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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: California HQ: Burbank, CA

Walt Disney Company Master Retirement Trust

$17.4B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.22B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Growth Equity, Venture Capital (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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.22B
Total AUM: $17.4B
Median Disclosed Amount
$40.0M
Range: $20.0M – $83.2M
Disclosed Fund Multiples
13.5% Mean IRR (n=18) · 1.55x Mean TVPI (n=18)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Walt Disney Company Master Retirement Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
TI IV R1 CF Exit, L.P. Buyout 2025
$68.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Apollo Real Estate Fund X Real Estate 2025
$68.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
HIG Bayside Loan Opportunity Fund VI Private Credit 2025
$61.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Woodline Spire Fund LP Multi-Strategy 2024
$61.5M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Bain Capital Tech Opportunities Fund III Growth Equity 2023
$39.5M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing

Forward-Looking Searches, Pacing Plans & Governance Updates — Walt Disney Company Master Retirement Trust

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

Allocation-Policy / Pacing Update

Walt Disney Company Master Retirement Trust (Corporate Pension Plan, $17.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 10.9% Actual; $365.4M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0001744489, $17.4B plan assets): Active LDI private credit (11.5% target), core/mid-market buyout (13.0% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Cambridge Associates.

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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Walt Disney Company Master Retirement Trust

525 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Walt Disney Company Master Retirement Trust (21 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 9 Shared Vehicles

Commonfund Capital

Fund of Funds / Seeder Wilton, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Tech Opportunities Fund III (2023 Vintage)
Walt Disney Company Master Retirement Trust: $39.5M · SEC EDGAR Filing
Commonfund Capital: $137.5M · SEC Form ADV 7.B

Additional shared vehicles: Bain Capital Special Situations Asia II (2022 Vintage) · Bain Capital Special Situations Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Special Situations Asia II (2022 Vintage)
Walt Disney Company Master Retirement Trust: $65.0M · SEC EDGAR Filing
Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory: $88.5M · SEC Form ADV 7.B

Additional shared vehicles: Bain Capital Tech Opportunities Fund III (2023 Vintage) · Bain Capital Special Situations Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Hocking Hills Feather River Sterling Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Special Situations Fund II (2022 Vintage)
Walt Disney Company Master Retirement Trust: $64.5M · SEC EDGAR Filing
Hocking Hills Feather River Sterling Industrial Consolidated Master Retirement Trust: $47.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bain Capital Tech Opportunities Fund III (2023 Vintage) · Bain Capital Special Situations Asia II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+522 Additional Institutional LPs Report Shared Vehicles with Walt Disney Company Master Retirement Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Walt Disney Company Master Retirement Trust

You are viewing 5 open public preview records (out of 25 total tracked records for Walt Disney Company Master Retirement Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (525 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 Walt Disney Company Master Retirement Trust

Buyout LPs →Real Estate LPs →Private Credit LPs →Growth Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Walt Disney Company Master Retirement Trust

What type of institutional allocator is Walt Disney Company Master Retirement Trust and what is their typical disclosed ticket size?

Walt Disney Company Master Retirement Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: California; Headquarters: Burbank, CA). Across 25 historical disclosure records tracked on Prilago ($1.22B total parsed USD across disclosed rows), the median disclosed amount is $40.0M (range: $20.0M to $83.2M).

Which private-market strategies appear in Walt Disney Company Master Retirement Trust's public disclosures?

Walt Disney Company Master Retirement Trust has disclosed records across Buyout, Real Estate, Private Credit, Growth Equity, Venture Capital. Open preview records include TI IV R1 CF Exit, L.P. (2025 Vintage), Apollo Real Estate Fund X (2025 Vintage), HIG Bayside Loan Opportunity Fund VI (2025 Vintage), Woodline Spire Fund LP (2024 Vintage).

How are Walt Disney Company Master Retirement Trust's historical records substantiated and separated from active searches on Prilago?

Records for Walt Disney Company Master Retirement 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 Walt Disney Company Master Retirement Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/walt-disney-company-master-retirement-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 Walt Disney Company Master Retirement Trust?

In Prilago's bilateral commitment graph, Walt Disney Company Master Retirement Trust shares resolved underlying fund vehicles with 525 institutional LPs across 21 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 Commonfund Capital (9 shared vehicles, e.g. Bain Capital Tech Opportunities Fund III (2023 Vintage)), Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. Bain Capital Special Situations Asia II (2022 Vintage)), Hocking Hills Feather River Sterling Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. Bain Capital Special Situations Fund II (2022 Vintage)).

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