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UPS SCS, Inc. Employees' Pension Plan
The UPS SCS, Inc. Employees' Pension Plan was established in 1973 as a private-sector pension fund. It provides benefits to employees of United Parcel Service...
UPS SCS, Inc. Employees' Pension Plan
The UPS SCS, Inc. Employees' Pension Plan was established in 1973 as a private-sector pension fund. It provides benefits to employees of United Parcel Service and its subsidiaries. The plan maintains allocations to private equity and real estate. Confirmed holdings include commitments to HarbourVest Partners, LaSalle Investment Management, GI Partners, Partners Group, CBRE Investment Management, and Crow Holdings Capital. It also holds a 7.9 percent stake in TPG RE Finance Trust. Geographic exposure spans the United States and global markets. Assets total $2.072 billion. The plan participates in the iREOC and PREA networks. No recent operational events from the last 24 months appear in available records. The plan operates through the UPS Group Trust, which structures commitments to external managers and direct positions.
General information
Firm type
Pension Fund
Year founded
1973
Location
Region
North America
Country
Canada
City
Mississauga
Corporate office
1930 DERRY RD E, Mississauga, Ontario, Canada
Principals
Ernie Caballero
Chief Investment Officer
Judy McMahan
Portfolio Manager, Real Assets
Robert Thompson
Senior Portfolio Manager, Credit
Greg Spick
Portfolio Manager, Real Assets
Brian Burger
Portfolio Manager, Private Equity
Sector focus
Frequently asked questions
Who runs investment decisions at UPS SCS, Inc. Employees' Pension Plan?
Ernie Caballero serves as Chief Investment Officer. Portfolio managers include Judy McMahan for real assets, Robert Thompson for credit, Greg Spick for real assets, and Brian Burger for private equity.
Does the plan participate in fund commitments or only direct deals?
The plan commits to external managers including HarbourVest Partners, Partners Group, and LaSalle Investment Management. It also maintains direct positions such as the stake in TPG RE Finance Trust.
What asset classes receive allocations?
Allocations include private equity at roughly 9.89 percent and real estate secondaries. Additional exposure exists in credit strategies and public equities across multiple markets.
Where does the plan maintain geographic exposure?
The plan invests in the United States and global markets. Holdings include U.S. real estate vehicles and international public positions in Italy, India, and Turkey.
Which service providers support the plan?
Goldman Sachs acts as investment manager. BNY Mellon serves as custodian. Deloitte provides audit services. Alight Solutions handles recordkeeping. Proskauer Rose LLP provides legal counsel.
Profile maintained by Altss 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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