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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Woonsocket, RI HQ: Woonsocket, RI

CVS Health / Aetna Pension Plan Master Trust

$6.4B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($311.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Infrastructure, Venture Capital (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
$311.8M
Total AUM: $6.4B
Median Disclosed Amount
$19.5M
Range: $10.0M – $25.0M
Disclosed Fund Multiples
13.6% Mean IRR (n=10) · 1.53x Mean TVPI (n=10)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — CVS Health / Aetna Pension Plan Master 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
Copenhagen Infrastructure V Infrastructure 2025
$19.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Alpine Investors IX-A LP Buyout 2025
$19.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Headline Ventures IX Venture Capital 2025
$17.4M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Wynnchurch Capital Partners VI Buyout 2024
$20.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Oaktree Real Estate Opportunities Fund IX, L.P. Real Estate 2024
$17.4M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing

Forward-Looking Searches, Pacing Plans & Governance Updates — CVS Health / Aetna Pension Plan Master Trust

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

Allocation-Policy / Pacing Update

CVS Health / Aetna Pension Plan Master Trust (Corporate Pension Plan, $6.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 10.0% vs. 10.8% Actual; $-51.2M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0000064803, $6.4B plan assets): Active LDI private credit (13.0% target), core/mid-market buyout (10.0% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Goldman Sachs OCIO.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — CVS Health / Aetna Pension Plan Master Trust

604 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as CVS Health / Aetna Pension Plan Master 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 5 Shared Vehicles

Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New York Credit SBIC Fund II, LP (2022 Vintage)
CVS Health / Aetna Pension Plan Master Trust: $21.0M · SEC EDGAR Filing
Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory: $44.5M · SEC Form ADV 7.B

Additional shared vehicles: New York Balanced Pool Asia Investors IV, LP (2021 Vintage) · Newbridge Asia LP (2020 Vintage)

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

Investure

OCIO / Wealth RIA Charlottesville, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New York Balanced Pool Asia Investors IV, LP (2021 Vintage)
CVS Health / Aetna Pension Plan Master Trust: $20.2M · SEC EDGAR Filing
Investure: $108.8M · SEC Form ADV 7.B

Additional shared vehicles: New York Credit SBIC Fund II, LP (2022 Vintage) · Newbridge Asia LP (2020 Vintage)

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

Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Newbridge Asia LP (2020 Vintage)
CVS Health / Aetna Pension Plan Master Trust: $19.0M · SEC EDGAR Filing
Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust: $20.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: New York Credit SBIC Fund II, LP (2022 Vintage) · New York Balanced Pool Asia Investors IV, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+601 Additional Institutional LPs Report Shared Vehicles with CVS Health / Aetna Pension Plan Master Trust

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for CVS Health / Aetna Pension Plan Master Trust

You are viewing 5 open public preview records (out of 17 total tracked records for CVS Health / Aetna Pension Plan Master 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 (604 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by CVS Health / Aetna Pension Plan Master Trust

Buyout LPs →Private Credit LPs →Private Equity LPs →Infrastructure LPs →Venture Capital LPs →

Frequently Asked Questions: CVS Health / Aetna Pension Plan Master Trust

What type of institutional allocator is CVS Health / Aetna Pension Plan Master Trust and what is their typical disclosed ticket size?

CVS Health / Aetna Pension Plan Master Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Woonsocket, RI; Headquarters: Woonsocket, RI). Across 17 historical disclosure records tracked on Prilago ($311.8M total parsed USD across disclosed rows), the median disclosed amount is $19.5M (range: $10.0M to $25.0M).

Which private-market strategies appear in CVS Health / Aetna Pension Plan Master Trust's public disclosures?

CVS Health / Aetna Pension Plan Master Trust has disclosed records across Buyout, Private Credit, Private Equity, Infrastructure, Venture Capital. Open preview records include Copenhagen Infrastructure V (2025 Vintage), Alpine Investors IX-A LP (2025 Vintage), Headline Ventures IX (2025 Vintage), Wynnchurch Capital Partners VI (2024 Vintage).

How are CVS Health / Aetna Pension Plan Master Trust's historical records substantiated and separated from active searches on Prilago?

Records for CVS Health / Aetna Pension Plan Master 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 CVS Health / Aetna Pension Plan Master Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cvs-health-aetna-pension-plan-master-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 CVS Health / Aetna Pension Plan Master Trust?

In Prilago's bilateral commitment graph, CVS Health / Aetna Pension Plan Master Trust shares resolved underlying fund vehicles with 604 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 Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. New York Credit SBIC Fund II, LP (2022 Vintage)), Investure (5 shared vehicles, e.g. New York Balanced Pool Asia Investors IV, LP (2021 Vintage)), Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust (5 shared vehicles, e.g. Newbridge Asia LP (2020 Vintage)).

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