Corporate Investor

Updated:

Dow Corning Corporation

Dow Retirement Group Trust was established in 2012 as the investment vehicle for Dow Corning Corporation retirees. The trust sits under the broader Dow Inc.

Dow Corning Corporation

Dow Retirement Group Trust was established in 2012 as the investment vehicle for Dow Corning Corporation retirees. The trust sits under the broader Dow Inc. corporate structure. The trust allocates across private equity and public equities. Confirmed holdings include positions in Diasorin SPA, UniCredit SPA, IAC/InterActiveCorp and iShares Core S&P 500 ETF. Geographic exposure centers on the United States with additional holdings in Italy and Belgium through venture vehicles such as Aloxy and Mr. Green Africa. The trust reports 901 million USD in assets. Dow Inc. maintains its global headquarters in Midland, Michigan and operates additional sites including Bay City, Michigan. Recent activity includes participation as speaker at the Morgan Stanley 12th Annual Laguna Conference in September 2024. The trust functions as a captive corporate pension rather than an independent family office, with investment decisions tied to Dow Inc. governance and oversight by external managers including Oaktree Capital Management.

General information

Firm type

Corporate Investor

Year founded

2012

AUM

901 (Altss estimate)

Location

Region

North America

Country

United States

City

Midland

Corporate office

2211 H.H Dow Way, Midland, MI 48674, United States

Principals

Jim Fitterling

Chair and CEO of Dow Inc.

Sector focus

ChemicalsMaterials

Frequently asked questions

Who runs investment decisions at Dow Retirement Group Trust?

Investment decisions sit with Dow Inc. leadership under Chair and CEO Jim Fitterling, with external managers Oaktree Capital Management and Western Asset Management executing mandates.

Does Dow Retirement Group Trust participate in fund commitments or only direct deals?

The trust holds both fund commitments and direct positions, including limited partner stakes in Resolution Life L.P. and venture investments through Dow Venture Capital.

What asset classes does the trust currently hold?

Holdings include private equity at 11.59 percent, public equities such as IVV ETF, and select venture positions in materials and environmental services.

Where does the underlying capital originate?

Capital originates from Dow Corning Corporation corporate pension contributions and investment returns on behalf of retirees.

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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