Citigroup Pension Plan
Pension fund · Founded 1959 · Stamford, United States
Who Citigroup Pension Plan is.
Where the institution came from, whose capital it manages, and how that capital is allocated — from Dealroom's LP research.
Historical Background
- The Citigroup Pension Plan is a single-employer defined benefit corporate pension plan established in 1959.
- Effective January 1, 2008, the plan was frozen. Employees who were not participants in the plan on December 31, 2007, are not eligible for benefits.
Source of Capital
- The plan is funded by Citigroup for the exclusive benefit of its employees and retirees.
- Plan assets are held in a trust and are separate from the corporate assets of Citigroup.
Major Events
- The plan was amended and restated through December 31, 1995, and further amended effective January 1, 2000, to reflect the establishment of the Citigroup Pension Plan and the benefits of former Citibank employees.
- The plan was frozen on January 1, 2008, meaning no new participants could join and no further benefit credits would accrue for cash balance participants.
The funds Citigroup Pension Plan backs.
Citigroup Pension Plan is a limited partner in 44 funds. 12 of them place in the Power Law Investor Ranking, and the best-ranked are shown here.
How Citigroup Pension Plan’s fund book is spread.
The 44 funds Citigroup Pension Plan backs, by where the manager is headquartered and how many funds that manager has raised.
Where those managers are based
By fund headquarters.
- North America 3682%
- Europe 49%
- Rest of world 49%
United States 36 · United Kingdom 4 · Hong Kong 2 · India 1
How established those managers are
Managers grouped by how many funds they have raised. 5 emerging (three funds or fewer), 19 established — across the 24 of 44 with a fund history on record.
The companies Citigroup Pension Plan backs directly.
Citigroup Pension Plan holds 2 companies directly, separate from the funds it commits to as a limited partner.
How those direct holdings break down by headquarters country, sector, entry stage and current growth stage.
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Austria1
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USA1
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Energy1
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Semiconductors1
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Mature2
Other LPs.
Other pension funds in the Power Law LP ranking, closest to Citigroup Pension Plan by combined power-law score — North America first, then the nearest worldwide.