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Corporate Pension Plan DOL Form 5500 Roadshow Hub: Denver, PA HQ: Denver, PA

Ugi Utilities Defined Benefit Pension Plan

$0.5B Total AUM · Institutional LP profile covering 6 historical fund disclosure records ($164.0M 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.

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Disclosed Records
6
5 Open Source Trails Below
Sum of Disclosed Rows
$164.0M
Total AUM: $0.5B
Median Holding / Carrying Value
$26.0M
Range: $3.3M – $58.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/6)
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 — Ugi Utilities Defined Benefit Pension Plan

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 6 total tracked records (+1 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
Mercer Non-US Core Equity Index Fun Institutional Trust Fund Multi-Strategy 2024
$58.8M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Mercer Long Duration Pass Fixed INC Institutional Trust Fund Multi-Strategy 2024
$41.7M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Mercer Emerging Markets Equity Fund Multi-Strategy 2024
$26.0M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Mercer US Small/Midcap Equity 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
Mercer Global Low Volatility Equity Institutional Trust Fund Multi-Strategy 2024
$10.2M
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 — Ugi Utilities Defined Benefit Pension Plan

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 — Ugi Utilities Defined Benefit Pension Plan

25 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ugi Utilities Defined Benefit Pension Plan (2 shared vehicles tracked; showing top 3 bilateral overlaps).

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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

Carrier Global Defined Benefit Pension Plan

Corporate Pension Plan Palm Beach Gardens, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Eb Temporary Investment Fund (2024 Vintage)
Ugi Utilities Defined Benefit Pension Plan: $3.3M (Holding / Fair Value) · DOL Form 5500
Carrier Global Defined Benefit Pension Plan: $8.8M (Holding / Fair Value) · DOL Form 5500
Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Ensco International Incorporated Defined Benefit Pension Plan

Corporate Pension Plan Houston, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mercer Global Low Volatility Equity Institutional Trust Fund (2024 Vintage)
Ugi Utilities Defined Benefit Pension Plan: $10.2M (Holding / Fair Value) · DOL Form 5500
Ensco International Incorporated Defined Benefit Pension Plan: $34.1M (Holding / Fair Value) · DOL Form 5500
Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

Marathon Oil Defined Benefit Pension Plan

Corporate Pension Plan Houston, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mercer Global Low Volatility Equity Institutional Trust Fund (2024 Vintage)
Ugi Utilities Defined Benefit Pension Plan: $10.2M (Holding / Fair Value) · DOL Form 5500
Marathon Oil Defined Benefit Pension Plan: $3.7M (Holding / Fair Value) · DOL Form 5500
Potential introduction path · LPAC unconfirmed View LP Profile →

+22 Additional Institutional LPs Report Shared Vehicles with Ugi Utilities Defined Benefit Pension Plan

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Ugi Utilities Defined Benefit Pension Plan

You are viewing 5 open public preview records (out of 6 total tracked records for Ugi Utilities Defined Benefit Pension Plan) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 6 tracked historical disclosure records (+1 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (25 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 Ugi Utilities Defined Benefit Pension Plan

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Frequently Asked Questions: Ugi Utilities Defined Benefit Pension Plan

What type of institutional allocator is Ugi Utilities Defined Benefit Pension Plan and what is their typical disclosed ticket size?

Ugi Utilities Defined Benefit Pension Plan is categorized under Corporate Pension Plan (Regional Roadshow Hub: Denver, PA; Headquarters: Denver, PA). Across 6 historical disclosure records tracked on Prilago ($164.0M total parsed USD across disclosed rows), the median disclosed amount is $26.0M (range: $3.3M to $58.8M).

Which private-market strategies appear in Ugi Utilities Defined Benefit Pension Plan's public disclosures?

Ugi Utilities Defined Benefit Pension Plan has disclosed records across Multi-Strategy. Open preview records include Mercer Non-US Core Equity Index Fun Institutional Trust Fund (2024 Vintage), Mercer Long Duration Pass Fixed INC Institutional Trust Fund (2024 Vintage), Mercer Emerging Markets Equity Fund (2024 Vintage), Mercer US Small/Midcap Equity Institutional Trust Fund (2024 Vintage).

How are Ugi Utilities Defined Benefit Pension Plan's historical records substantiated and separated from active searches on Prilago?

Records for Ugi Utilities Defined Benefit Pension Plan 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 Ugi Utilities Defined Benefit Pension Plan's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ugi-utilities-defined-benefit-pension-plan or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Ugi Utilities Defined Benefit Pension Plan?

In Prilago's bilateral commitment graph, Ugi Utilities Defined Benefit Pension Plan shares resolved underlying fund vehicles with 25 institutional LPs across 2 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 Carrier Global Defined Benefit Pension Plan (1 shared vehicle, e.g. Eb Temporary Investment Fund (2024 Vintage)), Ensco International Incorporated Defined Benefit Pension Plan (1 shared vehicle, e.g. Mercer Global Low Volatility Equity Institutional Trust Fund (2024 Vintage)), Marathon Oil Defined Benefit Pension Plan (1 shared vehicle, e.g. Mercer Global Low Volatility Equity Institutional Trust Fund (2024 Vintage)).

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