# 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:** North America
- **Address:** Milwaukee, WI, United States
- **Founded:** 1903
- **Assets under management:** Undisclosed
- **Website:** raquickfind.com
- **LinkedIn:** https://www.linkedin.com/company/rockwell-automation

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Real Estate

## People

- Maureen Kennedy-Harlan — Plan Administrator

## 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.

## Related profiles

- [Rockton](https://altss.com/profile/rockton)
- [Rockwell Group](https://altss.com/profile/rockwell-group)

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Last updated: 2026-08-11T02:43:31.692Z

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