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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Minnesota / Wisconsin HQ: Minneapolis, MN

Medtronic US Retirement Plan Trust

$4.9B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($334.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Real Estate, Venture Capital, Growth Equity (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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$334.4M
Total AUM: $4.9B
Median Disclosed Amount
$17.8M
Range: $10.0M – $30.0M
Disclosed Fund Multiples
13.6% Mean IRR (n=11) · 1.60x Mean TVPI (n=11)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Medtronic US Retirement Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
SEP Diamond Fund, L.P. Private Equity 2025
$15.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
CapRock Logistics Development Venture LP Real Estate 2025
$14.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Renaissance Venture Cap Fund III, LP Venture Capital 2025
$14.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Bain Capital Europe Fund III Growth Equity 2024
$19.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Blackstone Tactical Opportunities Fund VI Buyout 2023
$23.0M
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 — Medtronic US 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

Medtronic US Retirement Plan Trust (Corporate Pension Plan, $4.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 10.5% vs. 9.5% Actual; $49.0M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0001613103, $4.9B plan assets): Active LDI private credit (11.5% target), core/mid-market buyout (10.5% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Callan.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 — Medtronic US Retirement Plan Trust

460 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Medtronic US Retirement Plan Trust (18 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

Brandywine Global Investment Management

OCIO / Wealth RIA Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Tactical Opportunities Fund VI (2023 Vintage)
Medtronic US Retirement Plan Trust: $23.0M · SEC EDGAR Filing
Brandywine Global Investment Management: $58.8M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Tactical Opportunities Fund III - N, LP (2020 Vintage) · Blackstone Tactical Opportunities Fund II-S (Surge) L.P. (2019 Vintage)

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

Wealthspire Advisors

Family Office / MFO North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Warburg Pincus XV (2024 Vintage)
Medtronic US Retirement Plan Trust: $17.8M · SEC EDGAR Filing
Wealthspire Advisors: $152.8M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Tactical Opportunities Fund III - N, LP (2020 Vintage) · Blackstone Tactical Opportunities Fund II-S (Surge) L.P. (2019 Vintage)

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

Conestoga Fredericksburg Thornton Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Tactical Opportunities Fund III - N, LP (2020 Vintage)
Medtronic US Retirement Plan Trust: $22.2M · SEC EDGAR Filing
Conestoga Fredericksburg Thornton Institutional Outsourced CIO & Wealth Advisory: $57.8M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Tactical Opportunities Fund VI (2023 Vintage) · Blackstone Tactical Opportunities Fund II-S (Surge) L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+457 Additional Institutional LPs Report Shared Vehicles with Medtronic US Retirement Plan Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Medtronic US Retirement Plan Trust

You are viewing 5 open public preview records (out of 18 total tracked records for Medtronic US Retirement Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (460 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 Medtronic US Retirement Plan Trust

Buyout LPs →Private Equity LPs →Real Estate LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Medtronic US Retirement Plan Trust

What type of institutional allocator is Medtronic US Retirement Plan Trust and what is their typical disclosed ticket size?

Medtronic US Retirement Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Minneapolis, MN). Across 18 historical disclosure records tracked on Prilago ($334.4M total parsed USD across disclosed rows), the median disclosed amount is $17.8M (range: $10.0M to $30.0M).

Which private-market strategies appear in Medtronic US Retirement Plan Trust's public disclosures?

Medtronic US Retirement Plan Trust has disclosed records across Buyout, Private Equity, Real Estate, Venture Capital, Growth Equity. Open preview records include SEP Diamond Fund, L.P. (2025 Vintage), CapRock Logistics Development Venture LP (2025 Vintage), Renaissance Venture Cap Fund III, LP (2025 Vintage), Bain Capital Europe Fund III (2024 Vintage).

How are Medtronic US Retirement Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for Medtronic US 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 Medtronic US Retirement Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/medtronic-us-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 Medtronic US Retirement Plan Trust?

In Prilago's bilateral commitment graph, Medtronic US Retirement Plan Trust shares resolved underlying fund vehicles with 460 institutional LPs across 18 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 Brandywine Global Investment Management (6 shared vehicles, e.g. Blackstone Tactical Opportunities Fund VI (2023 Vintage)), Wealthspire Advisors (6 shared vehicles, e.g. Warburg Pincus XV (2024 Vintage)), Conestoga Fredericksburg Thornton Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Blackstone Tactical Opportunities Fund III - N, LP (2020 Vintage)).

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