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

Truist Financial Corporation Pension Plan Trust

$8.9B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($442.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Energy Transition, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$442.1M
Total AUM: $8.9B
Median Disclosed Amount
$26.6M
Range: $10.0M – $36.0M
Disclosed Fund Multiples
14.1% Mean IRR (n=11) · 1.27x Mean TVPI (n=11)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Truist Financial Corporation Pension Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Permira European Fund III Buyout 2025
$29.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Kepe Selling Fund II Energy Transition 2025
$26.6M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
BPE Europe VII Private Equity 2025
$22.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
BPEA Private Equity Fund IX, SCSpParallel Vehicle Buyout 2025
$16.2M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
BIG RE Fund III Real Estate 2025
$11.2M
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 — Truist Financial Corporation Pension Plan Trust

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

Allocation-Policy / Pacing Update

Truist Financial Corporation Pension Plan Trust (Corporate Pension Plan, $8.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 11.0% vs. 9.8% Actual; $106.8M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0000092230, $8.9B plan assets): Active LDI private credit (12.5% target), core/mid-market buyout (11.0% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Aon Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 — Truist Financial Corporation Pension Plan Trust

569 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Truist Financial Corporation Pension Plan Trust (18 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 7 Shared Vehicles

Health Care Service Corporation (HCSC / BCBS)

Insurance Company Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BPE Europe VII (2025 Vintage)
Truist Financial Corporation Pension Plan Trust: $22.5M · SEC EDGAR Filing
Health Care Service Corporation (HCSC / BCBS): $61.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: BGH Capital Fund II (2025 Vintage) · BPEA Private Equity Fund IX, SCSp (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

LGPS Central Pool (UK LGPS)

Public Pension Plan Wolverhampton, United Kingdom
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BGH Capital Fund II (2025 Vintage)
Truist Financial Corporation Pension Plan Trust: $19.5M · SEC EDGAR Filing
LGPS Central Pool (UK LGPS): $130.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: BPE Europe VII (2025 Vintage) · BPEA Private Equity Fund IX, SCSp (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Evergreen, CO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BPEA Private Equity Fund IX, SCSp (2025 Vintage)
Truist Financial Corporation Pension Plan Trust: $16.2M · SEC EDGAR Filing
Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory: $46.5M · SEC Form ADV 7.B

Additional shared vehicles: BPE Europe VII (2025 Vintage) · BGH Capital Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+566 Additional Institutional LPs Report Shared Vehicles with Truist Financial Corporation Pension 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 Truist Financial Corporation Pension Plan Trust

You are viewing 5 open public preview records (out of 18 total tracked records for Truist Financial Corporation Pension Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (569 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 Truist Financial Corporation Pension Plan Trust

Buyout LPs →Real Estate LPs →Private Credit LPs →Energy Transition LPs →Private Equity LPs →

Frequently Asked Questions: Truist Financial Corporation Pension Plan Trust

What type of institutional allocator is Truist Financial Corporation Pension Plan Trust and what is their typical disclosed ticket size?

Truist Financial Corporation Pension Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Charlotte, NC). Across 18 historical disclosure records tracked on Prilago ($442.1M total parsed USD across disclosed rows), the median disclosed amount is $26.6M (range: $10.0M to $36.0M).

Which private-market strategies appear in Truist Financial Corporation Pension Plan Trust's public disclosures?

Truist Financial Corporation Pension Plan Trust has disclosed records across Buyout, Real Estate, Private Credit, Energy Transition, Private Equity. Open preview records include Permira European Fund III (2025 Vintage), Kepe Selling Fund II (2025 Vintage), BPE Europe VII (2025 Vintage), BPEA Private Equity Fund IX, SCSp (2025 Vintage).

How are Truist Financial Corporation Pension Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for Truist Financial Corporation Pension 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 Truist Financial Corporation Pension Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/truist-financial-corporation-pension-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 Truist Financial Corporation Pension Plan Trust?

In Prilago's bilateral commitment graph, Truist Financial Corporation Pension Plan Trust shares resolved underlying fund vehicles with 569 institutional LPs across 18 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 Health Care Service Corporation (HCSC / BCBS) (7 shared vehicles, e.g. BPE Europe VII (2025 Vintage)), LGPS Central Pool (UK LGPS) (6 shared vehicles, e.g. BGH Capital Fund II (2025 Vintage)), Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. BPEA Private Equity Fund IX, SCSp (2025 Vintage)).

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