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American United Life Insurance Company Employees Retirement Plan and Trust
The plan was established in 1948. It operates as the retirement vehicle for eligible employees of American United Life Insurance Company, a subsidiary of...
American United Life Insurance Company Employees Retirement Plan and Trust
The plan was established in 1948. It operates as the retirement vehicle for eligible employees of American United Life Insurance Company, a subsidiary of OneAmerica Financial Partners Inc. Stephen Pearson serves as plan administrator. The plan allocates across fixed maturity securities, commercial mortgage loans, and equity securities. Holdings include the OneAmerica Tower in Indianapolis and mortgage positions in Raleigh, Charlotte, and North Charleston. Geographic exposure spans the United States with additional interest in North American industrial and value-add real estate. Asset-class weights include private equity at 5.79 percent. The plan reports 466 million dollars in assets. It maintains relationships with OneAmerica Asset Management as investment adviser and Matrix Trust Company as custodian. In 2025 Voya Financial acquired the full-service retirement plan business of the plan sponsor. The plan sits inside the corporate structure of OneAmerica Financial Partners Inc. and draws operational support from the parent mutual holding company rather than operating as an independent allocator.
General information
Firm type
Pension Fund
Year founded
1948
Location
Region
North America
Country
United States
City
Indianapolis
Corporate office
ONE AMERICA SQUARE, PO BOX 368, Indianapolis, IN 46206, United States
Principals
Stephen Pearson
Plan Administrator
J. Scott Davison
Chairman, President and CEO of plan sponsor
Sector focus
Frequently asked questions
Who runs investment decisions at the American United Life Insurance Company Employees Retirement Plan and Trust?
Stephen Pearson serves as plan administrator. OneAmerica Asset Management acts as investment adviser.
What asset classes does the plan hold?
The plan holds fixed maturity securities, commercial mortgage loans, and equity securities. Private equity represents 5.79 percent of assets.
Where does the plan maintain real estate exposure?
The plan holds the OneAmerica Tower in Indianapolis and mortgage loans on properties in Raleigh, Charlotte, and North Charleston.
How is the plan related to OneAmerica Financial Partners Inc.?
OneAmerica Financial Partners Inc. is the plan sponsor. The plan provides benefits to employees of its subsidiary American United Life Insurance Company.
What recent transaction affected the plan sponsor?
In 2025 Voya Financial acquired OneAmerica's full-service retirement plan business.
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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