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BWXT Master Trust
BWXT Master Trust was established to administer defined-benefit retirement obligations for BWX Technologies Inc. employees. The plan sponsor is the parent...
Overview
BWXT Master Trust was established to administer defined-benefit retirement obligations for BWX Technologies Inc. employees. The plan sponsor is the parent company, with Nuclear Fuel Services plans commingled inside the same master trust structure. The trust maintains positions in Heitman Value Partners Fund II, a mixed-use real estate vehicle, and RREEF Global Opportunities Fund II, a commercial real estate fund. It also holds a Diversified Credit Portfolio. All named holdings are located in the United States or operate on a global basis. The Finance Committee includes Robert L. Nardelli. The trust participates in the Callan Associates Client Network for institutional research and peer forums. No additional offices or headcount figures are disclosed. Governance flows through BWX Technologies board committees rather than an independent family or multi-client vehicle.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Lynchburg
Corporate office
Lynchburg, VA, United States
Principals
Barbara A. Niland
Chair of the Audit and Finance Committee
Robert L. Nardelli
Member of the Finance Committee
Sector focus
Frequently asked questions
Who runs investment decisions at BWXT Master Trust?
Barbara A. Niland chairs the Audit and Finance Committee. Robert L. Nardelli serves on the Finance Committee. Both roles are tied to BWX Technologies oversight of the trust.
What asset classes does BWXT Master Trust hold?
Confirmed holdings include mixed-use real estate through Heitman Value Partners Fund II and commercial real estate through RREEF Global Opportunities Fund II, plus a Diversified Credit Portfolio.
Does BWXT Master Trust participate in fund commitments or direct deals?
It participates in commingled funds, including Heitman Value Partners Fund II and RREEF Global Opportunities Fund II.
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