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Pension Only Pool - Xerox Corp. Master Trust
Pension Only Pool - Xerox Corp. Master Trust is a private sector pension fund based in Norwalk, US. It manages $1.4 billion in assets across 9 funds,...
Overview
Pension Only Pool - Xerox Corp. Master Trust is a private sector pension fund based in Norwalk, US. It manages $1.4 billion in assets across 9 funds, primarily in North America.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Norwalk
Corporate office
Norwalk, CT, United States
Sector focus
Frequently asked questions
What is the current funded status of the Xerox pension plan?
Xerox's U.S. defined-benefit plan has been closed to new participants since 2005 and frozen for most employees. As of Xerox's 2023 annual report, the U.S. pension plan was overfunded, though exact ratios are subject to actuarial updates. The plan's overfunded status reduces liquidity pressure and allows for continued commitments to illiquid asset classes.
Is the Xerox pension trust still open to new commitments?
Public Form 5500 filings indicate the trust has remained an active investor in recent years, though the plan is closed to new plan participants. As a frozen but ongoing plan, it continues to manage assets to meet existing benefit obligations, which supports ongoing commitment activity to private market funds.
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