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Amalgamated Retail Retirement Fund
Amalgamated Retail Retirement Fund is a defined benefit plan based in New York. It provides pension services to eligible employees in the biotech and life...
Amalgamated Retail Retirement Fund
Amalgamated Retail Retirement Fund is a defined benefit plan based in New York. It provides pension services to eligible employees in the biotech and life science sectors.
General information
Firm type
Pension Fund
Year founded
—
AUM
45 (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Principals
Julie B. Kelly
Trustee
Lynne P. Fox
Trustee
Frequently asked questions
Who runs investment decisions at Amalgamated Retail Retirement Fund?
Julie B. Kelly and Lynne P. Fox serve as trustees. No additional investment staff or committee structure is disclosed in available records.
Where does the underlying wealth come from?
The fund is sponsored by Workers United (SEIU) to provide defined benefits to its members.
How is Amalgamated Retail Retirement Fund related to Amalgamated Bank?
Amalgamated Bank is listed as a business partner and related party. The fund is described as a significant stakeholder in the bank.
Does the fund participate in co-investments with other vehicles?
It lists Consolidated Retirement Fund as a co-investor within the Workers United network.
What asset classes appear in the portfolio?
Confirmed holdings include the PIMCO Total Return Fund and US Treasury Notes.
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.
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