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Healthcare / Hospital System DOL Form 5500 Roadshow Hub: Peoria, IL HQ: Peoria, IL

The Carle Foundation

$0.2B Total AUM · Institutional LP profile covering 7 historical fund disclosure records ($151.2M parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
7
5 Open Source Trails Below
Sum of Disclosed Rows
$151.2M
Total AUM: $0.2B
Median Holding / Carrying Value
$19.7M
Range: $12.8M – $34.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/7)
1 Gatekeepers · 1 Disclosed Strategies
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — The Carle Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 7 total tracked records (+2 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 Holding / Invested Value Disclosed Performance Primary Source Trail
Spartan 500 Indx Pool Institutional Trust Fund Multi-Strategy 2024
$34.1M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Fiam Long Duration Cit Institutional Trust Fund Multi-Strategy 2024
$24.1M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Spartan World Min Vol Indx Institutional Trust Fund Multi-Strategy 2024
$23.1M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Prudential U.S. Long Duration CORP Institutional Trust Fund Multi-Strategy 2024
$19.7M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Fiam Long CORP Comm Pl Institutional Trust Fund Multi-Strategy 2024
$19.6M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500

Forward-Looking Searches, Pacing Plans & Governance Updates — The Carle Foundation

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

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 (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — The Carle Foundation

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as The Carle Foundation (1 shared vehicles tracked; showing top 1 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 1 Shared Vehicle

Preferred Mutual Insurance

Insurance Company New Berlin, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fiam Long CORP Comm Pl Institutional Trust Fund (2024 Vintage)
The Carle Foundation: $19.6M (Holding / Fair Value) · DOL Form 5500
Preferred Mutual Insurance: $2.4M (Holding / Fair Value) · DOL Form 5500
Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for The Carle Foundation

You are viewing 5 open public preview records (out of 7 total tracked records for The Carle Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 7 tracked historical disclosure records (+2 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (2) & CRM export

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Strategies Disclosed by The Carle Foundation

Multi-Strategy LPs →

Frequently Asked Questions: The Carle Foundation

What type of institutional allocator is The Carle Foundation and what is their typical disclosed ticket size?

The Carle Foundation is categorized under Healthcare / Hospital System (Regional Roadshow Hub: Peoria, IL; Headquarters: Peoria, IL). Across 7 historical disclosure records tracked on Prilago ($151.2M total parsed USD across disclosed rows), the median disclosed amount is $19.7M (range: $12.8M to $34.1M).

Which private-market strategies appear in The Carle Foundation's public disclosures?

The Carle Foundation has disclosed records across Multi-Strategy. Open preview records include Spartan 500 Indx Pool Institutional Trust Fund (2024 Vintage), Fiam Long Duration Cit Institutional Trust Fund (2024 Vintage), Spartan World Min Vol Indx Institutional Trust Fund (2024 Vintage), Prudential U.S. Long Duration CORP Institutional Trust Fund (2024 Vintage).

How are The Carle Foundation's historical records substantiated and separated from active searches on Prilago?

Records for The Carle Foundation cite primary public disclosures (DOL Form 5500), 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 The Carle Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/the-carle-foundation or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside The Carle Foundation?

In Prilago's bilateral commitment graph, The Carle Foundation shares resolved underlying fund vehicles with 1 institutional LPs across 1 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 Preferred Mutual Insurance (1 shared vehicle, e.g. Fiam Long CORP Comm Pl Institutional Trust Fund (2024 Vintage)).

Related Healthcare / Hospital System & Peoria, IL Institutional LPs

Emory Healthcare (12)St. John's Riverside Hospital (12)Ascension Investment Management (Ascension Health) (10)Burke Rehabilitation Hospital (10)Mary Hitchcock Memorial Hospital (10)Range Regional Health Services (10)Boston Medical Center (9)Cleveland Clinic Foundation Investment Office (9)Columbia Memorial Hospital (9)Eisenhower Medical Center (9)