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Rockwell Automation Pension Plan
The Rockwell Automation Pension Plan was established as a defined-benefit retirement plan for eligible U.S. salaried or hourly employees of Rockwell...
Rockwell Automation Pension Plan
The Rockwell Automation Pension Plan was established as a defined-benefit retirement plan for eligible U.S. salaried or hourly employees of Rockwell Automation, Inc. hired before July 1, 2010. The plan is closed to new entrants and is administered solely for existing vested participants from the Rockwell Automation Service Center in Milwaukee, Wisconsin. The plan’s asset pool funds retirement and termination benefits, with its known holdings reflecting a direct real estate orientation. Observed property assets include Atlantic US Real Estate, LLC — a commercial vehicle — and OBH Timberline LLC, a mixed-use entity. The plan also maintains the Rockwell Automation Stock Fund, an internal vehicle tied to the sponsor’s equity. The geographic footprint remains concentrated in the United States, with real estate investments that are domestic in scope. The plan operates without a separately disclosed investment management entity, distinguishing it from outsourced multi-asset institutional funds. It is sponsored by Rockwell Automation, Inc., an industrial automation company, and benefits are administered by the in-house Rockwell Automation Service Center. No recent structural change or capital event has been publicly recorded. The plan’s unusual structure stems from its frozen-liability posture: closed to new participants, it functions primarily as a legacy obligation manager rather than a growth-oriented pension vehicle. The presence of direct real estate holdings — commercial and mixed-use — suggests a degree of internal asset management, though no external investment partners are disclosed.
General information
Firm type
Pension Fund
Year founded
1903
Location
Region
North America
Country
United States
City
Milwaukee
Corporate office
Milwaukee, WI, United States
Principals
Maureen Kennedy-Harlan
Plan Administrator
Sector focus
Frequently asked questions
Who is responsible for the administration of the Rockwell Automation Pension Plan?
Maureen Kennedy-Harlan serves as Plan Administrator. The plan is sponsored by Rockwell Automation, Inc. and administered through the Rockwell Automation Service Center in Milwaukee.
Is the plan still open to new participants?
No. The plan was closed to new U.S. employees hired after July 1, 2010. It now serves only vested participants who were eligible before that date.
What types of assets are held in the plan?
The plan holds direct real estate interests, including Atlantic US Real Estate, LLC (commercial) and OBH Timberline LLC (mixed-use). It also maintains the Rockwell Automation Stock Fund, a vehicle tied to the sponsoring employer's equity.
Does the plan have any relationship with external investment managers?
No external investment managers or outsourced CIO arrangements are publicly disclosed. The plan's observed structure suggests in-house management of its direct real estate and employer-stock holdings.
How does the plan's frozen status affect its investment posture?
As a closed, frozen defined-benefit plan, its primary mandate is liability management — matching assets to the benefit obligations of its shrinking participant base. This typically favors income-generating assets, consistent with its observed direct real estate and related holdings.
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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