# OCU Pension Trust

OCU Pension Trust is a Pension Fund based in Covina, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Covina, United States
- **Region:** North America
- **Address:** Covina, CA, United States
- **Founded:** 2008
- **Assets under management:** $200M - $500M (Altss estimate)
- **Website:** ocutrustfunds.com
- **LinkedIn:** https://ocutrustfunds.com

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2008, the OCU Pension Trust is a multiemployer defined-benefit plan based in Covina, California, serving eligible Office Clerical Unit members of ILWU Local 63 Marine Clerks Association. Participating employers include Matson Navigation Company and SSA Terminals. The trust allocates across commercial real estate, infrastructure, and debt instruments. Commercial real estate fund commitments include DRA Advisors and TA Realty. The plan holds investment-grade and high-yield debt instruments alongside cash. Altss research identifies allocations spanning buyout, mezzanine, secondaries, distressed debt, venture capital, and natural resources through a multi-manager approach that includes fund-of-funds and co-investment structures. Total assets under management are an estimated $246 million (Altss estimate), with no publicly confirmed deployment figure. No recent operational event could be verified from publicly available sources within the last 24 months. The trust is closely tied to the International Longshore and Warehouse Union through its participant base and contributing employers in the marine shipping and terminal operations sector. The trust's structural differentiator lies in the concentrated industry exposure of its contributing employers. Principal funding stems from a narrow set of West Coast marine shipping and terminal operating companies, creating a participant and contribution base tightly linked to port logistics cycles — a feature few multiemployer plans share with the same sector specificity.

## Sectors

- Real Estate
- Infrastructure
- Private Credit
- Secondaries & Special Situations
- Natural Resources

## Questions

### Which employers contribute to the OCU Pension Trust?

Matson Navigation Company and SSA Terminals are identified as major participating employers contributing to the multiemployer plan. Both operate in the marine shipping and terminal sectors along the US West Coast, reflecting the International Longshore and Warehouse Union affiliation of the covered members.

### Does OCU Pension Trust invest directly or through fund commitments?

Allocations identified through Altss research point to committed capital to external fund managers, including DRA Advisors and TA Realty for commercial real estate. The trust also holds direct positions in investment-grade debt, high-yield debt, and cash instruments, blending commingled fund commitments with in-house fixed-income holdings.

### What real asset exposure does the trust maintain?

Commercial real estate represents a visible allocation through fund commitments to DRA Advisors and TA Realty. Infrastructure investment allocation is also present, alongside natural resources allocations tracked across buyout, mezzanine, and special situations mandates. No direct property holdings or project-level details are publicly disclosed.

### How is OCU Pension Trust related to ILWU Local 63?

The trust was established to provide retirement, disability, and death benefits exclusively for eligible Office Clerical Unit members of ILWU Local 63 Marine Clerks Association. The plan participants are office clerical workers within that specific union local, not the broader ILWU membership. Contributing employers are signatories to collective bargaining agreements with Local 63.

## Related profiles

- [Medford Contributory Retirement System](https://altss.com/profile/medford-contributory-retirement-system)
- [UA Local 234](https://altss.com/profile/ua-local-234)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/ocu-pension-trust

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology