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Shady Grove Reproductive Science Center Defined Benefit Pension Plan and Trust
The Shady Grove Reproductive Science Center Defined Benefit Pension Plan and Trust is a single-employer pension fund covering employees of the Shady Grove...
Shady Grove Reproductive Science Center Defined Benefit Pension Plan and Trust
The Shady Grove Reproductive Science Center Defined Benefit Pension Plan and Trust is a single-employer pension fund covering employees of the Shady Grove Fertility network, one of the largest fertility treatment centers in the United States with locations in Rochester, Rockville, Brooklyn, San Francisco, and Baltimore. The plan's investment portfolio is designed to match its long-term liability profile, allocating across fixed income, public equities, and alternative assets including private credit and real estate. The trust's strategy emphasizes capital preservation and income generation to meet future benefit payments. Its alternative allocation likely includes direct real estate holdings, possibly medical office properties tied to the fertility centers, and private credit investments for yield enhancement. The geographic footprint of its sponsor — operating in the mid-Atlantic and West Coast markets — shapes its local real estate exposure. Total assets under management are not publicly disclosed. The plan is administered by a board of trustees, with investment management handled by external advisors or an internal team. As a defined benefit plan, it maintains a strict liability-driven framework, with regular actuarial valuations to ensure funding adequacy. No recent investment activity has been publicly reported beyond standard pension portfolio adjustments. The trust's structural differentiator is its direct link to a specialized healthcare operating business — the fertility network's cash flows fund the plan, and its medical office real estate may serve as plan assets. This creates a closed-loop investment dynamic uncommon in multi-employer or public pension funds.
General information
Firm type
Single-Employer Defined Benefit
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Rochester
Corporate office
Rochester, NY, United States
Additional offices
Rockville · Brooklyn · San Francisco · Baltimore
Sector focus
Frequently asked questions
Who runs investment decisions at the Shady Grove Reproductive Science Center Defined Benefit Pension Plan and Trust?
The plan is governed by a board of trustees, whose current members are not publicly named. Investment management may be delegated to external asset managers or an internal investment team. The trust operates as a single-employer defined benefit plan under ERISA, with fiduciary responsibility held by the board (per public record).
What is the trust's investment strategy?
The trust follows a liability-driven investing approach, tailoring its portfolio to match the duration and cash-flow needs of its pension obligations. Allocations likely include investment-grade fixed income, public equities, and alternative assets such as private credit and real estate. The exact asset mix is not publicly disclosed.
Does the trust invest in real estate directly?
It is probable that the trust holds real estate assets, potentially including medical office properties affiliated with the Shady Grove Fertility network. Direct real estate is a common allocation for defined benefit plans seeking income and inflation protection. No specific properties or valuations have been publicly confirmed.
How large is the Shady Grove Reproductive Science Center Defined Benefit Pension Plan and Trust?
The trust does not publicly report its total assets under management. As a single-employer pension plan for a regional healthcare network, its size is likely moderate relative to large corporate or public pension funds. Without disclosure, no reliable estimate is available (per public record).
Is the trust open to co-investments or outside capital?
No. As a single-employer defined benefit plan, the trust manages assets only for the benefit of its covered employees and retirees. It does not accept external capital or participate in co-investment partnerships beyond standard commingled fund structures used by pension plans.
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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