Updated:
AFL-CIO Staff Retirement Plan
The AFL-CIO Staff Retirement Plan operates as the defined-benefit vehicle for staff of the American Federation of Labor and Congress of Industrial...
AFL-CIO Staff Retirement Plan
The AFL-CIO Staff Retirement Plan operates as the defined-benefit vehicle for staff of the American Federation of Labor and Congress of Industrial Organizations. Christopher B. Coleman serves as chair of its board of trustees, with Elizabeth H. Shuler and Sean McGarvey listed among the trustees. The plan allocates across real estate and private equity. It holds units in the AFL-CIO Housing Investment Trust, which finances union-built multifamily projects across the United States. Confirmed limited-partnership interests include BlackRock Private Equity Partners, Landmark Partners, and Siguler Guff. A separate position exists in Transwestern Commercial Services. Geographic exposure centers on the United States with additional holdings routed through Amalgamated Bank as custodian. Amalgamated Bank and Bank of New York Mellon act as custodians. Segal provides investment advisory services. The plan maintains memberships in the Council of Institutional Investors and the Interfaith Center on Corporate Responsibility. February 2026: Participated as speaker at the SHARE Investor Summit on responsible investment, labor rights, and ESG integration. Governance rests with a board that includes both union officers and external trustees. Investment decisions incorporate the Capital Stewardship program, which applies labor standards and ESG screens to manager selection and proxy voting.
General information
Firm type
Pension Fund
Year founded
1964
Location
Region
North America
Country
United States
City
Washington
Principals
Christopher B. Coleman
Chair of the Board of Trustees
Elizabeth H. Shuler
Trustee
Sean McGarvey
Trustee
Sector focus
Frequently asked questions
Who runs investment decisions at the AFL-CIO Staff Retirement Plan?
Christopher B. Coleman chairs the board of trustees. Elizabeth H. Shuler and Sean McGarvey serve as trustees. Day-to-day advisory support comes from Segal.
Does the plan participate in fund commitments or only direct deals?
The plan holds limited partnership interests in BlackRock Private Equity Partners, Landmark Partners, and Siguler Guff. It also maintains units in the AFL-CIO Housing Investment Trust.
What asset classes appear in the plan's portfolio?
Holdings include multifamily mortgage-backed assets via the Housing Investment Trust and private equity fund commitments. A separate position exists in Transwestern Commercial Services.
Where does the plan source its investments?
Investments route through the AFL-CIO Housing Investment Trust and third-party private equity managers. Custody is provided by Amalgamated Bank and Bank of New York Mellon.
How does the plan incorporate ESG or labor factors?
The Capital Stewardship program integrates ESG risks and workforce management principles into manager selection and proxy voting. The plan belongs to the Council of Institutional Investors and the Interfaith Center on Corporate Responsibility.
Profile maintained by Altss 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.
Need institutional-grade insight on pension funds?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: