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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Pacific Northwest (WA / OR / AK) HQ: Bellevue, WA

PACCAR Inc. Retirement Plan Trust

$3.6B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($341.4M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Private Equity, Venture Capital, Buyout (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$341.4M
Total AUM: $3.6B
Median Disclosed Amount
$15.7M
Range: $10.0M – $30.0M
Disclosed Fund Multiples
12.9% Mean IRR (n=13) · 1.51x Mean TVPI (n=13)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — PACCAR Inc. Retirement Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Thrive Capital Partners IX Growth, L.P. Growth Equity 2025
$19.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
GIM LTE Hazel L.P. Private Equity 2025
$17.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
HPS Strategic Investment Partners IX Private Credit 2025
$16.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Blue Oceans Fund II Private Credit 2025
$15.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Transwestern Strategic Partners Fund III, LP Secondaries 2025
$10.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing

Forward-Looking Searches, Pacing Plans & Governance Updates — PACCAR Inc. 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

PACCAR Inc. Retirement Plan Trust (Corporate Pension Plan, $3.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 10.0% vs. 9.7% Actual; $10.8M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0000075362, $3.6B plan assets): Active LDI private credit (10.5% target), core/mid-market buyout (10.0% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Russell Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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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 — PACCAR Inc. Retirement Plan Trust

455 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as PACCAR Inc. 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

Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Croton-on-Hudson, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Rockwood Capital Real Estate Partners Fund XII (2023 Vintage)
PACCAR Inc. Retirement Plan Trust: $22.0M · SEC EDGAR Filing
Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory: $42.2M · SEC Form ADV 7.B

Additional shared vehicles: Rosemawr Capital VI (2023 Vintage) · Rosemawr Capital V (2021 Vintage)

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

Johns Hopkins University Investment Office

University Endowment Baltimore, MD
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Rosemawr Capital VI (2023 Vintage)
PACCAR Inc. Retirement Plan Trust: $12.5M · SEC EDGAR Filing
Johns Hopkins University Investment Office: $61.0M · IRS Form 990 Sched D

Additional shared vehicles: Rockwood Capital Real Estate Partners Fund XII (2023 Vintage) · Rosemawr Capital V (2021 Vintage)

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

HarbourVest Partners Global Private Markets Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Rosemawr Capital V (2021 Vintage)
PACCAR Inc. Retirement Plan Trust: $20.2M · SEC EDGAR Filing
HarbourVest Partners Global Private Markets Fund-of-Funds: $153.5M · SEC Form ADV 7.B

Additional shared vehicles: Rockwood Capital Real Estate Partners Fund XII (2023 Vintage) · Rosemawr Capital VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+452 Additional Institutional LPs Report Shared Vehicles with PACCAR Inc. Retirement 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 PACCAR Inc. Retirement Plan Trust

You are viewing 5 open public preview records (out of 20 total tracked records for PACCAR Inc. Retirement Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (455 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 PACCAR Inc. Retirement Plan Trust

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

Frequently Asked Questions: PACCAR Inc. Retirement Plan Trust

What type of institutional allocator is PACCAR Inc. Retirement Plan Trust and what is their typical disclosed ticket size?

PACCAR Inc. Retirement Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Pacific Northwest (WA / OR / AK); Headquarters: Bellevue, WA). Across 20 historical disclosure records tracked on Prilago ($341.4M total parsed USD across disclosed rows), the median disclosed amount is $15.7M (range: $10.0M to $30.0M).

Which private-market strategies appear in PACCAR Inc. Retirement Plan Trust's public disclosures?

PACCAR Inc. Retirement Plan Trust has disclosed records across Real Estate, Private Credit, Private Equity, Venture Capital, Buyout. Open preview records include Thrive Capital Partners IX Growth, L.P. (2025 Vintage), GIM LTE Hazel L.P. (2025 Vintage), HPS Strategic Investment Partners IX (2025 Vintage), Blue Oceans Fund II (2025 Vintage).

How are PACCAR Inc. Retirement Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for PACCAR Inc. 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 PACCAR Inc. Retirement Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/paccar-inc-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 PACCAR Inc. Retirement Plan Trust?

In Prilago's bilateral commitment graph, PACCAR Inc. Retirement Plan Trust shares resolved underlying fund vehicles with 455 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 Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Rockwood Capital Real Estate Partners Fund XII (2023 Vintage)), Johns Hopkins University Investment Office (6 shared vehicles, e.g. Rosemawr Capital VI (2023 Vintage)), HarbourVest Partners Global Private Markets Fund-of-Funds (6 shared vehicles, e.g. Rosemawr Capital V (2021 Vintage)).

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