# Loyola University of Chicago Employees Retirement Plan (LUERP) Loyola University of Chicago Employees Retirement Plan (LUERP) is a Pension Fund based in Chicago, United States. ## Overview - **Organization type:** Pension Fund - **Headquarters:** Chicago, United States - **Region:** North America - **Address:** Chicago, IL, United States - **Founded:** 1949 - **Assets under management:** Undisclosed - **Website:** luc.edu - **LinkedIn:** linkedin.com/company/loyola-university-of-chicago ## Regulatory record - **Reports private funds:** No ## About The Loyola University of Chicago Employees Retirement Plan operates as a corporate defined-benefit structure sponsored by Loyola University Chicago. It provides retirement coverage not only for the university's own employees but also for workers at affiliated institutions including the Loyola University Medical Center, St. Ignatius College Preparatory, and the Jesuit Retreat League of Chicago. Janice Parks oversees plan administration in her dual role as VP of Human Resources, while CIO Katharine Wyatt manages the investment portfolio. The plan's investment strategy spans traditional and alternative asset classes. Public filings confirm allocations to registered investment companies, common and collective trusts, and pooled investment funds. The fund sources these exposures through external managers rather than direct investments, consistent with the operational scale of a plan without a large internal investment staff. Wyatt's external professional affiliations reinforce the plan's access to institutional investment networks. She serves on the executive committee of the CFA Society Chicago board and maintains membership in the Private Equity Women's Investor Network, a peer group for women allocating to private markets. The Chicago location provides proximity to a dense network of fund managers and allocators, though the plan has not publicly disclosed total assets under management or detailed portfolio composition beyond the required Form 5500 categories. The plan's most distinctive structural feature is its multi-employer configuration under a single university sponsor. Rather than operating separate retirement vehicles for each affiliated Jesuit institution, LUERP consolidates them into one pool, creating a larger asset base and reducing administrative fragmentation. ## Sectors - Venture Capital ## People - Katharine Wyatt, CFA — Chief Investment Officer - Janice Parks — Plan Administrator and Vice President of Human Resources ## Questions ### Who manages investment decisions at LUERP? Katharine Wyatt, CFA serves as Chief Investment Officer and is responsible for the plan's asset allocation, manager selection, and investment policy. She is a CFA charterholder and sits on the executive committee of the CFA Society Chicago board. Janice Parks administers the plan as part of her broader VP of Human Resources duties at Loyola University Chicago. ### Which employers participate in the LUERP plan? The plan covers employees of four distinct Jesuit-affiliated entities: Loyola University Chicago, Loyola University Medical Center, St. Ignatius College Preparatory, and the Jesuit Retreat League of Chicago. This multi-employer structure under a single university sponsor is an unusual configuration that pools retirement assets across educational, healthcare, and religious organizations. ### What asset classes does LUERP target? Public filings indicate the plan allocates to a multi-asset portfolio including registered investment companies (mutual funds), common and collective trusts, pooled investment funds, and venture capital. The venture capital allocation is notable for a university-affiliated pension plan of this size and reflects a willingness to accept illiquidity in pursuit of higher long-term returns to fund the plan's liabilities. ### Is the LUERP a single-employer plan? No. Despite being sponsored by Loyola University Chicago, the plan functions as a multi-employer vehicle. It covers employees of the university itself plus three other Jesuit organizations: the Loyola University Medical Center, St. Ignatius College Preparatory, and the Jesuit Retreat League of Chicago. This structure creates a broader participant pool and larger asset base than a typical single-university plan. ### Has LUERP disclosed its total assets under management? No. The plan has not publicly disclosed a specific AUM figure. Like many private pension funds that are not subject to the same disclosure requirements as public plans, LUERP files annual Form 5500 reports with the Department of Labor, but the most recent available asset totals have not been confirmed through publicly accessible sources at the time of this profile. ### How does LUERP's investment committee source fund managers? CIO Katharine Wyatt's institutional affiliations provide the plan with direct access to manager-sourcing networks. Her board role with CFA Society Chicago connects her to the city's investment management community, and her membership in the Private Equity Women's Investor Network gives her access to a peer group of LP allocators who share due diligence and manager references for private market funds. ## Related profiles - [Loyola Marymount University Endowment](https://altss.com/profile/loyola-marymount-university-endowment) - [LPF Advisors](https://altss.com/profile/lpf-advisors) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/loyola-university-of-chicago-employees-retirement-plan-luerp Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology