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USAA Pension Plan
The USAA Pension Plan was established in 1946. It delivers retirement and death benefits to employees of USAA, the financial services firm founded in 1922 to...
USAA Pension Plan
The USAA Pension Plan was established in 1946. It delivers retirement and death benefits to employees of USAA, the financial services firm founded in 1922 to serve military families. The plan holds commercial real estate assets including 1100 Peachtree Street in Atlanta and portfolios in Washington D.C., Houston, and Austin. It maintains commitments to Macquarie Asset Management for global infrastructure and to Hancock Timber Resource Group. Allocations also include private equity exposure through Cordova, Smart & Williams. Geographic reach covers the United States and select international infrastructure markets. USAA reports 37,000 employees. The plan uses Victory Capital Management, BlackRock, and LPL Financial as advisors. It participates in events such as the IMEA Distribution Intelligence Summit. The plan operates under ERISA rules as a corporate pension vehicle tied directly to USAA's employee base rather than as an independent allocator.
General information
Firm type
Pension Fund
Year founded
1946
Location
Region
North America
Country
United States
City
San Antonio
Corporate office
9800 Fredericksburg Road D SVC E, San Antonio, TX 78288-4002, United States
Principals
Juan C. Andrade
President and CEO of USAA
Brett Seybold
Executive Vice President and Chief Financial Officer
Sector focus
Frequently asked questions
Who runs investment decisions at USAA Pension Plan?
Investment oversight sits with USAA leadership including President and CEO Juan C. Andrade and CFO Brett Seybold. External advisors including Victory Capital Management and BlackRock execute mandates.
Does USAA Pension Plan participate in fund commitments or only direct deals?
The plan makes fund commitments to managers such as Macquarie Asset Management and Hancock Timber Resource Group. It also holds direct real estate assets through joint ventures and SPVs.
Which asset classes does USAA Pension Plan allocate to?
Allocations include private equity at 16 percent, real estate, timberland, and infrastructure. Liquidity terms note that alternative investments sit in long-term illiquid structures.
Where does the underlying wealth come from?
Assets derive from contributions tied to USAA, the insurance and banking provider founded in 1922 to serve military families and their descendants.
Does USAA Pension Plan maintain philanthropic structures?
The USAA Foundation, established in 2004, serves as the primary philanthropic arm with focus on education and military communities. It operates separately from the pension plan.
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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