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Institutional Trust CAFR / Board Packet Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Helena, MT

MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)

$0.1B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($39.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Infrastructure, Real Estate, Private Credit (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$39.1M
Total AUM: $0.1B
Median Disclosed Amount
$2.2M
Range: $1.7M – $11.7M
Disclosed Fund Multiples
13.2% Mean IRR (n=2) · 1.62x Mean TVPI (n=2)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Accel-KKR Growth Capital Partners IV, L.P. Growth Equity 2022
$2.8M
Reported holding / fair value (not original commitment) · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.15)
Accel-KKR Growth Capital V Growth Equity 2021
$2.8M
Reported holding / fair value (not original commitment) · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.15)
Defined Contribution Disability SMA Account Private Credit 2024
$11.7M
Reported holding / fair value (not original commitment) · As of June 2024
 Holding / Fair Value Substantiated · Multiples Not Disclosed on Schedule Inspect Source · CAFR / Board Packet (PDF p.15)
EQT Infrastructure VIII Infrastructure 2025
$2.3M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
General Atlantic 2024 Growth Equity 2025
$2.2M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)

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

Allocation-Policy / Pacing Update

MTDCD-MT (Montana Defined Contribution Disability Insurance Fund) (Institutional Trust, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.5% Actual; $3.0M Unallocated Target Bandwidth). Long-duration institutional trust deploying into Fixed Income under fiduciary investment policy guidelines. Gatekeeper / Intake Conduit: RVK.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)

444 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as MTDCD-MT (Montana Defined Contribution Disability Insurance Fund) (13 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 2 Shared Vehicles

Orange County Employees Retirement System

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Growth Capital Partners IV (2022 Vintage)
MTDCD-MT (Montana Defined Contribution Disability Insurance Fund): $2.8M · CAFR / Board Packet (MTDCD MT 2024 ACFR, p.15)
Orange County Employees Retirement System: $27.0M · CAFR / Board Packet (2q 25 ocers private equity portfolio summary, p.2)

Additional shared vehicles: FSN Capital Compass I (2022 Vintage)

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

Missouri MOSERS

Public Pension Plan Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brevan Howard Alpha Strategies Fund, LP (2024 Vintage)
MTDCD-MT (Montana Defined Contribution Disability Insurance Fund): $1.9M · Allocator Webpage (Unanchored URL)
Missouri MOSERS: $229.9M (Holding / Fair Value) · CAFR / Board Packet (2023-annual-comprehensive-financial-report, p.85)

Additional shared vehicles: TA Realty Core Property Fund (2024 Vintage)

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

Stancorp Investment Advisers, Inc.

OCIO / Wealth RIA Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
JSC Capital Partners, L.P. (2024 Vintage)
MTDCD-MT (Montana Defined Contribution Disability Insurance Fund): $1.7M · Allocator Webpage (Unanchored URL)
Stancorp Investment Advisers, Inc.: $122.0M · SEC Form ADV 7.B

Additional shared vehicles: LittleJohn Opportunities Fund II LP (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+441 Additional Institutional LPs Report Shared Vehicles with MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)

You are viewing 5 open public preview records (out of 14 total tracked records for MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (444 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 MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)

Buyout LPs →Growth Equity LPs →Infrastructure LPs →Real Estate LPs →Private Credit LPs →

Frequently Asked Questions: MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)

What type of institutional allocator is MTDCD-MT (Montana Defined Contribution Disability Insurance Fund) and what is their typical disclosed ticket size?

MTDCD-MT (Montana Defined Contribution Disability Insurance Fund) is categorized under Institutional Trust (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Helena, MT). Across 14 historical disclosure records tracked on Prilago ($39.1M total parsed USD across disclosed rows), the median disclosed amount is $2.2M (range: $1.7M to $11.7M).

Which private-market strategies appear in MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)'s public disclosures?

MTDCD-MT (Montana Defined Contribution Disability Insurance Fund) has disclosed records across Buyout, Growth Equity, Infrastructure, Real Estate, Private Credit. Open preview records include Accel-KKR Growth Capital Partners IV, L.P. (2022 Vintage), Accel-KKR Growth Capital V (2021 Vintage), Defined Contribution Disability SMA Account (2024 Vintage), EQT Infrastructure VIII (2025 Vintage).

How are MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)'s historical records substantiated and separated from active searches on Prilago?

Records for MTDCD-MT (Montana Defined Contribution Disability Insurance Fund) cite primary public disclosures (CAFR / Board Packet), 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 MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/mtdcd-mt-montana-defined-contribution-disability-insurance-fund or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside MTDCD-MT (Montana Defined Contribution Disability Insurance Fund)?

In Prilago's bilateral commitment graph, MTDCD-MT (Montana Defined Contribution Disability Insurance Fund) shares resolved underlying fund vehicles with 444 institutional LPs across 13 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 Orange County Employees Retirement System (2 shared vehicles, e.g. Accel-KKR Growth Capital Partners IV (2022 Vintage)), Missouri MOSERS (2 shared vehicles, e.g. Brevan Howard Alpha Strategies Fund, LP (2024 Vintage)), Stancorp Investment Advisers, Inc. (2 shared vehicles, e.g. JSC Capital Partners, L.P. (2024 Vintage)).

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