Pension Fund

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Chicago Symphony Orchestra Pension Plan

The Chicago Symphony Orchestra Pension Plan is a private sector pension fund based in Chicago, US. It manages approximately $54 million in assets across three...

Chicago Symphony Orchestra Pension Plan logo

Chicago Symphony Orchestra Pension Plan

The Chicago Symphony Orchestra Pension Plan is a private sector pension fund based in Chicago, US. It manages approximately $54 million in assets across three funds, primarily focused on North America.

General information

Firm type

Pension Fund

Year founded

1973

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Sector focus

Real EstatePrivate EquityVenture CapitalDiversified

Frequently asked questions

What role does the Zell Family Foundation play in the pension plan's ecosystem?

The Zell Family Foundation is a major benefactor to the CSOA, notably endowing the Music Director chair. While not a direct contributor to the pension plan, the foundation's philanthropic support strengthens the overall financial stability of the CSOA, which backs the pension obligations.

Is the plan underfunded, and what is its current AUM?

The plan does not publicly disclose its current funded status or assets under management. As a defined-benefit plan within a nonprofit cultural institution, its funding levels are influenced by investment performance, contribution levels, and actuarial assumptions that are not routinely made public.

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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