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McKinsey Retirement Trust

Pension fund · New York City, United States

8 funds backed
Funds backed 8
Power Law funds backed 3
Direct holdings 0
Background

Who McKinsey Retirement Trust is.

Where the institution came from, whose capital it manages, and how that capital is allocated — from Dealroom's LP research.

Historical Background

  • The McKinsey & Company, Inc. Profit Sharing Retirement Plan, a key component of the firm's retirement offerings, was established in 1956.
  • The trust is structured to provide retirement, death, disability, and survivor benefits to the eligible employees and partners of McKinsey & Company, the global management consulting firm.

Source of Capital

  • The trust is a corporate pension plan funded by contributions from the parent company, McKinsey & Company.
  • It operates as a profit-sharing retirement plan, where the firm makes annual contributions for its employees.

Allocation Strategy

  • The assets of the pension plan are managed by the executive management team.
Fund commitments

The funds McKinsey Retirement Trust backs.

McKinsey Retirement Trust is a limited partner in 8 funds. 3 of them place in the Power Law Investor Ranking, and the best-ranked are shown here.

Allocation

How McKinsey Retirement Trust’s fund book is spread.

The 8 funds McKinsey Retirement Trust 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 450%
  • Rest of world 338%
  • Europe 113%

United States 4 · China 2 · India 1 · Switzerland 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.