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Corporate Pension Plan Allocator Webpage (Unanchored URL) Roadshow Hub: Ohio / Indiana HQ: Dayton, OH

Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust

$5.1B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($301.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Secondaries, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$301.6M
Total AUM: $5.1B
Median Disclosed Amount
$16.0M
Range: $13.0M – $23.5M
Disclosed Fund Multiples
13.7% Mean IRR (n=6) · 1.33x Mean TVPI (n=6)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Disclosed Amount Disclosed Performance Primary Source Trail
Lavrock Ventures III Venture Capital 2025
$20.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Leeds Equity Partners VII Buyout 2025
$17.2M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Frazier Healthcare Growth Buyout Fund XI Buyout 2025
$17.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Landmark Re Sec VIII Real Estate Secondaries VIII Secondaries 2025
$13.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Lake Signal Fund, L.P. Private Credit 2024
$18.0M
General webpage link · Exact filing & amount pending · As of March 2026
 General Webpage Cited · Exact Filing & Amount Not Yet Substantiated Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust (Dayton, OH) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($132.6M allocation gap toward a 12.5% target, advised by bFinance).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-24

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust

511 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust (18 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Catoctin Androscoggin Delacroix Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Frazier Healthcare Growth Buyout Fund XI (2025 Vintage)
Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust: $17.0M · Allocator Webpage (Unanchored URL)
Catoctin Androscoggin Delacroix Mutual & Casualty Insurance General Account: $48.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Gridiron Capital Fund V (2025 Vintage) · Olympus Growth Fund VIII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Carbondale Boise Basin Goldstein Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Gridiron Capital Fund V (2025 Vintage)
Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust: $15.0M · Allocator Webpage (Unanchored URL)
Carbondale Boise Basin Goldstein Private Markets Primary & GP Seeder Fund-of-Funds: $57.0M · SEC Form ADV 7.B

Additional shared vehicles: Frazier Healthcare Growth Buyout Fund XI (2025 Vintage) · Olympus Growth Fund VIII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Chenango Copper Country Mcallister Multi-Family Office Private Capital Platform

Family Office / MFO Norwich, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Olympus Growth Fund VIII (2025 Vintage)
Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust: $14.0M · Allocator Webpage (Unanchored URL)
Chenango Copper Country Mcallister Multi-Family Office Private Capital Platform: $16.0M · SEC Form ADV 7.B

Additional shared vehicles: Frazier Healthcare Growth Buyout Fund XI (2025 Vintage) · Gridiron Capital Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+508 Additional Institutional LPs Report Shared Vehicles with Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust

You are viewing 5 open public preview records (out of 18 total tracked records for Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (511 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust

Buyout LPs →Private Credit LPs →Venture Capital LPs →Secondaries LPs →Growth Equity LPs →

Frequently Asked Questions: Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust

What type of institutional allocator is Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust and what is their typical disclosed ticket size?

Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Dayton, OH). Across 18 historical disclosure records tracked on Prilago ($301.6M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $23.5M).

Which private-market strategies appear in Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust's public disclosures?

Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust has disclosed records across Buyout, Private Credit, Venture Capital, Secondaries, Growth Equity. Open preview records include Lavrock Ventures III (2025 Vintage), Leeds Equity Partners VII (2025 Vintage), Frazier Healthcare Growth Buyout Fund XI (2025 Vintage), Landmark Re Sec VIII Real Estate Secondaries VIII (2025 Vintage).

How are Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust's historical records substantiated and separated from active searches on Prilago?

Records for Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust cite primary public disclosures (Allocator Webpage (Unanchored URL)), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carillon-heartland-bergstrom-industrial-consolidated-master-retirement-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust?

In Prilago's bilateral commitment graph, Carillon Heartland Bergstrom Industrial Consolidated Master Retirement Trust shares resolved underlying fund vehicles with 511 institutional LPs across 18 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Catoctin Androscoggin Delacroix Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Frazier Healthcare Growth Buyout Fund XI (2025 Vintage)), Carbondale Boise Basin Goldstein Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Gridiron Capital Fund V (2025 Vintage)), Chenango Copper Country Mcallister Multi-Family Office Private Capital Platform (8 shared vehicles, e.g. Olympus Growth Fund VIII (2025 Vintage)).

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