UFCW National Pension Fund

UFCW National Pension Fund

The UFCW National Pension Fund was established in 1965 as a multiemployer defined benefit plan. It delivers retirement and disability benefits financed by employer contributions and investment income. Marc Perrone serves as Chairman of the Board of Trustees while Milton Jones acts as a trustee. The fund allocates across multiple asset classes including real estate, private equity and energy infrastructure. Confirmed holdings include commitments to Sterling Organization Real Estate Fund, DRA Advisors Real Estate Fund, PGIM Real Estate Fund, Torchlight Investors Real Estate Debt, Energy Capital Partners III and ArcLight Energy Partners Fund. It also maintains positions in Blackstone Capital Partners VII and VIII as well as Landmark Equity Partners XV. Geographic exposure centers on the United States with additional holdings in global real estate and private equity strategies. Assets under management stand at $7.9 billion. The fund retains NEPC as investment advisor, Segal as actuary, State Street Bank as custodian, Morgan Lewis as legal counsel and BDO USA as auditor. It belongs to the National Coordinating Committee for Multiemployer Plans, the Council of Institutional Investors and the International Foundation of Employee Benefit Plans. In January 2026 the fund attended the Summit & Crystal Globe Awards. The plan operates under a board structure with equal representation from union and employer trustees. This governance model directly ties contribution policy and investment decisions to the collective bargaining agreements of participating employers.