Union pension plans that invest in venture funds
12 union pension plans that report the venture funds they hold: 218 holdings in all, and 7 still adding venture funds.
- Start with the most active. Ranked by the venture funds each reports holding, with what it holds and how to reach it.
- Know what’s new. 7 of them are still adding venture funds, by their latest reports.
- From their own reports. Each plan’s partnership interests are from the schedule of assets attached to its Form 5500, at current value.
218 venture fund holdings across 12 union pension plans
The numbers
| LP | Venture funds |
|---|---|
| Laborers District Council & Contractors Pension Fund of Ohio | 39 |
| N. Atlantic States Carp. Pension Fund | 39 |
| N. Atlantic States Carp. Guaranteed Annuity Fund | 37 |
| UFCW Consolidated Pension Fund | 26 |
| Central Pension Fund of the IUOE & Participating Employers | 24 |
| Equity-League Pension Trust Fund | 19 |
| National Elevator Industry Pension Plan | 18 |
| IAM National Pension Fund | 13 |
| # | LP | Location | Venture funds | In venture funds | Total assets |
|---|---|---|---|---|---|
| 1 | Laborers District Council & Contractors Pension Fund of Ohio | Westerville | 39 | $198M | $2.7B |
| 2 | N. Atlantic States Carp. Pension Fund | Wilmington | 39 | $169M | $5.1B |
| 3 | N. Atlantic States Carp. Guaranteed Annuity Fund | Wilmington | 37 | $185M | $3.8B |
| 4 | UFCW Consolidated Pension Fund | Atlanta | 26 | $84M | $5.6B |
| 5 | Central Pension Fund of the IUOE & Participating Employers | Washington | 24 | $436M | $27.4B |
| 6 | Equity-League Pension Trust Fund | New York | 19 | $131M | $2.4B |
| 7 | National Elevator Industry Pension Plan | Newtown Square | 18 | $358M | $12.2B |
| 8 | IAM National Pension Fund | Washington | 13 | $121M | $15B |
| 9 | Mid-America Carpenters Regional Council Pension Fund | Chicago | 2 | $64M | $6.4B |
| 10 | Western Conference of Teamsters Pension Plan | Seattle | 1 | $232M | $56.4B |
| 11 | United Association National Pension Fund | Alexandria | 0 | — | $7.7B |
| 12 | Western States Carpenters Pension Plan | Los Angeles | 0 | — | $11.3B |
Other LPs
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About the data
A fund counts as venture when its manager is in the fund index or the venture adviser directory, or, on a foundation’s return, when it is named as a venture fund; funds are linked to managers by name, and a match can be wrong. An LP is “still adding venture funds” when its latest report shows a fund from the last three years or one that wasn’t on the report before. Each LP’s page says what its amounts are and how old its report is. Organizations only: no individuals are listed.
Data feeds: latest LP reports (RSS) · every LP as CSV · the free weekly email for managers raising.