The Edison Institute Retirement Plan

The plan is not a vehicle for Ford family wealth. It is a corporate pension plan for employees of The Edison Institute, the nonprofit that operates The Henry Ford. The Ford family is represented on the Institute's board—William Clay Ford Jr. serves as chairman—but the pension assets are trusteed separately and governed by ERISA. The family's private investment activities are managed through entities unrelated to the retirement plan.

The plan operates as a traditional institutional limited partner. Its asset allocation, disclosed through annual Form 5500 filings with the Department of Labor, spans equities, fixed income, and alternative investments accessed through external managers. It does not engage in direct deal-making, co-investment platforms, or venture capital, instead following a prudent expert model consistent with its size and fiduciary obligations.

No. The Edison Institute Retirement Plan does not publish its assets under management on a public website or in press materials. Its Form 5500 filings with the Department of Labor contain the official asset figures and participant counts, but these require retrieval from the EFAST system and are not aggregated into a single public-facing disclosure by the sponsor.

The plan is governed by trustees appointed by The Edison Institute. The Institute's board of trustees, chaired by William Clay Ford Jr., has ultimate authority over the organization, though day-to-day pension administration is handled by the nonprofit's finance and human resources leadership. Patricia Mooradian, President and CEO of The Henry Ford, oversees the institution that sponsors the plan.

No. The retirement plan and the museum endowment are legally distinct pools of capital with separate fiduciary duties. The endowment manages contributed funds, grants, and donor-restricted gifts for the museum's operating and capital needs, while the pension trust is ring-fenced for employee benefit obligations under federal law. There is no evidence of co-investment or commingling between the two vehicles.