# Rockwell Automation Pension Plan

Rockwell Automation Pension Plan is a Pension Fund based in Milwaukee, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Milwaukee, United States
- **Region:** Europe
- **Address:** 1201 South Second Street, Milwaukee, WI, United States
- **Founded:** 2001
- **Assets under management:** 1.8B (Altss estimate)
- **Website:** www.rockwellautomation.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Industrials
- Manufacturing

## People

- Blake Moret — Chairman and CEO

## 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.

### 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.

## Related profiles

- [National Fund for Municipal Workers](https://altss.com/profile/national-fund-for-municipal-workers)
- [MCC](https://altss.com/profile/mcc)

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

Canonical page: https://altss.com/profile/rockwell-automation-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology