Pension Fund

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Citigroup Pension Fund

Citigroup Pension Fund manages several non-contributory defined benefit pension plans for Citigroup employees in the U.S. and internationally. The U.S.

Citigroup Pension Fund

Citigroup Pension Fund manages several non-contributory defined benefit pension plans for Citigroup employees in the U.S. and internationally. The U.S. component known as The Citigroup Pension Plan froze new participants and future benefit credits on January 1, 2008. The fund manages fixed income, equity, private equity, and real asset investments.

General information

Firm type

Pension Fund

Year founded

1998

Location

Region

North America

Country

United States

City

Stamford

Corporate office

Stamford, New York, United States

Principals

Pantelis Apessos

Chief Investment Officer

Sector focus

Fixed IncomePublic EquityPrivate EquityReal Assets

Frequently asked questions

Who runs investment decisions at Citigroup Pension Fund?

Pantelis Apessos serves as Chief Investment Officer.

What asset classes does the fund allocate to?

The portfolio includes fixed income as the largest segment, public equities, private equity, and real assets.

Does the fund invest directly or through external managers?

The fund acts as a limited partner in vehicles sponsored by Blackstone Group, StepStone Group, and 9th Street Investments.

What is the relationship to Citigroup Inc.?

Citigroup Inc. is the plan sponsor and parent company of the pension fund.

Is the U.S. plan still open to new benefit accruals?

The Citigroup Pension Plan was frozen to new participants and future benefit credits as of January 1, 2008.

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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