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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Ohio / Indiana HQ: Cincinnati, OH

Procter & Gamble Global & US Retirement Plan Trust

$13.4B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($783.4M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Infrastructure, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$783.4M
Total AUM: $13.4B
Median Disclosed Amount
$40.1M
Range: $20.0M – $54.2M
Disclosed Fund Multiples
14.9% Mean IRR (n=13) · 1.35x Mean TVPI (n=13)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Procter & Gamble Global & US 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
Maverick Lien Fund VII Private Credit 2025
$44.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Marathon Eco VI European Credit Opportunities VI Private Credit 2025
$38.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Marathon Eco IV European Credit Opportunities IV Private Credit 2025
$34.2M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
UP.Abundance Fund I, L.P. Venture Capital 2024
$54.2M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Graham Capital Management, LP Multi-Strategy 2024
$50.9M
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 — Procter & Gamble Global & 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

Procter & Gamble Global & US Retirement Plan Trust (Corporate Pension Plan, $13.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 11.0% vs. 10.6% Actual; $53.6M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0000080424, $13.4B plan assets): Active LDI private credit (12.0% target), core/mid-market buyout (11.0% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Mercer.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-11

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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 — Procter & Gamble Global & US Retirement Plan Trust

608 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Procter & Gamble Global & US Retirement Plan Trust (20 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

Ajman Ajman Brookline Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
M13 Ventures IV, L.P. (2024 Vintage)
Procter & Gamble Global & US Retirement Plan Trust: $45.0M · SEC EDGAR Filing
Ajman Ajman Brookline Sovereign Strategic Investment Fund: $19.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Maverick Lien Fund VII (2024 Vintage) · Madison Dearborn Capital Partners IX (2024 Vintage)

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

Delavan Coronado Kensington Industrial Consolidated Master Retirement Trust

Corporate Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Maverick Lien Fund VII (2024 Vintage)
Procter & Gamble Global & US Retirement Plan Trust: $44.0M · SEC EDGAR Filing
Delavan Coronado Kensington Industrial Consolidated Master Retirement Trust: $38.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: M13 Ventures IV, L.P. (2024 Vintage) · Madison Dearborn Capital Partners IX (2024 Vintage)

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

Blackstone Strategic Capital Holdings (GP Stakes & Seeder Platform)

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Madison Dearborn Capital Partners IX (2024 Vintage)
Procter & Gamble Global & US Retirement Plan Trust: $39.5M · SEC EDGAR Filing
Blackstone Strategic Capital Holdings (GP Stakes & Seeder Platform): $38.5M · SEC Form ADV 7.B

Additional shared vehicles: M13 Ventures IV, L.P. (2024 Vintage) · Maverick Lien Fund VII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+605 Additional Institutional LPs Report Shared Vehicles with Procter & Gamble Global & US 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 Procter & Gamble Global & US Retirement Plan Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Procter & Gamble Global & US 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 (608 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 Procter & Gamble Global & US Retirement Plan Trust

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

Frequently Asked Questions: Procter & Gamble Global & US Retirement Plan Trust

What type of institutional allocator is Procter & Gamble Global & US Retirement Plan Trust and what is their typical disclosed ticket size?

Procter & Gamble Global & US Retirement Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Cincinnati, OH). Across 20 historical disclosure records tracked on Prilago ($783.4M total parsed USD across disclosed rows), the median disclosed amount is $40.1M (range: $20.0M to $54.2M).

Which private-market strategies appear in Procter & Gamble Global & US Retirement Plan Trust's public disclosures?

Procter & Gamble Global & US Retirement Plan Trust has disclosed records across Private Credit, Buyout, Venture Capital, Infrastructure, Real Estate. Open preview records include Maverick Lien Fund VII (2025 Vintage), Marathon Eco VI European Credit Opportunities VI (2025 Vintage), Marathon Eco IV European Credit Opportunities IV (2025 Vintage), UP.Abundance Fund I, L.P. (2024 Vintage).

How are Procter & Gamble Global & US Retirement Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for Procter & Gamble Global & 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 Procter & Gamble Global & US Retirement Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/procter-and-gamble-global-and-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 Procter & Gamble Global & US Retirement Plan Trust?

In Prilago's bilateral commitment graph, Procter & Gamble Global & US Retirement Plan Trust shares resolved underlying fund vehicles with 608 institutional LPs across 20 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 Ajman Ajman Brookline Sovereign Strategic Investment Fund (8 shared vehicles, e.g. M13 Ventures IV, L.P. (2024 Vintage)), Delavan Coronado Kensington Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. Maverick Lien Fund VII (2024 Vintage)), Blackstone Strategic Capital Holdings (GP Stakes & Seeder Platform) (8 shared vehicles, e.g. Madison Dearborn Capital Partners IX (2024 Vintage)).

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