Pension Fund

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Meritor Pension Fund

Meritor Pension Fund was established in 1952 as a defined-benefit plan sponsored by what was then ArvinMeritor, Inc. The plan provides retirement, disability,...

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Meritor Pension Fund

Meritor Pension Fund was established in 1952 as a defined-benefit plan sponsored by what was then ArvinMeritor, Inc. The plan provides retirement, disability, and death benefits to covered employees and operates from Columbus, Indiana. The fund allocates 8.62 percent to private equity and maintains exposure across a diversified alternative asset portfolio that includes venture capital, real estate, infrastructure, hedge funds, private debt, and natural resources. It holds a position as limited partner in Deerpath Capital Management. Geographic reach centers on the United States with additional global elements through the alternative portfolio. The fund lists 522 million dollars in assets. Northern Trust Company has served as trustee and custodian since 2023. Deloitte & Touche LLP has acted as independent auditor since 2018. January 2024: Sponsored the Shoes for Soldiers program supporting the Wyakin Warrior Foundation. The fund sits under the corporate structure of Cummins Inc., which acquired Meritor, Inc. in August 2022 and now oversees management through its CFO.

General information

Firm type

Pension Fund

Year founded

1952

Location

Region

North America

Country

United States

City

Columbus

Corporate office

500 Jackson Street, Columbus, IN 47201, United States

Principals

Mark Smith

Chief Financial Officer of Cummins Inc.

Sector focus

Diversified

Frequently asked questions

Who runs investment decisions at Meritor Pension Fund?

Mark Smith, Chief Financial Officer of Cummins Inc., is identified as a decision maker for the fund.

What asset classes does Meritor Pension Fund allocate to?

The fund allocates 8.62 percent to private equity and maintains exposure to venture capital, real estate, infrastructure, hedge funds, private debt, and natural resources.

How is Meritor Pension Fund related to Cummins Inc.?

Cummins Inc. acquired Meritor, Inc. in August 2022 and now oversees management of the pension fund.

Does Meritor Pension Fund participate in direct investments?

The fund holds a limited partner position in Deerpath Capital Management, an operating business in financial services.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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