Pension Fund

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Equifax US Retirement Income Plan

The Equifax US Retirement Income Plan was established to manage retirement benefits for Equifax Inc. employees in the United States. Michael Schirk, Vice...

Equifax US Retirement Income Plan logo

Equifax US Retirement Income Plan

The Equifax US Retirement Income Plan was established to manage retirement benefits for Equifax Inc. employees in the United States. Michael Schirk, Vice President and Treasurer of the parent company, oversees investment decisions for the plan. The plan allocates across private equity secondaries and specialty loan funds. Confirmed holdings include commitments to J.P. Morgan Secondary Private Equity Investors II, Coller International Partners VIII, and Highbridge Principal Strategies - Irish Specialty Loan Fund III. Allocations span North America and Europe. The plan also maintains a position in sponsor equity through Equifax Inc. common stock. Fidelity Management Trust Company acts as trustee. Lighthouse Investment Partners provides investment advisory services. Ernst & Young serves as auditor. The plan attended the Equifax Annual Meeting of Shareholders in May 2024. The plan operates under the direct sponsorship of Equifax Inc. with investment oversight retained internally rather than delegated to an external multi-manager platform.

General information

Firm type

Pension Fund

Year founded

1964

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

Atlanta, Georgia, United States

Principals

Michael Schirk

Investment Officer

Sector focus

Private Equity

Frequently asked questions

Who runs investment decisions at Equifax US Retirement Income Plan?

Michael Schirk, Vice President and Treasurer of Equifax Inc., serves as Investment Officer for the plan.

Does Equifax US Retirement Income Plan participate in fund commitments or only direct deals?

The plan participates in fund commitments. Holdings include J.P. Morgan Secondary Private Equity Investors II and Coller International Partners VIII.

Where does the underlying wealth come from?

The plan is sponsored by Equifax Inc. and funded through contributions tied to the company's U.S. employee base.

What is Equifax US Retirement Income Plan's known posture on co-investments alongside external GPs?

No direct co-investment activity is disclosed. The plan invests through commingled funds and secondaries vehicles.

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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