Skip to main content
Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Charlotte, NC

Honeywell International Master Retirement Trust

$21.5B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($1.70B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Infrastructure, Venture Capital, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
28
5 Open Source Trails Below
Sum of Disclosed Rows
$1.70B
Total AUM: $21.5B
Median Disclosed Amount
$71.8M
Range: $20.0M – $98.9M
Disclosed Fund Multiples
13.8% Mean IRR (n=21) · 1.62x Mean TVPI (n=21)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Honeywell International Master Retirement Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 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
Blackstone Green Resilient Real Estate Fund III Real Estate 2025
$86.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Lavrock Ventures III Venture Capital 2025
$81.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Atalaya Capital Management, L.P. Private Credit 2025
$81.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
BPEA EQT Mid-Market Growth Partnership, SCSpParallel Vehicle Growth Equity 2024
$73.1M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Crescent Capital Credit Solutions Fund X Private Credit 2024
$20.0M
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 — Honeywell International 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

Honeywell International Master Retirement Trust (Corporate Pension Plan, $21.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 12.5% vs. 11.5% Actual; $215.0M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0000773840, $21.5B plan assets): Active LDI private credit (12.5% target), core/mid-market buyout (12.5% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Mercer.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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 — Honeywell International Master Retirement Trust

489 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Honeywell International Master Retirement Trust (27 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 15 Shared Vehicles

Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Infrastructure Partners V (2023 Vintage)
Honeywell International Master Retirement Trust: $79.8M · SEC EDGAR Filing
Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account: $109.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Carlyle Renewable & Sustainable Energy Fund II, L.P. (2023 Vintage) · Carlyle Global Infrastructure Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 15 Shared Vehicles

Sage Advisory Services Ltd

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Renewable & Sustainable Energy Fund II, L.P. (2023 Vintage)
Honeywell International Master Retirement Trust: $71.8M · SEC EDGAR Filing
Sage Advisory Services Ltd: $96.8M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Infrastructure Partners V (2023 Vintage) · Carlyle Global Infrastructure Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Merit Financial Advisors

OCIO / Wealth RIA Alpharetta, GA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Global Infrastructure Fund III (2023 Vintage)
Honeywell International Master Retirement Trust: $58.0M · SEC EDGAR Filing
Merit Financial Advisors: $118.5M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Infrastructure Partners V (2023 Vintage) · Carlyle Renewable & Sustainable Energy Fund II, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+486 Additional Institutional LPs Report Shared Vehicles with Honeywell International Master Retirement 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 Honeywell International Master Retirement Trust

You are viewing 5 open public preview records (out of 28 total tracked records for Honeywell International Master Retirement Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (489 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 Honeywell International Master Retirement Trust and our interactive GP workspace.

Strategies Disclosed by Honeywell International Master Retirement Trust

Real Estate LPs →Private Credit LPs →Infrastructure LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Honeywell International Master Retirement Trust

What type of institutional allocator is Honeywell International Master Retirement Trust and what is their typical disclosed ticket size?

Honeywell International Master Retirement Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Charlotte, NC). Across 28 historical disclosure records tracked on Prilago ($1.70B total parsed USD across disclosed rows), the median disclosed amount is $71.8M (range: $20.0M to $98.9M).

Which private-market strategies appear in Honeywell International Master Retirement Trust's public disclosures?

Honeywell International Master Retirement Trust has disclosed records across Real Estate, Private Credit, Infrastructure, Venture Capital, Growth Equity. Open preview records include Blackstone Green Resilient Real Estate Fund III (2025 Vintage), Lavrock Ventures III (2025 Vintage), Atalaya Capital Management, L.P. (2025 Vintage), BPEA EQT Mid-Market Growth Partnership, SCSp (2024 Vintage).

How are Honeywell International Master Retirement Trust's historical records substantiated and separated from active searches on Prilago?

Records for Honeywell International Master Retirement 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 Honeywell International Master Retirement Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/honeywell-international-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 Honeywell International Master Retirement Trust?

In Prilago's bilateral commitment graph, Honeywell International Master Retirement Trust shares resolved underlying fund vehicles with 489 institutional LPs across 27 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 Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account (15 shared vehicles, e.g. Carlyle Infrastructure Partners V (2023 Vintage)), Sage Advisory Services Ltd (15 shared vehicles, e.g. Carlyle Renewable & Sustainable Energy Fund II, L.P. (2023 Vintage)), Merit Financial Advisors (13 shared vehicles, e.g. Carlyle Global Infrastructure Fund III (2023 Vintage)).

Related Corporate Pension Plan & Southeast (NC / GA / TN / SC / AL / KY / LA) Institutional LPs

South Carolina RSIC (643)North Carolina Retirement (594)Mississippi PERS (369)Kentucky Retirement Systems (338)Louisiana SERS (70)LSERS (Louisiana School Retirement) (60)Teachers' Retirement System of Louisiana (TRSL) (54)Georgia ERS (43)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)