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Corporate Pension Plan DOL Form 5500 Roadshow Hub: Oak Ridge, TN HQ: Oak Ridge, TN

UT-Battelle Defined Benefit Pension Plan

$2.4B Total AUM · Institutional LP profile covering 11 historical fund disclosure records ($730.3M parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy, Buyout (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
11
5 Open Source Trails Below
Sum of Disclosed Rows
$730.3M
Total AUM: $2.4B
Median Holding / Carrying Value
$41.6M
Range: $1.1M – $290.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/11)
1 Gatekeepers · 2 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 — UT-Battelle Defined Benefit Pension Plan

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 11 total tracked records (+6 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
Polaris Capital Global Value Cit Institutional Trust Fund Multi-Strategy 2024
$290.6M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Coltv Short Term Investment Fund Multi-Strategy 2024
$183.9M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Cf Bnym Mellon DB Nsl Fallen Angels Institutional Trust Fund Multi-Strategy 2024
$69.3M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Cf Jpmcb Strategic Property Fund Multi-Strategy 2024
$62.5M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Metlife Blkrk Sa637 Gac32257-Sl Institutional Trust Fund Multi-Strategy 2024
$45.5M
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 — UT-Battelle 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 — UT-Battelle Defined Benefit Pension Plan

5 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as UT-Battelle Defined Benefit Pension Plan (2 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 2 Shared Vehicles

Jack IN The Box Defined Benefit Pension Plan

Corporate Pension Plan San Diego, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coltv Short Term Investment Fund (2024 Vintage)
UT-Battelle Defined Benefit Pension Plan: $183.9M (Holding / Fair Value) · DOL Form 5500
Jack IN The Box Defined Benefit Pension Plan: $2.8M (Holding / Fair Value) · DOL Form 5500

Additional shared vehicles: Cf Jpmcb Strategic Property Fund (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Texas Instruments Employees Pension Trust

Corporate Pension Plan Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coltv Short Term Investment Fund (2024 Vintage)
UT-Battelle Defined Benefit Pension Plan: $183.9M (Holding / Fair Value) · DOL Form 5500
Texas Instruments Employees Pension Trust: $550.7M (Holding / Fair Value) · DOL Form 5500
Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

Akzo Nobel Defined Benefit Pension Plan

Corporate Pension Plan Nashville, TN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coltv Short Term Investment Fund (2024 Vintage)
UT-Battelle Defined Benefit Pension Plan: $183.9M (Holding / Fair Value) · DOL Form 5500
Akzo Nobel Defined Benefit Pension Plan: $1.1M (Holding / Fair Value) · DOL Form 5500
Potential introduction path · LPAC unconfirmed View LP Profile →

+2 Additional Institutional LPs Report Shared Vehicles with UT-Battelle Defined Benefit Pension Plan

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for UT-Battelle Defined Benefit Pension Plan

You are viewing 5 open public preview records (out of 11 total tracked records for UT-Battelle Defined Benefit Pension Plan) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 11 tracked historical disclosure records (+6 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (5 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 UT-Battelle Defined Benefit Pension Plan

Multi-Strategy LPs →Buyout LPs →

Frequently Asked Questions: UT-Battelle Defined Benefit Pension Plan

What type of institutional allocator is UT-Battelle Defined Benefit Pension Plan and what is their typical disclosed ticket size?

UT-Battelle Defined Benefit Pension Plan is categorized under Corporate Pension Plan (Regional Roadshow Hub: Oak Ridge, TN; Headquarters: Oak Ridge, TN). Across 11 historical disclosure records tracked on Prilago ($730.3M total parsed USD across disclosed rows), the median disclosed amount is $41.6M (range: $1.1M to $290.6M).

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

UT-Battelle Defined Benefit Pension Plan has disclosed records across Multi-Strategy, Buyout. Open preview records include Polaris Capital Global Value Cit Institutional Trust Fund (2024 Vintage), Coltv Short Term Investment Fund (2024 Vintage), Cf Bnym Mellon DB Nsl Fallen Angels Institutional Trust Fund (2024 Vintage), Cf Jpmcb Strategic Property Fund (2024 Vintage).

How are UT-Battelle Defined Benefit Pension Plan's historical records substantiated and separated from active searches on Prilago?

Records for UT-Battelle 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 UT-Battelle Defined Benefit Pension Plan's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ut-battelle-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 UT-Battelle Defined Benefit Pension Plan?

In Prilago's bilateral commitment graph, UT-Battelle Defined Benefit Pension Plan shares resolved underlying fund vehicles with 5 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 Jack IN The Box Defined Benefit Pension Plan (2 shared vehicles, e.g. Coltv Short Term Investment Fund (2024 Vintage)), Texas Instruments Employees Pension Trust (1 shared vehicle, e.g. Coltv Short Term Investment Fund (2024 Vintage)), Akzo Nobel Defined Benefit Pension Plan (1 shared vehicle, e.g. Coltv Short Term Investment Fund (2024 Vintage)).

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