Pension Fund

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TWU Local 100

TWU Local 100 established the MaBSTOA Retirement Fund in 1989. The plan supplies retirement and death benefits to transit authority workers. John Chiarello...

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TWU Local 100

TWU Local 100 established the MaBSTOA Retirement Fund in 1989. The plan supplies retirement and death benefits to transit authority workers. John Chiarello serves as president. Richard Davis previously served as president. James Whalen serves as Director of the TWU Local 100 Retirees Association and Trustee of the MaBSTOA Pension Trust. The fund allocates across real estate, infrastructure, and energy assets. Holdings include commingled real estate funds valued at $247.858 million, and energy and infrastructure assets valued at $87.565 million. Geographic exposure centers on New York and extends to global energy positions. The plan also maintains a long equity position in Host Hotels & Resorts. The organization employs 7,800 people. It maintains relationships with NEPC as investment advisor since 1998 and JPMorgan Chase as custodian since 2006. February 2024: Sponsored the Annual Black History Month Celebration at the Alhambra Ballroom in Harlem. The fund supports three affiliated vehicles that deliver childcare, training, and widows and orphans assistance. The pension operates under MTA sponsorship with direct oversight by union officers who also serve as trustees. This structure ties investment decisions to the same leadership that negotiates labor contracts and manages member services.

General information

Firm type

Pension Fund

Year founded

1989

Location

Region

North America

Country

United States

City

Brooklyn

Corporate office

195 Montague Street, 3rd Floor, Brooklyn, NY 11201, United States

Principals

John Chiarello

President

Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

InfrastructureReal EstateEnergy & Utilities

Frequently asked questions

Who runs investment decisions at TWU Local 100?

John Chiarello serves as president. Richard Davis previously served as president. James Whalen serves as Director of the Retirees Association and Trustee of the MaBSTOA Pension Trust. They determine eligibility and oversee allocations through the MTA Master Trust.

Does TWU Local 100 participate in fund commitments or only direct deals?

The plan holds positions in commingled real estate funds and the AllianzGI Structured Alpha 1000 Fund as a limited partner.

What asset classes receive target allocations?

Private equity carries a 7 percent target. Real estate, infrastructure, and energy assets appear in current holdings.

Where does the underlying wealth come from?

Contributions come from the Manhattan and Bronx Surface Transit Operating Authority on behalf of covered employees.

How is TWU Local 100 related to the Metropolitan Transportation Authority?

The MaBSTOA Pension Plan is an MTA-sponsored plan. The MTA Master Trust holds several of the fund's real estate and infrastructure investments.

Profile maintained by 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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