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AT&T Pension Fund
Daniel O'Grady leads the AT&T Pension Fund, a large US corporate plan with a global real assets portfolio and a UK pension risk transfer program.
AT&T Pension Fund
AT&T Inc. is a US-based telecommunications company founded in 1983. It provides broadband connectivity and offers pension benefits to employees and retirees. The company's pension assets are held in a master pension trust.
General information
Firm type
Pension Fund
Year founded
1984
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Principals
Daniel O'Grady
Chief Investment Officer / Assistant Vice President, Investment Management
Alan Casey
Director, Alternative Investments Management
Carl Strutz
Executive Director, Investment Management
Sector focus
Frequently asked questions
Who oversees investment decisions at the AT&T Pension Fund?
Daniel O'Grady serves as Chief Investment Officer and Assistant Vice President of Investment Management, leading the fund's strategy across public and private markets. He is supported by Alan Casey, Director of Alternative Investments Management, and Carl Strutz, Executive Director of Investment Management (Altss research).
What is the AT&T Pension Fund's approach to pension risk transfer?
The fund maintains an active pension risk transfer and buy-in policy specifically in the United Kingdom. This involves purchasing insurance contracts to offload a portion of its longevity and investment risk obligations for UK-based plan participants, a strategy consistent with broader corporate efforts to de-risk legacy pension liabilities.
Does the AT&T Pension Fund invest directly in real assets?
Yes. The fund holds a globally diversified real assets portfolio that includes mixed-use properties. This is managed as part of its broader alternatives allocation, which also spans private equity, hedge funds, and private credit.
How is the AT&T Foundation related to the pension fund?
The AT&T Foundation is a separate philanthropic entity funded by AT&T Inc., not by pension plan assets. The pension fund and the foundation operate independently, though both fall under the broader AT&T corporate umbrella.
What asset classes does the AT&T Pension Fund invest in?
The fund allocates across public equities, fixed income, private equity, hedge funds, real assets, and private credit. Its alternatives portfolio, managed by the Director of Alternative Investments, covers direct investments and fund commitments globally.
Where is the AT&T Pension Fund based?
The fund is headquartered in Dallas, Texas, where AT&T Inc. has maintained its corporate base since 2008. Investment operations are managed from this location by the internal investment team.
Is the AT&T Pension Fund a single-employer plan?
Yes. It is a corporate defined benefit plan sponsored solely by AT&T Inc., covering eligible employees and retirees of the company and its subsidiaries.
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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