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OneAmerica
OneAmerica is an SEC-registered investment adviser in Indianapolis, IN, registered since 2013. The firm manages $24.4 billion in assets, $24.3 billion on a...
OneAmerica
OneAmerica is an SEC-registered investment adviser in Indianapolis, IN, registered since 2013. The firm manages $24.4 billion in assets, $24.3 billion on a discretionary basis. It has 37 employees and 25 investment advisers.
General information
Firm type
Insurance
Year founded
1877
AUM
> $80B (Altss estimate)
Location
Region
North America
Country
United States
City
Indianapolis
Corporate office
One American Square, Indianapolis, IN 46282, United States
Principals
J. Scott Davison
Chairman, President & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at OneAmerica?
J. Scott Davison serves as Chairman, President, and CEO of OneAmerica. As a mutual insurance company, investment decisions for the general account are managed internally by the firm's investment division. Specific CIO or head-of-investment names are not publicly disclosed at the individual portfolio-manager level in firm communications.
Is OneAmerica a public company or a mutual?
OneAmerica is a mutual insurance holding company, meaning it is owned by its policyholders rather than public shareholders. American United Life Insurance Company, the flagship operating entity founded in 1877, anchors the group. This structure permits longer-duration liability and asset matching without quarterly earnings pressure.
What does OneAmerica's general account invest in?
The general account allocates across commercial real estate equity, commercial mortgage lending, private credit, public fixed income, and policy loans. Known real estate holdings include One American Square in Indianapolis, the Circle Centre Mall, and multifamily projects in Raleigh and Metuchen. The commercial mortgage portfolio spans 40 US states.
How did the Voya transaction affect OneAmerica's business mix?
In January 2025, Voya Financial acquired OneAmerica's full-service retirement plan business. The deal refocused OneAmerica around its core life insurance, annuity, and general-account investment operations, reducing its presence in employer-sponsored retirement plan administration.
Does OneAmerica maintain philanthropic structures?
Yes. The OneAmerica Foundation Inc. operates as a separate philanthropic entity. The firm also maintains corporate sponsorships, including a Centennial Partnership with USA Swimming and a distribution-focused partnership with the National Association of Insurance and Financial Advisors.
Where is OneAmerica's real estate exposure concentrated geographically?
OneAmerica's real estate holdings include the OneAmerica Tower and Circle Centre Mall in Indianapolis, plus multifamily residential projects in Raleigh, North Carolina, and Metuchen, New Jersey. The commercial mortgage portfolio is diversified across 40 US states, giving the general account broad geographic exposure to US commercial real estate credit.
How is OneAmerica regulated as an institutional investor?
As an insurance company, OneAmerica is subject to state-level insurance regulation, primarily by the Indiana Department of Insurance. Its general-account investment portfolio is governed by risk-based capital rules and the investment-committee governance structures typical of mutual insurance companies, rather than ERISA or pension-fund regulatory frameworks.
Profile maintained by Altss 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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