Pension Fund

Updated:

Eversource Retirement Plan

The plan was established in 1938 as the NSTAR Pension Plan and later merged into the current Eversource structure. It delivers defined benefits and retiree...

Eversource Retirement Plan

The plan was established in 1938 as the NSTAR Pension Plan and later merged into the current Eversource structure. It delivers defined benefits and retiree health coverage to employees of Eversource Energy and its subsidiaries. The plan allocates 31% to private equity and maintains positions in real estate through UBS Trumbull Property Fund and J.P. Morgan Strategic Property Fund. Additional commitments include ArcLight Energy Partners Fund V, ArcLight Energy Partners Fund VI, and funds from HarbourVest Partners and Siguler Guff. Geographic exposure centers on the United States with some international equity via BlackRock MSCI ACWI ex-U.S. Index Fund. Assets sit in the Eversource Pension Plan Master Trust valued at $1.419B alongside separate holdings such as State Street S&P 500 Index Fund at $400M. The plan uses Fidelity Management Trust Company as investment advisor and State Street Bank as trustee and custodian. November 2024 attendance at the EEI Financial Conference addressed pension funding and energy transition topics. The plan operates as a single corporate vehicle sponsored by Eversource Energy with no external multi-client platform or independent investment committee disclosed.

General information

Firm type

Corporate Pension Fund

Year founded

1938

AUM

3000 (Altss estimate)

Location

Region

North America

Country

United States

City

Westwood

Corporate office

107 Selden Street, Westwood, CT, United States

Sector focus

UtilitiesReal EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Eversource Retirement Plan?

Investment decisions are executed through the Eversource Pension Plan Master Trust with oversight from Eversource Energy executives including Joseph R. Nolan Jr. and John M. Moreira.

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

The plan participates in fund commitments including ArcLight Energy Partners funds, HarbourVest Partners, and Siguler Guff vehicles.

What asset classes receive the largest allocations?

Private equity receives 31% of assets. Real estate holdings include UBS Trumbull Property Fund and J.P. Morgan Strategic Property Fund.

Where does the underlying wealth come from?

Assets derive from contributions by Eversource Energy and its subsidiaries on behalf of current and former employees.

How is Eversource Retirement Plan related to Eversource Energy?

Eversource Energy is the plan sponsor and parent company. The plan provides retirement benefits exclusively to Eversource employees.

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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