Pension Fund

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Consolidated Retirement Plan

Consolidated Retirement Plan is a private sector pension fund based in White Plains, US. It manages $476 million in assets across 25 funds, primarily in North...

Consolidated Retirement Plan

Consolidated Retirement Plan is a private sector pension fund based in White Plains, US. It manages $476 million in assets across 25 funds, primarily in North America.

General information

Firm type

Pension Fund

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

White Plains

Corporate office

Principals

Leslie Bostic

Plan Administrator

Sector focus

Real EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Consolidated Retirement Plan?

Leslie Bostic serves as plan administrator. External managers including KPS Capital Partners, Townsend Group, and Portfolio Advisors execute specific fund commitments.

Does Consolidated Retirement Plan participate in fund commitments or only direct deals?

The plan participates exclusively through fund commitments. Positions include limited partner interests in Townsend Group real estate funds and KPS Special Situations Mid-Cap Fund.

Where does the underlying wealth come from?

The plan receives contributions from participating employers and unions including UNITE HERE and Workers United.

Which sectors does Consolidated Retirement Plan target?

The plan targets real estate through commercial property funds and private equity through buyout and special situations strategies.

How is Consolidated Retirement Plan related to Amalgamated Bank?

Amalgamated Bank serves as custodian and participating employer in the plan.

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