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US Army NAF Retirement Plan
The US Army NAF Retirement Plan was established in 1966 as a single-employer defined benefit plan. Trustees are appointed by the Commander of U.S.
US Army NAF Retirement Plan
The US Army NAF Retirement Plan was established in 1966 as a single-employer defined benefit plan. Trustees are appointed by the Commander of U.S. Army Installation Management Command. The plan maintains a diversified portfolio that includes domestic and international equities, fixed income, and private equity. Confirmed holdings include positions in Baillie Gifford funds, Artisan Partners strategies, and real estate vehicles such as RREEF America REIT II, UBS RESA, and Prime Property Fund. Geographic exposure centers on the United States with additional allocations to international markets. Assets total $2.3 billion. The plan uses multiple investment advisors including Baillie Gifford, Artisan Partners, and State Street Global Advisors. No additional offices are recorded. The plan operates under ethical investment restrictions tied to US government divestment mandates regarding companies in state sponsors of terrorism.
General information
Firm type
Pension Fund
Year founded
1966
AUM
2342 (Altss estimate)
Location
Region
North America
Country
United States
City
Houston
Corporate office
2455 Reynolds Road, JB San Antonio Fort Sam Houston, TX 78234-7588
Principals
Anita Jannsen
Chief, NAF Personnel Services Division and Plan Administrator
Sector focus
Frequently asked questions
Who runs investment decisions at US Army NAF Retirement Plan?
Anita Jannsen serves as Chief of the NAF Personnel Services Division and Plan Administrator. Trustees are appointed by the Commander of U.S. Army Installation Management Command.
What asset classes does the plan allocate to?
The plan allocates to public equities, private equity at 14.22 percent, and real estate. Holdings include Baillie Gifford funds and multiple real estate vehicles managed by UBS, Angelo Gordon, and Blackstone.
Does the plan participate in fund commitments or direct deals?
The plan participates through fund commitments and limited partner positions in vehicles such as Adams Street Partners and Blackstone Hedge.
What investment restrictions apply to the plan?
The plan is subject to divestment mandates and ethical investment restrictions concerning companies operating in state sponsors of terrorism.
Which service providers support the plan?
Investment advisors include Baillie Gifford, Artisan Partners, and State Street Global Advisors. Actuarial services are provided by Milliman and Cheiron. Legal counsel includes Vedder Price and Greenberg Traurig.
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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