# DTE Energy Company Retirement Plan

DTE Energy Company Retirement Plan is a Pension Fund based in Detroit, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Detroit, United States
- **Region:** North America
- **Founded:** 1903
- **Assets under management:** Undisclosed
- **Website:** ybr.com
- **LinkedIn:** https://www.linkedin.com/company/dte-energy

## Regulatory record

- **Reports private funds:** No

## About

The DTE Energy Company Retirement Plan provides pension income, healthcare coverage and a Retiree Reimbursement Arrangement for former employees. It operates as the defined-benefit vehicle sponsored by the Detroit-based utility. Allocations include a private real estate portfolio of funds and direct holdings, diversified timberland positions in the United States, and private mezzanine debt. Public equity exposure reached an estimated $4.7 billion, representing about 47 percent of assets through commingled funds and separate accounts. The plan also participates in private equity partnerships as a limited partner via the Master Plan Trust. DTE maintains relationships with PwC as auditor and JPMorgan Chase as trustee and custodian. The DTE Energy Foundation, established in 1988, runs separate philanthropic programs focused on Michigan communities. Governance flows through the DTE Energy Investment Committee, which selects and retains investment options for the plan.

## Sectors

- Real Estate
- Timber
- Private Credit

## People

- Jerry Norcia — Chairman and CEO of DTE Energy Company
- DTE Energy Investment Committee — Investment Committee

## Questions

### Who oversees investment decisions for the DTE Energy Company Retirement Plan?

The DTE Energy Investment Committee selects and retains the plan's investment options.

### What asset classes appear in the plan's portfolio?

Holdings include public equities, private real estate, timberland and private mezzanine debt.

### Does the plan invest through external managers or direct holdings?

The plan uses both commingled funds and direct holdings, with private equity exposure accessed as a limited partner.

### How is the retirement plan related to DTE Energy Company?

It is the corporate pension plan sponsored by DTE Energy for its retirees and long-term employees.

## Related profiles

- [China-Africa Development Fund](https://altss.com/profile/china-africa-development-fund)
- [Exxon Mobil US Pension Plan](https://altss.com/profile/exxon-mobil-us-pension-plan)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/dte-energy-company-retirement-plan

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology