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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Ohio / Indiana HQ: Indianapolis, IN

Eli Lilly and Company Retirement Plan Trust

$14.6B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($940.2M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Infrastructure, Energy Transition (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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$940.2M
Total AUM: $14.6B
Median Disclosed Amount
$34.0M
Range: $20.0M – $69.8M
Disclosed Fund Multiples
13.4% Mean IRR (n=17) · 1.59x Mean TVPI (n=17)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Eli Lilly and Company Retirement Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Axxon Brazil Private Equity Fund II B, L.P. Buyout 2025
$69.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Advent Latin American Private Equity Fund VI Buyout 2025
$65.6M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
LS Power Equity Partners V Infrastructure 2025
$60.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Arsenal Capital Fund V Buyout 2025
$57.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Lake Cascade Fund, L.P. Private Credit 2023
$54.5M
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 — Eli Lilly and Company Retirement Plan Trust

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

Allocation-Policy / Pacing Update

Eli Lilly and Company Retirement Plan Trust (Indianapolis, IN) committed $69.8M to Axxon Brazil Private Equity Fund II B, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($43.8M allocation gap toward a 13.0% target, advised by Cambridge Associates).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-06-27

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Eli Lilly and Company Retirement Plan Trust

541 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Eli Lilly and Company Retirement Plan Trust (22 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 9 Shared Vehicles

Hackensack Clairmont Rutherford Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Paramus, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lake Cascade Fund, L.P. (2023 Vintage)
Eli Lilly and Company Retirement Plan Trust: $54.5M · SEC EDGAR Filing
Hackensack Clairmont Rutherford Private Markets Primary & GP Seeder Fund-of-Funds: $68.8M · SEC Form ADV 7.B

Additional shared vehicles: Lake Cottage Fund, L.P. (2022 Vintage) · Lake Vineyard Fund, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Froedtert ThedaCare Health Long-Term Institutional Investment Pool

Healthcare / Hospital System Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lake Cottage Fund, L.P. (2022 Vintage)
Eli Lilly and Company Retirement Plan Trust: $34.8M · SEC EDGAR Filing
Froedtert ThedaCare Health Long-Term Institutional Investment Pool: $26.2M · IRS Form 990 Sched D

Additional shared vehicles: Lake Cascade Fund, L.P. (2023 Vintage) · Lake Vineyard Fund, L.P. (2022 Vintage)

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

Iconiq Capital

OCIO / Wealth RIA US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
LS Power Equity Partners V (2025 Vintage)
Eli Lilly and Company Retirement Plan Trust: $60.7M · SEC EDGAR Filing
Iconiq Capital: $139.2M · SEC Form ADV 7.B

Additional shared vehicles: Lake Cascade Fund, L.P. (2023 Vintage) · LLR Equity Partners VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+538 Additional Institutional LPs Report Shared Vehicles with Eli Lilly and Company Retirement Plan Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Eli Lilly and Company Retirement Plan Trust

You are viewing 5 open public preview records (out of 24 total tracked records for Eli Lilly and Company Retirement Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (541 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Eli Lilly and Company Retirement Plan Trust

Private Credit LPs →Buyout LPs →Real Estate LPs →Infrastructure LPs →Energy Transition LPs →

Frequently Asked Questions: Eli Lilly and Company Retirement Plan Trust

What type of institutional allocator is Eli Lilly and Company Retirement Plan Trust and what is their typical disclosed ticket size?

Eli Lilly and Company Retirement Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Indianapolis, IN). Across 24 historical disclosure records tracked on Prilago ($940.2M total parsed USD across disclosed rows), the median disclosed amount is $34.0M (range: $20.0M to $69.8M).

Which private-market strategies appear in Eli Lilly and Company Retirement Plan Trust's public disclosures?

Eli Lilly and Company Retirement Plan Trust has disclosed records across Private Credit, Buyout, Real Estate, Infrastructure, Energy Transition. Open preview records include Axxon Brazil Private Equity Fund II B, L.P. (2025 Vintage), Advent Latin American Private Equity Fund VI (2025 Vintage), LS Power Equity Partners V (2025 Vintage), Arsenal Capital Fund V (2025 Vintage).

How are Eli Lilly and Company Retirement Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for Eli Lilly and Company Retirement 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 Eli Lilly and Company Retirement Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/eli-lilly-and-company-retirement-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 Eli Lilly and Company Retirement Plan Trust?

In Prilago's bilateral commitment graph, Eli Lilly and Company Retirement Plan Trust shares resolved underlying fund vehicles with 541 institutional LPs across 22 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 Hackensack Clairmont Rutherford Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Lake Cascade Fund, L.P. (2023 Vintage)), Froedtert ThedaCare Health Long-Term Institutional Investment Pool (9 shared vehicles, e.g. Lake Cottage Fund, L.P. (2022 Vintage)), Iconiq Capital (8 shared vehicles, e.g. LS Power Equity Partners V (2025 Vintage)).

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