Updated:
Belk
The Belk Pension Plan was established in 1969 as a private-sector defined-benefit plan. It delivers retirement, disability, and death benefits to eligible...
Belk
The Belk Pension Plan was established in 1969 as a private-sector defined-benefit plan. It delivers retirement, disability, and death benefits to eligible employees of the retail operator. The plan allocates across public equities, fixed income, and a 1.21 percent private equity sleeve. PIMCO serves as a primary manager incorporating ESG-integrated strategies. Geographic exposure centers on U.S. markets. Assets total $248 million. The plan maintains relationships with South Summit Capital Management and Abbott Capital Management. No additional offices are recorded. Governance remains tied to the sponsor company with no disclosed succession vehicle or external LP program.
General information
Firm type
Pension Fund
Year founded
1969
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
2801 West Tyvola Road, Charlotte, NC, United States
Sector focus
Frequently asked questions
Who serves as investment advisor to the Belk Pension Plan?
South Summit Capital Management LLC has acted as investment advisor since 2017 with J. Keith Benedict as primary contact. Abbott Capital Management has served since 1997.
What asset classes appear in the Belk Pension Plan allocation?
Public records show exposure to public equities, fixed income, and a 1.21 percent allocation to private equity.
Does the Belk Pension Plan maintain an ESG policy?
The plan utilizes PIMCO as a manager that incorporates ESG-integrated funds and strategies into its portfolios.
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.
Need institutional-grade insight on pension funds?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: