# AARP Employees’ Pension Plan

AARP Employees’ Pension Plan is a Pension Fund based in Washington, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Washington, United States
- **Region:** North America
- **Address:** 601 E Street, NW, Washington, District of Columbia, United States
- **Founded:** 1958
- **Assets under management:** 1500 (Altss estimate)
- **Website:** aarp.org
- **LinkedIn:** https://www.linkedin.com/company/aarp

## Regulatory record

- **Reports private funds:** No

## About

The AARP Employees’ Pension Plan operates as the defined benefit retirement vehicle for employees of AARP, Inc. and its affiliates. It receives funding from the sponsoring organization and delivers benefits calculated on salary and service years. Allocations include the U.S. Institutional Real Estate Portfolio of office, retail, multifamily, and industrial assets held through limited partnerships. A separate Debt and Fixed Income Portfolio covers corporate bonds and asset-backed securities. Additional exposure runs through global private equity funds, hedge funds, and stressed opportunity vehicles. Geographic reach centers on the United States with supplementary holdings in European equities recorded between 2006 and 2013. State Street Bank and Trust Company and BNY Mellon serve as custodians. Grant Thornton LLP has acted as auditor since 2017. The plan participates alongside AARP Foundation and Older Adults Technology Services, Inc. in shared retirement arrangements. Governance ties directly to AARP, Inc. as plan sponsor, with investment decisions executed through external managers including Northern Trust Global Investments, LSV Asset Management, and Russell Investments.

## Sectors

- Real Estate
- Private Equity
- Fixed Income
- Hedge Funds

## Questions

### Who sponsors the AARP Employees’ Pension Plan?

AARP, Inc. serves as the plan sponsor and primary funding source for the defined benefit arrangement.

### What asset classes appear in the plan’s portfolio?

Holdings include U.S. real estate partnerships, investment-grade debt securities, private equity funds, and hedge funds.

### Does the plan maintain an ESG policy?

Socially responsible investments are permitted only when they do not reduce expected returns or increase risk relative to alternatives.

### How is the plan connected to AARP Foundation?

The plan covers employees of AARP-affiliated entities including the Foundation and Older Adults Technology Services, Inc.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/aarp-employees-pension-plan

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