Roche Retirement Plans

Roche Retirement Plans

Roche Retirement Plans was established in 2013 as the defined benefit vehicle for Hoffmann-La Roche Inc. and affiliated companies. The plan operates from Little Falls, New Jersey, and remains affiliated with the Swiss parent F. Hoffmann-La Roche. The plan targets private equity exposure between 1.2 and 2 percent of assets. Confirmed commitments include BioVentures Investors II, Delphi Ventures V, HealthCare Ventures VI, Lumira Capital I, and Sevin Rosen Fund V. Additional holdings cover early-stage and growth venture vehicles such as Worldview Strategic Partners I and IAI U.S. Venture Fund I. Geographic reach centers on the United States with limited Canadian and Italian exposure through specific funds. Assets total $3.186 billion and sit within the Roche Retirement Plans Master Trust. The plan maintains a mix of growth assets and matching portfolios to meet current benefit payments. Russell Investments provides advisory services and Fidelity serves as recordkeeper. The plan holds membership in the Institutional Limited Partners Association. Governance ties directly to the Roche Group corporate structure, with oversight from the parent CEO and CFO on benefit funding matters.