Pension Fund

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ABC-NABET Retirement Trust Fund

The plan was established in 1963 as a single-employer defined benefit arrangement between ABC, Inc. and the National Association of Broadcast Employees and...

ABC-NABET Retirement Trust Fund logo

ABC-NABET Retirement Trust Fund

The plan was established in 1963 as a single-employer defined benefit arrangement between ABC, Inc. and the National Association of Broadcast Employees and Technicians-CWA. It covers regular employees of the company and the union, with The Walt Disney Company serving as the ultimate parent of the sponsor. Assets are deployed across US equity, international equity, and fixed income composites, alongside dedicated private equity and real estate investment programs. The fund also runs a commodity overlay program and a derivative overlay strategy that includes cash securitization and rebalancing. Geographic exposure centers on the United States with additional international equity holdings. Service providers include Meketa Investment Group as investment advisor since 2019, Parametric Portfolio Associates for overlay management since 2016, and Callan LLC as consultant since 2023. Total assets stand at $917 million. The plan maintains relationships with Northern Trust as custodian and Cheiron, Inc. as actuary. No additional offices or named internal investment principals are disclosed in available records.

General information

Firm type

Pension Fund

Year founded

1963

Location

Region

North America

Country

United States

City

New York

Corporate office

77 West 66th Street, New York, NY 10023, United States

Sector focus

Financial ServicesReal Estate

Frequently asked questions

Who sponsors the ABC-NABET Retirement Trust Fund?

ABC, Inc. serves as the single-employer sponsor. The plan is jointly administered with NABET-CWA under a collective bargaining agreement, with The Walt Disney Company as the parent of the sponsor.

What asset classes does the plan allocate to?

Allocations include US equity, international equity, fixed income, private equity, real estate, and overlay strategies for commodities and derivatives.

Which external firms provide investment services?

Meketa Investment Group acts as investment advisor, Parametric Portfolio Associates manages overlay strategies, Callan LLC serves as consultant, Northern Trust provides custody, and Cheiron, Inc. performs actuarial work.

When was the plan established?

The ABC-NABET Retirement Trust Fund was established in 1963.

What is the plan's AUM?

Assets total $917 million according to Altss records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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