Pension Fund

Updated:

United States Golf Association Retirement Plan

The United States Golf Association was founded in 1894. Its retirement plan sits under the same corporate umbrella and follows written policies that embed ESG...

United States Golf Association Retirement Plan logo

United States Golf Association Retirement Plan

The United States Golf Association was founded in 1894. Its retirement plan sits under the same corporate umbrella and follows written policies that embed ESG factors into decisions. The plan allocates across U.S. equity mutual funds valued at $23.7 million, international equity mutual funds at $58.5 million, and fixed income mutual funds at $77.9 million. It also maintains an allocation to a private equity fund of funds and an institutional senior loan position reported at $9.2 million. Geographic reach centers on North America with the balance of holdings in global strategies. The plan reports 649 professionals under management. It lists direct ownership of the USGA Liberty Corner Campus in New Jersey and Golf House Pinehurst in North Carolina. No dated operational events specific to the retirement plan appear in the last 24 months. The plan functions as a captive vehicle for a single nonprofit organization rather than an open multi-employer platform.

General information

Firm type

Pension Fund

Year founded

1894

Location

Region

North America

Country

United States

City

Somerset

Corporate office

77 Liberty Corner Road, Somerset, NJ 07938, United States

Sector focus

Diversified

Frequently asked questions

Who runs investment decisions at the United States Golf Association Retirement Plan?

No named CIO or investment committee members are disclosed in available records.

Does the plan participate in fund commitments or only direct deals?

The plan holds positions in mutual funds and a private equity fund of funds.

What asset classes appear in the plan's reported holdings?

Holdings include U.S. and international equity mutual funds, fixed income mutual funds, a senior loan fund, and private equity fund-of-funds exposure.

Where does the plan custody its assets?

BNY Mellon is listed as custodian.

Does the plan maintain any real estate exposure?

Direct ownership is recorded for the USGA Liberty Corner Campus and Golf House Pinehurst.

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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