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Legacy Plan of the National Retirement Fund
Legacy Plan Of The National Retirement Fund is a defined benefit plan based in New York, United States. It serves employees in the biotech and life science...
Legacy Plan of the National Retirement Fund
Legacy Plan Of The National Retirement Fund is a defined benefit plan based in New York, United States. It serves employees in the biotech and life science sectors. The plan provides pension services.
General information
Firm type
Pension Fund
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
White Plains
Corporate office
White Plains, United States
Principals
James Brubaker
Chairman of the Board of Trustees
Victoria Sartor
Plan Administrator
Lynne Fox
Secretary of the National Retirement Fund
Sector focus
Frequently asked questions
Who runs investment decisions at Legacy Plan of the National Retirement Fund?
James Brubaker serves as chairman of the board of trustees. Victoria Sartor acts as plan administrator and Lynne Fox has served as secretary and former investment committee chair.
Does Legacy Plan of the National Retirement Fund participate in fund commitments or only direct deals?
The plan acts as a limited partner in multiple private equity and venture funds including Platinum Equity Capital Partners VI and New Enterprise Associates 15.
What asset classes does Legacy Plan of the National Retirement Fund hold?
Holdings include buyout funds, real estate debt and equity partnerships, common collective trusts, and 103-12 investment entities.
Where does the underlying wealth come from?
The plan is a multi-employer pension vehicle associated with UNITE HERE and Workers United union members.
Is Legacy Plan of the National Retirement Fund a member of any industry groups?
The plan belongs to the Council of Institutional Investors and US SIF.
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