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Retirement Income Plan for Employees of The Rockefeller Foundation
The Retirement Income Plan for Employees of The Rockefeller Foundation was established alongside the foundation in 1913. The plan serves as the retirement...
Retirement Income Plan for Employees of The Rockefeller Foundation
The Retirement Income Plan for Employees of The Rockefeller Foundation was established alongside the foundation in 1913. The plan serves as the retirement vehicle for foundation staff and is administered under the foundation's executive management. The plan deploys capital across private equity, global real estate, and fixed income. It holds positions in Adage Capital Management and Convexity Capital Management as limited partner. Additional exposure runs through Northern Trust collective funds that cover U.S. large-cap value equity and international value equity. The geographic footprint centers on the United States with supplementary holdings in global markets. The plan reports 43.5 percent allocation to private equity. It maintains a Global Real Estate Portfolio via the Presima Global Real Estate Concentrated Collective Fund and keeps cash reserves in New York. Northern Trust acts as trustee and custodian. The plan operates as a sponsor-administered pension vehicle tied directly to The Rockefeller Foundation rather than an independent asset manager.
General information
Firm type
Pension Fund
Year founded
1913
Location
Region
North America
Country
United States
City
New York
Corporate office
420 Fifth Avenue, New York, NY, United States
Principals
Executive Management Team of The Rockefeller Foundation
Investment Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at the Retirement Income Plan for Employees of The Rockefeller Foundation?
The Executive Management Team of The Rockefeller Foundation serves as investment advisor to the plan.
Does the plan participate in fund commitments or only direct deals?
The plan invests through limited partner commitments to managers including Adage Capital Management and Convexity Capital Management.
What asset classes does the plan hold?
Holdings include private equity at 43.5 percent, a Global Real Estate Portfolio, cash equivalents, and collective funds in equity, fixed income, and infrastructure.
Where does the plan custody its assets?
Northern Trust serves as trustee and custodian for the plan.
How is the plan related to The Rockefeller Foundation?
The plan is sponsored and administered by The Rockefeller Foundation for its employees.
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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