# American United Life Insurance Company Employees Retirement Plan and Trust

American United Life Insurance Company Employees Retirement Plan and Trust is a Pension Fund based in Indianapolis, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** ONE AMERICA SQUARE, PO BOX 368, Indianapolis, IN 46206, United States
- **Founded:** 1948
- **Assets under management:** 466 (Altss estimate)
- **Website:** oneamerica.com
- **LinkedIn:** https://www.oneamerica.com/

## Regulatory record

- **Reports private funds:** No

## About

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 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.

## Sectors

- Insurance
- Financial Services
- Real Estate

## People

- Stephen Pearson — Plan Administrator
- J. Scott Davison — Chairman, President and CEO of plan sponsor

## 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?

### 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.

## Related profiles

- [Waterbury Retirement System](https://altss.com/profile/waterbury-retirement-system)
- [Leon Levy Foundation](https://altss.com/profile/leon-levy-foundation)

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

Canonical page: https://altss.com/profile/american-united-life-insurance-company-employees-retirement-plan-and-trust

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology