# Retirement Income Plan for Employees of The Rockefeller Foundation

Retirement Income Plan for Employees of The Rockefeller Foundation is a Pension Fund based in New York, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 420 Fifth Avenue, New York, NY, United States
- **Founded:** 1913
- **Assets under management:** Undisclosed
- **Website:** www.rockefellerfoundation.org
- **LinkedIn:** https://www.linkedin.com/company/the-rockefeller-foundation

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Private Equity
- Real Estate
- Infrastructure

## People

- Executive Management Team of The Rockefeller Foundation — Investment Advisor

## 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.

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

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