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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Oakland, CA HQ: Oakland, CA

PG&E Corporation Retirement Master Trust

$17.1B Total AUM · Institutional LP profile covering 30 historical fund disclosure records ($1.34B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Secondaries, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
30
5 Open Source Trails Below
Sum of Disclosed Rows
$1.34B
Total AUM: $17.1B
Median Disclosed Amount
$46.5M
Range: $25.0M – $72.4M
Disclosed Fund Multiples
13.0% Mean IRR (n=23) · 1.62x Mean TVPI (n=23)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — PG&E Corporation Retirement Master Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 30 total tracked records (+25 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
Transwestern Strategic Partners Fund III, LP Secondaries 2025
$72.4M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Harbourvest Direct Lending Fund II Private Credit 2025
$68.0M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Blue Owl Strategic Equity Partners, LP Distressed / Special Situations 2025
$62.9M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Taconic CRE Dislocation Fund IV Real Estate 2025
$59.8M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Shore Capital Food & Beverage Partners II Buyout 2025
$33.0M
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 — PG&E Corporation Retirement Master Trust

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

Allocation-Policy / Pacing Update

PG&E Corporation Retirement Master Trust (Corporate Pension Plan, $17.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 11.5% vs. 10.7% Actual; $136.8M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0001004980, $17.1B plan assets): Active LDI private credit (13.0% target), core/mid-market buyout (11.5% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Russell Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — PG&E Corporation Retirement Master Trust

694 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as PG&E Corporation Retirement Master Trust (30 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 17 Shared Vehicles

Jordan Park Group

Family Office / MFO San Francisco, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sentinel VII (2022 Vintage)
PG&E Corporation Retirement Master Trust: $56.2M · SEC EDGAR Filing
Jordan Park Group: $149.5M · SEC Form ADV 7.B

Additional shared vehicles: Searchlight Capital Partners V (2022 Vintage) · Seedstars International Fund II (2022 Vintage)

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

Tetragon Partners

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Seedstars International Fund II (2022 Vintage)
PG&E Corporation Retirement Master Trust: $33.2M · SEC EDGAR Filing
Tetragon Partners: $36.8M · SEC Form ADV 7.B

Additional shared vehicles: Sentinel VII (2022 Vintage) · Section Ventures II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

General Motors Hourly-Rate & Salaried Employees Pension Trust

Corporate Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Shore Capital Food & Beverage Partners II (2022 Vintage)
PG&E Corporation Retirement Master Trust: $33.0M · SEC EDGAR Filing
General Motors Hourly-Rate & Salaried Employees Pension Trust: $137.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: SHAMROCK CAPITAL CONTENT FUND III (2022 Vintage) · Seraya Fund I (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+691 Additional Institutional LPs Report Shared Vehicles with PG&E Corporation Retirement Master 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 PG&E Corporation Retirement Master Trust

You are viewing 5 open public preview records (out of 30 total tracked records for PG&E Corporation Retirement Master Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 30 tracked historical disclosure records (+25 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (694 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by PG&E Corporation Retirement Master Trust

Frequently Asked Questions: PG&E Corporation Retirement Master Trust

What type of institutional allocator is PG&E Corporation Retirement Master Trust and what is their typical disclosed ticket size?

PG&E Corporation Retirement Master Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Oakland, CA; Headquarters: Oakland, CA). Across 30 historical disclosure records tracked on Prilago ($1.34B total parsed USD across disclosed rows), the median disclosed amount is $46.5M (range: $25.0M to $72.4M).

Which private-market strategies appear in PG&E Corporation Retirement Master Trust's public disclosures?

PG&E Corporation Retirement Master Trust has disclosed records across Buyout, Venture Capital, Private Credit, Secondaries, Infrastructure. Open preview records include Transwestern Strategic Partners Fund III, LP (2025 Vintage), Harbourvest Direct Lending Fund II (2025 Vintage), Blue Owl Strategic Equity Partners, LP (2025 Vintage), Taconic CRE Dislocation Fund IV (2025 Vintage).

How are PG&E Corporation Retirement Master Trust's historical records substantiated and separated from active searches on Prilago?

Records for PG&E Corporation Retirement Master 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 PG&E Corporation Retirement Master Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/pg-and-e-corporation-retirement-master-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 PG&E Corporation Retirement Master Trust?

In Prilago's bilateral commitment graph, PG&E Corporation Retirement Master Trust shares resolved underlying fund vehicles with 694 institutional LPs across 30 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 Jordan Park Group (17 shared vehicles, e.g. Sentinel VII (2022 Vintage)), Tetragon Partners (13 shared vehicles, e.g. Seedstars International Fund II (2022 Vintage)), General Motors Hourly-Rate & Salaried Employees Pension Trust (12 shared vehicles, e.g. Shore Capital Food & Beverage Partners II (2022 Vintage)).

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