# Pension Only Pool - Xerox Corp. Master Trust

Pension Only Pool - Xerox Corp. Master Trust is a Pension Fund based in Norwalk, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Norwalk, United States
- **Region:** North America
- **Address:** Norwalk, CT, United States
- **Assets under management:** Undisclosed
- **Website:** apm-wb-samlsp-prod-uc10.corp.xerox.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Enterprise Software
- AI/ML
- FinTech
- Mobility & Transportation

## 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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Last updated: 2026-07-11T11:52:29.000Z

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