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Corporate Pension Plan Allocator Webpage (Unanchored URL) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Atlanta, GA

UPS (United Parcel Service) Group Trust Retirement Plan

$48.2B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($3.91B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Venture Capital, Infrastructure (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
28
5 Open Source Trails Below
Sum of Disclosed Rows
$3.91B
Total AUM: $48.2B
Median Disclosed Amount
$138.0M
Range: $102.0M – $253.0M
Disclosed Fund Multiples
13.4% Mean IRR (n=16) · 1.35x Mean TVPI (n=16)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — UPS (United Parcel Service) Group Trust Retirement Plan

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 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
EleganTree Opportunities Fund III Buyout 2025
$142.5M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Khosla Ventures IX, LP Venture Capital 2025
$138.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Digital Alpha Fund III Infrastructure 2025
$121.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Dover Street VII Secondaries 2025
$120.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
GCM Grosvenor Secondary Opportunities Fund V Secondaries 2025
$114.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — UPS (United Parcel Service) Group Trust Retirement Plan

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

Allocation-Policy / Pacing Update

UPS (United Parcel Service) Group Trust Retirement Plan (Corporate Pension Plan, $48.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.4% Actual; $1,253.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$564M–$1065M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.0% vs 12.4% actual on $48.2B total assets). Gatekeeper / Intake Conduit: Aon Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-02

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — UPS (United Parcel Service) Group Trust Retirement Plan

684 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as UPS (United Parcel Service) Group Trust Retirement Plan (28 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 16 Shared Vehicles

Polen Capital Management

OCIO / Wealth RIA Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter US Industrial Value Fund II (2025 Vintage)
UPS (United Parcel Service) Group Trust Retirement Plan: $143.8M · Allocator Webpage (Unanchored URL)
Polen Capital Management: $71.5M · SEC Form ADV 7.B

Additional shared vehicles: EleganTree Opportunities Fund III (2025 Vintage) · Digital Alpha Fund III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

ATP (Denmark)

Public Pension Plan Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EleganTree Opportunities Fund III (2025 Vintage)
UPS (United Parcel Service) Group Trust Retirement Plan: $142.5M · Allocator Webpage (Unanchored URL)
ATP (Denmark): $30.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EQT Exeter US Industrial Value Fund II (2025 Vintage) · Digital Alpha Fund III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Carbondale Boise Basin Goldstein Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Digital Alpha Fund III (2025 Vintage)
UPS (United Parcel Service) Group Trust Retirement Plan: $121.0M · Allocator Webpage (Unanchored URL)
Carbondale Boise Basin Goldstein Private Markets Primary & GP Seeder Fund-of-Funds: $125.0M · SEC Form ADV 7.B

Additional shared vehicles: EQT Exeter US Industrial Value Fund II (2025 Vintage) · Dover Street VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+681 Additional Institutional LPs Report Shared Vehicles with UPS (United Parcel Service) Group Trust Retirement Plan

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for UPS (United Parcel Service) Group Trust Retirement Plan

You are viewing 5 open public preview records (out of 28 total tracked records for UPS (United Parcel Service) Group Trust Retirement Plan) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (684 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by UPS (United Parcel Service) Group Trust Retirement Plan

Buyout LPs →Real Estate LPs →Private Equity LPs →Venture Capital LPs →Infrastructure LPs →

Frequently Asked Questions: UPS (United Parcel Service) Group Trust Retirement Plan

What type of institutional allocator is UPS (United Parcel Service) Group Trust Retirement Plan and what is their typical disclosed ticket size?

UPS (United Parcel Service) Group Trust Retirement Plan is categorized under Corporate Pension Plan (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Atlanta, GA). Across 28 historical disclosure records tracked on Prilago ($3.91B total parsed USD across disclosed rows), the median disclosed amount is $138.0M (range: $102.0M to $253.0M).

Which private-market strategies appear in UPS (United Parcel Service) Group Trust Retirement Plan's public disclosures?

UPS (United Parcel Service) Group Trust Retirement Plan has disclosed records across Buyout, Real Estate, Private Equity, Venture Capital, Infrastructure. Open preview records include EleganTree Opportunities Fund III (2025 Vintage), Khosla Ventures IX, LP (2025 Vintage), Digital Alpha Fund III (2025 Vintage), Dover Street VII (2025 Vintage).

How are UPS (United Parcel Service) Group Trust Retirement Plan's historical records substantiated and separated from active searches on Prilago?

Records for UPS (United Parcel Service) Group Trust Retirement Plan cite primary public disclosures (Allocator Webpage (Unanchored URL)), 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 (United Parcel Service) Group Trust Retirement Plan's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ups-united-parcel-service-group-trust-retirement-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 UPS (United Parcel Service) Group Trust Retirement Plan?

In Prilago's bilateral commitment graph, UPS (United Parcel Service) Group Trust Retirement Plan shares resolved underlying fund vehicles with 684 institutional LPs across 28 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 Polen Capital Management (16 shared vehicles, e.g. EQT Exeter US Industrial Value Fund II (2025 Vintage)), ATP (Denmark) (13 shared vehicles, e.g. EleganTree Opportunities Fund III (2025 Vintage)), Carbondale Boise Basin Goldstein Private Markets Primary & GP Seeder Fund-of-Funds (13 shared vehicles, e.g. Digital Alpha Fund III (2025 Vintage)).

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