Pentegra Defined Benefit Plan for Financial Institutions
AUM $3.5BFounded 19431 contacts
Pentegra Defined Benefit Plan for Financial Institutions is a private sector pension plan with an investment portfolio worth $3.55 billion as of June 30, 2023. It invests in private equity, real estate, infrastructure, publicly-traded equities, fixed-income securities, cash and other alternative asset classes. On June 30, 2023, the private equity portfolio exceeded $1.24 billion, or 35.1% of the total portfolio. That allocation was lower than on June 30, 2022, when private equity stood at $1.34 billion. Its private equity strategies are buyouts, co-investments, secondaries, diversified private equity, private equity growth expansion and venture capital. The executive management team governs the plan's investments, with Mr. Eric Wietsma as Plan Administrator.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| RJ Family Office | Multi family office | Singapore | Real estate | $3.7T | 1 |
| Norges Bank Investment Management | Sovereign Wealth Fund | Oslo, Norway | Core | $1.8T | 1 |
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| National Pension Service | Public Pension Fund | Jeonju-si, South Korea | Core · Co-investment | $800B | 1 |
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