# Invensys Master Retirement Trust

Invensys Master Retirement Trust is a Pension Fund based in Westmont, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Westmont, United States
- **Region:** North America
- **Address:** 1111 Pasquinelli Drive Westmont, IL, United States
- **Assets under management:** 1051 (Altss estimate)
- **Website:** www.se.com

## Regulatory record

- **Reports private funds:** No

## About

Invensys Master Retirement Trust was established to manage retirement assets tied to Schneider Electric Holdings, Inc. The trust continues to administer benefits originating from the Invensys acquisition completed in 2014. The trust allocates to private equity through limited partnership commitments and maintains direct holdings in commercial real estate. Confirmed positions include stakes in Taconic Opportunity LLC, H.I.G. Bayside Debt & LBO Fund II, Comvest Investment Partners V-A and Excelerate Gas Marketing. Geographic exposure centers on the United States with additional real estate assets in New York and Atlanta. Assets total 1051 million USD. The trust lists nine direct real estate and infrastructure holdings including 1177 Avenue of the Americas, 675 Hudson Street, Griffin Trail Wind and Goose Prairie Solar. State Street Bank & Trust serves as trustee and custodian while Grantham Mayo Van Otterloo acts as investment advisor. The trust operates as a single-purpose pension vehicle sponsored by Schneider Electric Holdings rather than an independent multi-client platform. Its mandate remains limited to legacy employee benefit obligations.

## Sectors

- Private Equity
- Real Estate
- Infrastructure

## Questions

### Who sponsors the Invensys Master Retirement Trust?

Schneider Electric Holdings, Inc. sponsors the trust and remains the parent entity responsible for the underlying employee benefit plans.

### What asset classes does the trust allocate to?

The trust holds private equity limited partnership interests and direct investments in commercial real estate and energy infrastructure projects.

### Does the trust make fund commitments or direct investments?

Both. It participates in private equity funds and maintains direct ownership of real estate assets through multiple LLC and LP entities.

### Where are the trust's real estate holdings located?

Holdings are concentrated in the United States, with specific assets in New York City, Atlanta, Maine and other domestic locations.

## Related profiles

- [Foundation North](https://altss.com/profile/foundation-north)
- [Chequers Financial Management](https://altss.com/profile/chequers-financial-management-llc)

---

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

Canonical page: https://altss.com/profile/invensys-master-retirement-trust

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