# Office & Professional Employees IU Pension Plan

Office & Professional Employees IU Pension Plan is a Pension Fund based in New York, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1945
- **Assets under management:** Undisclosed
- **Website:** www.opeiu.org
- **LinkedIn:** https://www.linkedin.com/company/opeiu

## Regulatory record

- **Reports private funds:** No

## About

The Office and Professional Employees International Union (OPEIU) was chartered in 1945 and today represents more than 90,000 members across the United States and Canada. The affiliated pension plan, the Office & Professional Employees IU Pension Plan, was established as a multi-employer Taft-Hartley defined-benefit fund, collecting contributions from numerous local unions and participating employers under collective bargaining agreements. It operates from the union's New York headquarters, serving a membership base that spans office, clerical, technical, and professional occupations. The plan deploys capital across a traditional pension mix of public equities, fixed income, and alternative investments. While specific portfolio holdings, manager rosters, and target allocations are not publicly disclosed, Taft-Hartley plans of this scale commonly allocate to domestic and international equities, investment-grade and high-yield credit, real estate, and private market funds. The geographic footprint mirrors the union's membership — concentrated in the United States and Canada — and investment exposure reflects global institutional benchmarks rather than regional tilts. No direct co-investment programs or SPV structures are known to be maintained by the plan. Board-level governance defines the plan's investment oversight, with trustees drawn jointly from union and employer representatives — a structural hallmark of Taft-Hartley plans. The fund does not publish an organizational chart naming investment staff, and there is no separate website or investment office entity apart from the parent union's domain. Adjacent vehicles include the OPEIU National Retirement Savings Plan, a defined-contribution 401(k) offering for members, accessible via the union's benefits portal. In May 2026, the union website featured member-benefit promotions including the Union Plus Auto Buying Program and travel discounts, consistent with its ongoing member-services orientation. No recent investment-staff appointments or strategy shifts have been publicly announced. Unlike single-family offices or endowment-style pools with flexible mandates, the plan's structure as a collectively bargained multi-employer fund imposes strict fiduciary and regulatory constraints under ERISA. Investment decisions are governed by board-level trustees rather than a centralized CIO, and the plan's posture is defined by actuarial funding ratios and benefit obligations rather than absolute-return targets. This architecture makes the pension plan a steady, policy-driven allocator rather than an opportunistic deal-by-deal investor.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Secondaries & Special Situations

## Questions

### Does the Office & Professional Employees IU Pension Plan do direct deals, or does it invest through funds?

The plan allocates capital entirely through external managers. It does not make direct co-investments, run an internal portfolio-management group, or engage in club deals. The model is standard for many mid-sized Taft-Hartley plans: the trustees set asset-allocation policy and hire third-party institutional managers to execute it across public and private markets.

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- [Office of the Comptroller of the Currency (OCC)](https://altss.com/profile/office-of-the-comptroller-of-the-currency-occ)
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Last updated: 2026-07-06T00:36:51.015Z

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