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Rockwell Automation Pension Plan
The Rockwell Automation Pension Plan was established in 2001 as a defined-benefit vehicle for the company's workforce. It operates from the Milwaukee...
Rockwell Automation Pension Plan
The Rockwell Automation Pension Plan was established in 2001 as a defined-benefit vehicle for the company's workforce. It operates from the Milwaukee headquarters and covers retirement, disability, and survivor benefits. The plan directs capital into private equity, which accounts for 0.68 percent of holdings. Ticket sizes range from $5 million to $25 million, with preferred fund sizes between $100 million and $500 million. Geographic exposure centers on North America and selected international markets through direct and fund commitments. The plan maintains a staff integrated with corporate functions at the Milwaukee site. It works with service providers including Deloitte & Touche as auditor and Alight Solutions as plan administrator. A related philanthropic vehicle, the Rockwell Automation Charitable Corporation, was formed in 2003 and focuses on STEM education and community grants in the United States. Governance ties the plan directly to the parent corporation's balance sheet and operating priorities rather than an independent family or external LP base.
General information
Firm type
Pension Fund
Year founded
2001
Location
Region
Europe
Country
United States
City
Milwaukee
Corporate office
1201 South Second Street, Milwaukee, WI, United States
Principals
Blake Moret
Chairman and CEO
Sector focus
Frequently asked questions
Who oversees investment decisions for the Rockwell Automation Pension Plan?
Investment decisions sit with the corporate treasury and finance functions under Chairman and CEO Blake Moret. External advisors including Willis Towers Watson and Mercer provide consulting support.
What asset classes does the plan deploy into?
The plan allocates to private equity and maintains a long-term investment horizon of ten to twenty years. Ticket sizes typically fall between $5 million and $25 million.
How is the plan structured relative to the parent company?
It functions as an internal defined-benefit plan sponsored by Rockwell Automation, Inc. rather than an independent family office or external asset manager.
Does the plan make direct investments or only fund commitments?
The plan participates in both direct co-investments and fund commitments within its private-equity allocation.
Where does the underlying capital originate?
Capital originates from Rockwell Automation, Inc. corporate contributions to fund employee retirement obligations.
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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