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

UPS Retirement Plan Master Trust

$46.5B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($2.82B parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy, Buyout, Private Equity, 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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$2.82B
Total AUM: $46.5B
Median Disclosed Amount
$101.5M
Range: $45.0M – $213.9M
Disclosed Fund Multiples
13.4% Mean IRR (n=19) · 1.32x Mean TVPI (n=19)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — UPS Retirement Plan Master Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
Frazier Healthcare Growth XI Growth Equity 2025
$200.9M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Great Hill Equity Partners IV Buyout 2025
$176.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
FSN Capital V Private Equity 2025
$139.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Eureka Growth Capital III Growth Equity 2025
$109.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
FSN Capital IV Private Equity 2025
$59.5M
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 — UPS Retirement Plan Master Trust

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

Allocation-Policy / Pacing Update

UPS Retirement Plan Master Trust (Corporate Pension Plan, $46.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 12.5% vs. 12.1% Actual; $186.0M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0001090727, $46.5B plan assets): Active LDI private credit (13.5% target), core/mid-market buyout (12.5% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Goldman Sachs OCIO.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — UPS Retirement Plan Master Trust

630 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as UPS Retirement Plan Master Trust (26 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 12 Shared Vehicles

Leeds Northern Powerhouse Sovereign Investment Fund UK Falmouth Sovereign Strategic Investment Fund

Sovereign Wealth Fund Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
FSN Capital V (2025 Vintage)
UPS Retirement Plan Master Trust: $139.0M · SEC EDGAR Filing
Leeds Northern Powerhouse Sovereign Investment Fund UK Falmouth Sovereign Strategic Investment Fund: $78.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Eureka Growth Capital III (2025 Vintage) · FSN Capital IV (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Polski Fundusz Rozwoju (PFR Polish Sovereign Development Fund)

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Eureka Growth Capital III (2025 Vintage)
UPS Retirement Plan Master Trust: $109.5M · SEC EDGAR Filing
Polski Fundusz Rozwoju (PFR Polish Sovereign Development Fund): $35.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: FSN Capital V (2025 Vintage) · FSN Capital IV (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Glen Ellyn Flathead Valley Bergstrom Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
FSN Capital IV (2025 Vintage)
UPS Retirement Plan Master Trust: $59.5M · SEC EDGAR Filing
Glen Ellyn Flathead Valley Bergstrom Institutional Outsourced CIO & Wealth Advisory: $54.5M · SEC Form ADV 7.B

Additional shared vehicles: FSN Capital V (2025 Vintage) · Eureka Growth Capital III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+627 Additional Institutional LPs Report Shared Vehicles with UPS Retirement Plan Master 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 UPS Retirement Plan Master Trust

You are viewing 5 open public preview records (out of 26 total tracked records for UPS Retirement Plan Master Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (630 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by UPS Retirement Plan Master Trust

Multi-Strategy LPs →Buyout LPs →Private Equity LPs →Growth Equity LPs →Real Estate LPs →

Frequently Asked Questions: UPS Retirement Plan Master Trust

What type of institutional allocator is UPS Retirement Plan Master Trust and what is their typical disclosed ticket size?

UPS Retirement Plan Master Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Atlanta, GA). Across 26 historical disclosure records tracked on Prilago ($2.82B total parsed USD across disclosed rows), the median disclosed amount is $101.5M (range: $45.0M to $213.9M).

Which private-market strategies appear in UPS Retirement Plan Master Trust's public disclosures?

UPS Retirement Plan Master Trust has disclosed records across Multi-Strategy, Buyout, Private Equity, Growth Equity, Real Estate. Open preview records include Frazier Healthcare Growth XI (2025 Vintage), Great Hill Equity Partners IV (2025 Vintage), FSN Capital V (2025 Vintage), Eureka Growth Capital III (2025 Vintage).

How are UPS Retirement Plan Master Trust's historical records substantiated and separated from active searches on Prilago?

Records for UPS Retirement Plan Master 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 UPS Retirement Plan Master Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ups-retirement-plan-master-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 UPS Retirement Plan Master Trust?

In Prilago's bilateral commitment graph, UPS Retirement Plan Master Trust shares resolved underlying fund vehicles with 630 institutional LPs across 26 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 Leeds Northern Powerhouse Sovereign Investment Fund UK Falmouth Sovereign Strategic Investment Fund (12 shared vehicles, e.g. FSN Capital V (2025 Vintage)), Polski Fundusz Rozwoju (PFR Polish Sovereign Development Fund) (12 shared vehicles, e.g. Eureka Growth Capital III (2025 Vintage)), Glen Ellyn Flathead Valley Bergstrom Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. FSN Capital IV (2025 Vintage)).

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