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Kaiser Permanente 401(k) Retirement Plan

Pension fund · Founded 1987 · Oakland, United States

#164 LP Ranking #79 of 1,316 pension funds
9 VC firms backed
$20B AUM
~$200M Allocated to VC (est. 1%)
01 · Background

Who Kaiser Permanente 401(k) Retirement Plan is.

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.
02 · 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; those lead, best-ranked first.

Sequoia Capital
United States
#2 Power Law
Accel
United States
#4 Power Law
Peak XV Partners
India
#207 Power Law
Warburg Pincus
United States
#233 Power Law
Francisco Partners
United States
HSG
China
Pine Brook Partners
United States
Portfolio Advisors
United States
Tudor Group
United States
03 · 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%

United States 7 · China 1 · India 1