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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: US National / Multi-State HQ: Armonk, NY

IBM Personal Pension Plan Trust

$24.8B Total AUM · Institutional LP profile covering 9 historical fund disclosure records ($355.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Distressed / Special Situations, Infrastructure (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
9
5 Open Source Trails Below
Sum of Disclosed Rows
$355.0M
Total AUM: $24.8B
Median Disclosed Amount
$40.0M
Range: $20.0M – $50.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/9)
1 Gatekeepers · 5 Disclosed Strategies

Historical Fund Disclosures — IBM Personal Pension Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 9 total tracked records (+4 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
Clayton Dubilier & Rice Fund XII Buyout 2023
$50.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Blackstone Real Estate Partners X Real Estate 2023
$40.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Blue Owl First Lien Fund II Private Credit 2023
$40.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Oaktree Opportunities Fund XII Distressed / Special Situations 2023
$20.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Ares Pathfinder Fund II Private Credit 2023
$35.0M
Historical commitment · As of December 2024
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing

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

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

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 (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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

232 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as IBM Personal Pension Plan Trust (9 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

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clayton Dubilier & Rice Fund XII (2023 Vintage)
IBM Personal Pension Plan Trust: $50.0M · SEC EDGAR Filing
Wisconsin Investment Board (SWIB): $200.0M · CAFR / Board Packet (SWIB 2023 ACFR p.142)

Additional shared vehicles: Francisco Partners VII (2023 Vintage) · Ares Pathfinder II (2023 Vintage)

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

South Carolina RSIC

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Francisco Partners VII (2023 Vintage)
IBM Personal Pension Plan Trust: $40.0M · SEC EDGAR Filing
South Carolina RSIC: $40.0M · CAFR / Board Packet (2025-annual-report)

Additional shared vehicles: Clayton Dubilier & Rice Fund XII (2023 Vintage) · Blue Owl First Lien II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Alaska Permanent Fund

Sovereign Wealth Fund Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Pathfinder II (2023 Vintage)
IBM Personal Pension Plan Trust: $35.0M · SEC EDGAR Filing
Alaska Permanent Fund: $100.0M · CAFR / Board Packet (Alaska Permanent Fund Corporation 2021 ACFR p. 109)

Additional shared vehicles: Clayton Dubilier & Rice Fund XII (2023 Vintage) · Francisco Partners VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+229 Additional Institutional LPs Report Shared Vehicles with IBM Personal Pension Plan 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 IBM Personal Pension Plan Trust

You are viewing 5 open public preview records (out of 9 total tracked records for IBM Personal Pension Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 9 tracked historical disclosure records (+4 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (232 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (2) & CRM export

Join the Early-Access Waitlist

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

Strategies Disclosed by IBM Personal Pension Plan Trust

Buyout LPs →Private Credit LPs →Real Estate LPs →Distressed / Special Situations LPs →Infrastructure LPs →

Frequently Asked Questions: IBM Personal Pension Plan Trust

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

IBM Personal Pension Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: US National / Multi-State; Headquarters: Armonk, NY). Across 9 historical disclosure records tracked on Prilago ($355.0M total parsed USD across disclosed rows), the median disclosed amount is $40.0M (range: $20.0M to $50.0M).

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

IBM Personal Pension Plan Trust has disclosed records across Buyout, Private Credit, Real Estate, Distressed / Special Situations, Infrastructure. Open preview records include Clayton Dubilier & Rice Fund XII (2023 Vintage), Blackstone Real Estate Partners X (2023 Vintage), Blue Owl First Lien Fund II (2023 Vintage), Oaktree Opportunities Fund XII (2023 Vintage).

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

Records for IBM Personal 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 IBM Personal Pension Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ibm-personal-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 IBM Personal Pension Plan Trust?

In Prilago's bilateral commitment graph, IBM Personal Pension Plan Trust shares resolved underlying fund vehicles with 232 institutional LPs across 9 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 Wisconsin Investment Board (SWIB) (8 shared vehicles, e.g. Clayton Dubilier & Rice Fund XII (2023 Vintage)), South Carolina RSIC (8 shared vehicles, e.g. Francisco Partners VII (2023 Vintage)), Alaska Permanent Fund (7 shared vehicles, e.g. Ares Pathfinder II (2023 Vintage)).

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