# Levi Strauss & Co. Retirement Plans' Master Trust

Levi Strauss & Co. Retirement Plans' Master Trust is a Pension Fund based in San Francisco, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed
- **Website:** benefits.levistrauss.com

## Regulatory record

- **Reports private funds:** No

## About

The Levi Strauss & Co. Retirement Plans' Master Trust operates as the pension vehicle for the global apparel company, with an administrative committee that includes CFO Harmit Singh. Its mandate covers retirement, death, and disability benefits, signaled by a website bifurcated into Home Office, Distribution Center, and pre-1989 retiree cohorts. The plan sponsor is Levi Strauss & Co., which also maintains the Red Tab Foundation as an emergency-grant safety net for employees and pensioners. The trust's portfolio extends beyond traditional fixed income into private markets. Asset-class exposure includes a private equity fund portfolio, a private real estate fund portfolio targeting commercial assets globally, and a hedge fund portfolio. The geographic footprint is global for real estate, though the trust does not publicly name individual managers or direct holdings. The pension is administered day-to-day by Fidelity Investments, which handles savings and benefit inquiries for all retiree segments. Specifics on total assets or recent deployment remain unpublished. The trust's structure, embedded inside a publicly traded consumer company, means disclosure is governed by SEC filings rather than peer-family-office transparency norms. No separate investment team headcount or satellite offices have been identified. A structural differentiator is the plan's layered retiree segmentation — Home Office, Distribution Center, and pre-1989 — each with dedicated benefit pathways, a legacy architecture reflecting LS&Co.'s evolution from manufacturer to global brand. The Administrative Committee structure, with the CFO as a member, embeds pension oversight directly into the parent's finance function rather than an independent board.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds

## People

- Harmit Singh — Chief Financial Officer, Levi Strauss & Co.; member, Administrative Committee of Retirement Plans

## Questions

### Who runs investment decisions for the trust?

The trust is governed by an Administrative Committee of Retirement Plans. Harmit Singh, CFO of Levi Strauss & Co., is a confirmed member. Day-to-day administration and recordkeeping for pension and savings benefits are handled by Fidelity Investments, as listed on the plan's benefits portal.

### What alternative asset classes does the trust invest in?

The trust's disclosed alternative portfolios include private equity, private real estate (with a commercial focus and global mandate), and hedge funds. It does not publicly name individual fund managers, allocations, or recent commitments.

### Is the trust structured as a single-employer plan?

Yes. It is the defined-benefit pension plan sponsored by Levi Strauss & Co. for eligible employees and retirees, segmented into Home Office, Distribution Center, and pre-1989 retiree groups. The parent company also supports emergency hardship grants through the affiliated Red Tab Foundation.

### What is the Red Tab Foundation's relationship to the pension trust?

The Red Tab Foundation is a separate charitable entity that provides cash grants to LS&Co. employees, retirees, and families facing hardship. It is not part of the pension trust's assets or investment mandate. The foundation's support covers essentials like rent, groceries, and utilities.

## Related profiles

- [Leverty Financial Group](https://altss.com/profile/leverty-financial-group)
- [Levin Capital Strategies](https://altss.com/profile/levin-capital-strategies)

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Last updated: 2026-07-06T00:35:36.992Z

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