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Exxon Mobil US Pension Plan
The Exxon Mobil US Pension Plan is a defined benefit plan sponsored by Exxon Mobil Corporation. It provides retirement income to long-tenured employees through...
Exxon Mobil US Pension Plan
The Exxon Mobil US Pension Plan is a defined benefit plan sponsored by Exxon Mobil Corporation. It provides retirement income to long-tenured employees through a formula that factors service years and compensation. The plan holds a $7.33 billion position in Exxon Mobil Corporation shares. Additional public equity exposures include Amazon, PayPal, and AES. It maintains a commitment to Dover Street XI managed by HarbourVest Partners. Real estate allocations occur through external funds or REITs. Group annuity contracts valued at $767 million transfer selected benefit obligations to insurers. ExxonMobil Investment Management, Inc. serves as the investment manager. The Northern Trust Company acts as custodian. PwC has served as independent auditor since 2023. The plan participates in the May 2025 ExxonMobil Annual Meeting of Shareholders as sponsor. The plan operates under a fiduciary mandate that considers ESG factors only when they affect financial returns. No separate philanthropic vehicle is maintained by the plan itself.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Spring
Corporate office
P.O. Box 1590, Spring, IL, United States
Principals
Anelle Reyes-Ortiz
Investment Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Exxon Mobil US Pension Plan?
Anelle Reyes-Ortiz serves as Investment Manager. ExxonMobil Investment Management, Inc. executes day-to-day portfolio management under the plan's oversight.
Does Exxon Mobil US Pension Plan participate in fund commitments or only direct deals?
The plan holds both public equities and fund commitments. A confirmed position exists in Dover Street XI, a HarbourVest Partners private equity vehicle.
What asset classes does Exxon Mobil US Pension Plan hold?
Holdings include public equities, private equity funds, real estate allocations, and group annuity contracts. Self-investment in Exxon Mobil shares forms the largest single position.
Where does the underlying wealth come from for Exxon Mobil US Pension Plan?
The plan is sponsored and funded by Exxon Mobil Corporation, the successor to Standard Oil interests originally tied to John D. Rockefeller.
How is Exxon Mobil US Pension Plan related to Exxon Mobil Corporation?
Exxon Mobil Corporation is the plan sponsor and parent entity. ExxonMobil Investment Management, Inc. serves as the dedicated investment manager for plan assets.
Profile maintained by Altss 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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