LIUNA Staff and Affiliates Pension Fund

Investment policy is set by a joint board of trustees with equal labor and employer representation. Brent Booker, LIUNA's General President, and Michael Sabitoni, General Secretary-Treasurer, serve as senior fiduciaries. Corporate affairs and governance work is led by Jennifer O'Dell, who represents the fund at the Council of Institutional Investors.

The Staff and Affiliates Pension Fund covers full-time officers and employees of LIUNA Local Unions and District Councils. The larger LIUNA National (Industrial) Pension Fund covers rank-and-file construction laborers. These are separate legal entities with distinct trustee boards, participant pools, and investment portfolios.

Real estate is a meaningful allocation. The fund owns its headquarters building at 905 16th Street NW in Washington, DC, and has disclosed commitments to the TA Realty Logistics Fund, focused on industrial assets, and to Westport Capital Partners, which targets commercial real estate opportunities.

The fund participates in institutional governance through CII, where Jennifer O'Dell serves as a board director. This signals engagement on proxy-voting and shareholder-rights issues, though the fund's size and multiemployer posture make it a participant in coalition governance rather than an activist filer.

The fund operates under ERISA as a multiemployer Taft-Hartley plan. It is jointly trusteed by labor and employer representatives, subject to Department of Labor oversight, and must file annual Form 5500 disclosures with the IRS — standard for US private-sector defined-benefit pension funds.

Publicly available information does not specify whether the fund pursues direct co-investments alongside its private-market fund commitments. Its disclosed real estate relationships are structured as limited-partner fund commitments rather than direct property acquisitions beyond the headquarters building.

The National Coordinating Committee for Multiemployer Plans is a Washington-based advocacy organization representing jointly-trusteed pension and health plans before Congress and federal agencies. The LIUNA Staff and Affiliates Pension Fund is an active NCCMP participant, focusing on the legislative and regulatory environment affecting multiemployer plan funding, withdrawal liability, and Pension Benefit Guaranty Corporation policy.