Skip to main content
Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: New York, NY HQ: New York, NY

Citigroup Pension Plan Trust

$12.4B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($617.9M parsed USD across disclosed rows) across disclosed strategy exposure in Private Equity, Buyout, Real Estate, Private Credit, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
17
5 Open Source Trails Below
Sum of Disclosed Rows
$617.9M
Total AUM: $12.4B
Median Disclosed Amount
$37.1M
Range: $25.0M – $50.2M
Disclosed Fund Multiples
13.2% Mean IRR (n=10) · 1.30x Mean TVPI (n=10)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Citigroup Pension Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Blue Peninsula Fund, LP Private Equity 2025
$47.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Transwestern Strategic Partners Fund IV, LP Secondaries 2025
$43.6M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Abbott Investors 2025 Private Equity 2025
$41.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
AEW Senior Housing Investors III, LP Real Estate 2025
$37.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
GreenOak Europe III, LP Buyout 2025
$37.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing

Forward-Looking Searches, Pacing Plans & Governance Updates — Citigroup Pension Plan Trust

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

Allocation-Policy / Pacing Update

Citigroup Pension Plan Trust (Corporate Pension Plan, $12.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 11.0% vs. 9.3% Actual; $210.8M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0000831001, $12.4B plan assets): Active LDI private credit (13.0% target), core/mid-market buyout (11.0% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Mercer.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

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

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Citigroup Pension Plan Trust

673 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Citigroup Pension Plan Trust (17 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 6 Shared Vehicles

Michigan SMRS

Public Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Peninsula Fund, LP (2025 Vintage)
Citigroup Pension Plan Trust: $47.1M · SEC EDGAR Filing
Michigan SMRS: $9.0M · CAFR / Board Packet (December-2025-SMIB-Report, p.57)

Additional shared vehicles: Transwestern Strategic Partners Fund IV, LP (2025 Vintage) · AEW Senior Housing Investors III, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Trento Trentino Sviluppo Autonomous Sovereign Fund Columbine Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Abbott Investors 2025 (2025 Vintage)
Citigroup Pension Plan Trust: $41.5M · SEC EDGAR Filing
Trento Trentino Sviluppo Autonomous Sovereign Fund Columbine Sovereign Strategic Investment Fund: $39.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AEW Senior Housing Investors III, LP (2025 Vintage) · AEW Senior Housing Investors IV, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

L E Lundbergföretagen AB (Lundberg Family)

Family Office / MFO Stockholm, Sweden
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AEW Senior Housing Investors III, LP (2025 Vintage)
Citigroup Pension Plan Trust: $37.5M · SEC EDGAR Filing
L E Lundbergföretagen AB (Lundberg Family): $43.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Abbott Investors 2025 (2025 Vintage) · AEW Senior Housing Investors IV, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+670 Additional Institutional LPs Report Shared Vehicles with Citigroup Pension Plan Trust

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Citigroup Pension Plan Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Citigroup Pension Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (673 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Citigroup Pension Plan Trust and our interactive GP workspace.

Strategies Disclosed by Citigroup Pension Plan Trust

Private Equity LPs →Buyout LPs →Real Estate LPs →Private Credit LPs →Secondaries LPs →

Frequently Asked Questions: Citigroup Pension Plan Trust

What type of institutional allocator is Citigroup Pension Plan Trust and what is their typical disclosed ticket size?

Citigroup Pension Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 17 historical disclosure records tracked on Prilago ($617.9M total parsed USD across disclosed rows), the median disclosed amount is $37.1M (range: $25.0M to $50.2M).

Which private-market strategies appear in Citigroup Pension Plan Trust's public disclosures?

Citigroup Pension Plan Trust has disclosed records across Private Equity, Buyout, Real Estate, Private Credit, Secondaries. Open preview records include Blue Peninsula Fund, LP (2025 Vintage), Transwestern Strategic Partners Fund IV, LP (2025 Vintage), Abbott Investors 2025 (2025 Vintage), AEW Senior Housing Investors III, LP (2025 Vintage).

How are Citigroup Pension Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for Citigroup Pension Plan Trust cite primary public disclosures (SEC EDGAR Filing), 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 Citigroup Pension Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/citigroup-pension-plan-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 Citigroup Pension Plan Trust?

In Prilago's bilateral commitment graph, Citigroup Pension Plan Trust shares resolved underlying fund vehicles with 673 institutional LPs across 17 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 Michigan SMRS (6 shared vehicles, e.g. Blue Peninsula Fund, LP (2025 Vintage)), Trento Trentino Sviluppo Autonomous Sovereign Fund Columbine Sovereign Strategic Investment Fund (6 shared vehicles, e.g. Abbott Investors 2025 (2025 Vintage)), L E Lundbergföretagen AB (Lundberg Family) (5 shared vehicles, e.g. AEW Senior Housing Investors III, LP (2025 Vintage)).

Related Corporate Pension Plan & New York, NY Institutional LPs

Apogem Capital (New York Life FoF) (32)Btg Pactual Asset Management US (32)Cottonwood Bellflower Southwell Industrial Consolidated Master Retirement Trust (32)Epoch Investment Partners, Inc. (32)General Motors Hourly-Rate & Salaried Employees Pension Trust (32)Goldman Sachs Vintage & Petershill Seeder (32)Mercer Private Investment Partners (PIP) (32)Muzinich & Co., Inc. (32)Pinebridge Investments (32)RTX Corporation Master Retirement Trust (32)