# Belk

Belk is a Pension Fund based in Charlotte, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** 2801 West Tyvola Road, Charlotte, NC, United States
- **Founded:** 1969
- **Assets under management:** 248 (Altss estimate)
- **Website:** www.belkcareers.com
- **LinkedIn:** https://www.linkedin.com/company/belk

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Diversified

## 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.

## Related profiles

- [AtlantiCare](https://altss.com/profile/atlanticare)
- [David and Inez Myers Foundation](https://altss.com/profile/david-and-inez-myers-foundation)

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

Canonical page: https://altss.com/profile/belk

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