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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Atlanta, GA

Southern Company System Master Retirement Trust

$15.6B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($978.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Venture Capital, Growth Equity, Real Estate (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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$978.4M
Total AUM: $15.6B
Median Disclosed Amount
$44.2M
Range: $20.0M – $74.6M
Disclosed Fund Multiples
14.5% Mean IRR (n=14) · 1.58x Mean TVPI (n=14)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Southern Company System Master Retirement Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Mesirow RE Value Fund IV Real Estate 2025
$74.6M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Blackstone Tactical Opportunities Fund VI Buyout 2025
$70.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
OCM Opportunities Fund VIII Buyout 2025
$64.9M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
GCM Grosvenor Elevate Fund, L.P. Private Equity 2025
$61.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Five Point Water Management and Sustainable Infrastructure Fund IV, L.P. Infrastructure 2025
$50.0M
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 — Southern Company System Master Retirement Trust

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

Allocation-Policy / Pacing Update

Southern Company System Master Retirement Trust (Corporate Pension Plan, $15.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 11.2% Actual; $280.8M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0000092122, $15.6B plan assets): Active LDI private credit (12.0% target), core/mid-market buyout (13.0% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Callan.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Southern Company System Master Retirement Trust

477 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Southern Company System Master Retirement Trust (21 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 10 Shared Vehicles

Nomura Investment Management Business Trust

OCIO / Wealth RIA Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OCM Opportunities Fund VIII (2025 Vintage)
Southern Company System Master Retirement Trust: $64.9M · SEC EDGAR Filing
Nomura Investment Management Business Trust: $626.9M · SEC Form ADV 7.B

Additional shared vehicles: Kohlberg Investors, LP (2023 Vintage) · Knox Lane Partners Fund I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Ausable Cape Ann Wakefield Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kohlberg Investors, LP (2023 Vintage)
Southern Company System Master Retirement Trust: $29.8M · SEC EDGAR Filing
Ausable Cape Ann Wakefield Private Markets Primary & GP Seeder Fund-of-Funds: $64.8M · SEC Form ADV 7.B

Additional shared vehicles: Knox Lane Partners Fund I (2022 Vintage) · LAV Biosciences Fund VI Opportunities, L.P. (2021 Vintage)

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

Cherokee Strip Cumberland Gap Sinclair Multi-Family Office Private Capital Platform

Family Office / MFO Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Knox Lane Partners Fund I (2022 Vintage)
Southern Company System Master Retirement Trust: $24.8M · SEC EDGAR Filing
Cherokee Strip Cumberland Gap Sinclair Multi-Family Office Private Capital Platform: $20.0M · SEC Form ADV 7.B

Additional shared vehicles: Kohlberg Investors, LP (2023 Vintage) · LAV Biosciences Fund VI Opportunities, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+474 Additional Institutional LPs Report Shared Vehicles with Southern Company System Master Retirement Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Southern Company System Master Retirement Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Southern Company System Master Retirement Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (477 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Southern Company System Master Retirement Trust

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

Frequently Asked Questions: Southern Company System Master Retirement Trust

What type of institutional allocator is Southern Company System Master Retirement Trust and what is their typical disclosed ticket size?

Southern Company System Master Retirement Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Atlanta, GA). Across 21 historical disclosure records tracked on Prilago ($978.4M total parsed USD across disclosed rows), the median disclosed amount is $44.2M (range: $20.0M to $74.6M).

Which private-market strategies appear in Southern Company System Master Retirement Trust's public disclosures?

Southern Company System Master Retirement Trust has disclosed records across Buyout, Private Equity, Venture Capital, Growth Equity, Real Estate. Open preview records include Mesirow RE Value Fund IV (2025 Vintage), Blackstone Tactical Opportunities Fund VI (2025 Vintage), OCM Opportunities Fund VIII (2025 Vintage), GCM Grosvenor Elevate Fund, L.P. (2025 Vintage).

How are Southern Company System Master Retirement Trust's historical records substantiated and separated from active searches on Prilago?

Records for Southern Company System Master Retirement 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 Southern Company System Master Retirement Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/southern-company-system-master-retirement-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 Southern Company System Master Retirement Trust?

In Prilago's bilateral commitment graph, Southern Company System Master Retirement Trust shares resolved underlying fund vehicles with 477 institutional LPs across 21 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 Nomura Investment Management Business Trust (10 shared vehicles, e.g. OCM Opportunities Fund VIII (2025 Vintage)), Ausable Cape Ann Wakefield Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Kohlberg Investors, LP (2023 Vintage)), Cherokee Strip Cumberland Gap Sinclair Multi-Family Office Private Capital Platform (8 shared vehicles, e.g. Knox Lane Partners Fund I (2022 Vintage)).

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