Pension Fund

Updated:

ATI Inc.

ATI Inc. operates as a publicly traded specialty materials company. The ATI Pension Plan was established in 1950 as its defined benefit vehicle.

ATI Inc.

ATI Inc. operates as a publicly traded specialty materials company. The ATI Pension Plan was established in 1950 as its defined benefit vehicle. The plan's assets sit at $289 million following the 2023 annuity transfer. Current allocation stands at 21.11 percent private equity against a 40 percent target. The firm maintains joint ventures including Uniti Titanium and A&T Stainless in the United States plus a 60 percent stake in STAL in China. Geographic exposure centers on North America and Asia through manufacturing facilities and these partnerships. The company employs State Street Global Advisors as investment advisor since 2023. It also maintains the ATI Foundation, established in 2003, which directs grants toward education and workforce development in communities where employees reside. In May 2025 the firm participated as a speaker at the Bernstein 41st Annual Strategic Decisions Conference. ATI Inc. functions as a corporate pension sponsor rather than an independent allocator. Governance ties directly to the operating company's board and executive leadership, with investment decisions aligned to the sponsor's balance sheet and retiree obligations.

General information

Firm type

Pension Fund

Year founded

1950

Location

Region

North America

Country

United States

City

Dallas

Corporate office

2021 McKinney Avenue Suite 1100, Dallas, TX 75201, United States

Principals

Kimberly A. Fields

President and Chief Executive Officer

Robert S. Wetherbee

Executive Chairman

Sector focus

ManufacturingAerospace & Defense

Frequently asked questions

Who runs investment decisions at ATI Inc.?

Kimberly A. Fields serves as President and Chief Executive Officer. Robert S. Wetherbee acts as Executive Chairman. Day-to-day pension oversight sits with State Street Global Advisors under the 2023 mandate.

What is the current allocation of the ATI Pension Plan?

Private equity accounts for 21.11 percent of assets against a 40 percent target. The balance reflects the post-2023 annuity transfer that left $289 million under management.

Does the ATI Pension Plan make direct investments or fund commitments?

The plan holds private equity exposure through fund commitments and co-investments. No direct company-level positions beyond the sponsor's own joint ventures are disclosed.

Where does the ATI Pension Plan maintain geographic exposure?

Primary exposure remains in the United States through manufacturing sites and joint ventures. Additional holdings exist via the 60 percent stake in STAL in China.

How is the ATI Foundation governed relative to the pension plan?

The ATI Foundation operates as a separate 501(c)(3) entity established in 2003. It focuses on education and community grants and maintains no investment overlap with the pension plan.

Profile maintained by 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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