Pension Fund

Updated:

Automotive Machinists Pension Trust

The Automotive Machinists Pension Trust was established in 1958. It provides pension benefits to its members through the collective bargaining process.

Automotive Machinists Pension Trust

The Automotive Machinists Pension Trust was established in 1958. It provides pension benefits to its members through the collective bargaining process.

General information

Firm type

Pension Fund

Year founded

1958

AUM

811 (Altss estimate)

Location

Region

North America

Country

United States

City

Mercer Island

Corporate office

Mercer Island, WA, United States

Principals

Joe Kear

Chair of the Board of Trustees

Richard Kafer

Co-Chair of the Board of Trustees

Sector focus

Real EstateInfrastructurePrivate Equity

Frequently asked questions

Who runs investment decisions at Automotive Machinists Pension Trust?

Joe Kear chairs the board of trustees. Richard Kafer serves as co-chair. NEPC acts as investment advisor and Western Asset Management as an investment manager.

Does Automotive Machinists Pension Trust participate in fund commitments or only direct deals?

The plan holds fund commitments including WCP Real Estate Fund IV and Adams Street Private Equity Fund of Funds. It also maintains direct public equity positions.

What asset classes does Automotive Machinists Pension Trust allocate to?

Allocations cover real estate through WCP Real Estate Fund IV, infrastructure at 4 percent of assets, U.S. and non-U.S. equities, and private equity via Adams Street and Yucaipa funds.

Where does Automotive Machinists Pension Trust source contributions?

Contributions come from employers including UPS and Matson, Inc. / SSA Terminals. IAM District 160 supplies union trustees.

Is Automotive Machinists Pension Trust covered by PBGC insurance?

The plan participates in the PBGC Multiemployer Program and has applied for Special Financial Assistance.

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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