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Kaiser Permanente 401(k) Retirement Plan

Pension fund · Founded 1987 · Oakland, United States

$20B assets under management1% to venture · ~$200M
9 funds backed
Funds backed 9
Power Law funds backed 4
Direct holdings 0
Background

Who Kaiser Permanente 401(k) Retirement 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 Kaiser Permanente 401(k) Retirement Plan is a defined contribution retirement plan sponsored by Kaiser Foundation Health Plan, Inc. for its employees.

Source of Capital

  • The plan's capital is sourced from elective contributions deducted from employee payrolls and matching contributions from the employer.
  • It features automatic enrollment to facilitate employee participation.

Major Events

  • Fidelity Investments serves as a service provider for Kaiser Permanente's retirement plans.

Allocation Strategy

  • The plan utilizes a default investment account for participants who do not actively direct the assets in their accounts.
  • Participants have the option to use a self-directed brokerage account, allowing for a broader range of investment choices.
  • The plan offers a menu of investment options, and participants are encouraged to evaluate funds based on fees, performance, and investment objectives.
Fund commitments

The funds Kaiser Permanente 401(k) Retirement Plan backs.

Kaiser Permanente 401(k) Retirement Plan is a limited partner in 9 funds. 4 of them place in the Power Law Investor Ranking, and the best-ranked are shown here.

Allocation

How Kaiser Permanente 401(k) Retirement Plan’s fund book is spread.

The 9 funds Kaiser Permanente 401(k) Retirement 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 778%
  • Rest of world 222%
  • Europe 00%

United States 7 · China 1 · India 1

Figures on this page are sourced live from the Dealroom next-gen API, joined with Dealroom’s cap-table dataset (estimated holdings) and the Power Law Investor Ranking. News in “Featured in” is drawn from Dealroom’s own coverage — the stories that name this investor, not only those it is the subject of. Market sentiment is omitted until the API exposes it.