U.F.C.W. Consolidated Pension Fund

Brit Stickney is identified as a portfolio manager in SEC filings. However, ultimate investment authority rests with the board of trustees, which includes representatives from both the UFCW union and contributing employers. The Kroger Co., as the named fiduciary and dominant contributor, holds significant sway over asset allocation.

It is a multi-employer Taft-Hartley plan covering workers from 22-plus UFCW local unions across 17 states. Unlike a single corporate pension, contributions come from multiple employers under collective bargaining agreements — though Kroger represents over 90% of active participants, giving it influence disproportionate to a typical multi-employer arrangement.

The fund allocates across core real estate, data center investments, and private equity. Its real estate holdings are mixed-use and concentrated in North America. Data center exposure sits within its industrial allocation. Private equity commitments are global and span venture and growth strategies.

Contributions are negotiated through collective bargaining agreements between UFCW local unions and participating employers. Kroger is the primary contributor, funding benefits for grocery workers represented by the union. The fund also receives contributions from other employers across the 17-state footprint.

No. The fund does not publish a current asset figure through accessible public channels. As a Taft-Hartley plan it files Form 5500 annually with the Department of Labor, where asset figures could theoretically be retrieved, but no recent consolidated figure has been surfaced in the sources consulted.