# Progress Energy Pension Plans Master Trust

Progress Energy Pension Plans Master Trust is a Pension Fund based in Charlotte, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, United States
- **Founded:** 2007
- **Assets under management:** 1500 (Altss estimate)
- **Website:** www.progress-energy.com
- **LinkedIn:** https://www.linkedin.com/company/progress-energy

## Regulatory record

- **Reports private funds:** No

## About

Progress Energy Pension Plans Master Trust functions as the pension vehicle for employees of the utility that merged into Duke Energy Corporation in 2012. The trust maintains a business-partner relationship with Duke Energy and continues to administer legacy obligations. Allocations include positions in GMO Flexible Equities Fund, WCM Focused Growth International CIT, AllianceBernstein Emerging Markets Debt Opportunities Series, Transamerica International Focus, Virtus Long/Short Equity Fund, BlackRock MuniYield Michigan Quality Fund, MLM Managed Futures Fund, Hidden Road Partners Onshore Fund I LP, III Term Credit Hub Fund Ltd, Bridgewater Pure Alpha Euro Fund, T. Rowe Price Tax-Free Short-Intermediate Fund, Nightingale Finance Limited, BlackRock Municipal Income Trust II, Maple Leaf Partners, and Wellington Trust Company vehicles. Geographic exposure centers on United States and international developed and emerging markets. Aon Hewitt Investment Consulting serves as investment advisor and BNY Mellon acts as custodian. No public data exists on internal investment committee members or headcount. The trust reports no additional offices or adjacent philanthropic vehicles.

## Questions

### Does Progress Energy Pension Plans Master Trust participate in fund commitments or only direct deals?

The trust holds interests in multiple external funds and collective investment trusts rather than direct operating-company stakes.

### What asset classes appear in the trust portfolio?

Holdings span U.S. and international equities, emerging-markets debt, municipal bonds, long/short equity, managed futures, and macro hedge-fund strategies.

### How is the trust related to Duke Energy Corporation?

Duke Energy Corporation became the parent following the 2012 merger; the trust continues to manage pension assets for former Progress Energy employees.

## Related profiles

- [Plymouth County Retirement Association](https://altss.com/profile/plymouth-county-retirement-association)
- [Republic Capital](https://altss.com/profile/republic-capital)

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

Canonical page: https://altss.com/profile/progress-energy-pension-plans-master-trust

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