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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Massachusetts / New England HQ: Boston, MA

State Street Corporation Retirement Plan Trust

$2.9B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($265.4M parsed USD across disclosed rows) across disclosed strategy exposure in Distressed / Special Situations, Venture Capital, Real Estate, Buyout, Direct Lending (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$265.4M
Total AUM: $2.9B
Median Disclosed Amount
$16.5M
Range: $10.0M – $30.0M
Disclosed Fund Multiples
13.2% Mean IRR (n=8) · 1.41x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — State Street Corporation Retirement Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Strategic Value Special Situation VI Distressed / Special Situations 2025
$17.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Silver Rock Financial, LP Direct Lending 2025
$16.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Jaguar Real Estate Partners II LP Real Estate 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
$14.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Forerunner Partners III LP Venture Capital 2024
$30.0M
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 — State Street Corporation 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

State Street Corporation Retirement Plan Trust (Boston, MA) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($46.4M allocation gap toward a 10.0% target, advised by Mercer).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-23

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — State Street Corporation Retirement Plan Trust

357 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as State Street Corporation Retirement Plan Trust (14 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 2 Shared Vehicles

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Forerunner Partners III LP (2024 Vintage)
State Street Corporation Retirement Plan Trust: $30.0M · SEC EDGAR Filing
University of Texas (UTIMCO): $27.4M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.60)

Additional shared vehicles: Jaguar Real Estate Partners II LP (2024 Vintage)

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

Pontegadea Inversiones (Ortega Family Office)

Family Office / MFO La Coruña / Madrid, Spain
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Marathon Dist CR II (2022 Vintage)
State Street Corporation Retirement Plan Trust: $22.0M · SEC EDGAR Filing
Pontegadea Inversiones (Ortega Family Office): $503.4M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Forerunner Partners III LP (2024 Vintage)

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

Alabama RSA

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Strategic Value Special Situation VI (2025 Vintage)
State Street Corporation Retirement Plan Trust: $17.8M · SEC EDGAR Filing
Alabama RSA: $96.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Starwood Opportunity XII (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+354 Additional Institutional LPs Report Shared Vehicles with State Street Corporation Retirement Plan Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for State Street Corporation Retirement Plan Trust

You are viewing 5 open public preview records (out of 15 total tracked records for State Street Corporation Retirement Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (357 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by State Street Corporation Retirement Plan Trust

Distressed / Special Situations LPs →Venture Capital LPs →Real Estate LPs →Buyout LPs →Direct Lending LPs →

Frequently Asked Questions: State Street Corporation Retirement Plan Trust

What type of institutional allocator is State Street Corporation Retirement Plan Trust and what is their typical disclosed ticket size?

State Street Corporation Retirement Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 15 historical disclosure records tracked on Prilago ($265.4M total parsed USD across disclosed rows), the median disclosed amount is $16.5M (range: $10.0M to $30.0M).

Which private-market strategies appear in State Street Corporation Retirement Plan Trust's public disclosures?

State Street Corporation Retirement Plan Trust has disclosed records across Distressed / Special Situations, Venture Capital, Real Estate, Buyout, Direct Lending. Open preview records include Strategic Value Special Situation VI (2025 Vintage), Silver Rock Financial, LP (2025 Vintage), Jaguar Real Estate Partners II LP (2025 Vintage), Transwestern Strategic Partners Fund III, LP (2025 Vintage).

How are State Street Corporation Retirement Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for State Street Corporation 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 State Street Corporation Retirement Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/state-street-corporation-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 State Street Corporation Retirement Plan Trust?

In Prilago's bilateral commitment graph, State Street Corporation Retirement Plan Trust shares resolved underlying fund vehicles with 357 institutional LPs across 14 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 University of Texas (UTIMCO) (2 shared vehicles, e.g. Forerunner Partners III LP (2024 Vintage)), Pontegadea Inversiones (Ortega Family Office) (2 shared vehicles, e.g. Marathon Dist CR II (2022 Vintage)), Alabama RSA (2 shared vehicles, e.g. Strategic Value Special Situation VI (2025 Vintage)).

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