| The information set forth below relates to Wespath Benefits and Investments and its investment management subsidiaries, UMC Benefit Board, Inc. and Wespath Institutional Investments LLC, the investment advisors to the P Series and I Series funds, respectively. Please see wespath.org for more information about the P Series funds. |
Adams Street
Chicago, Illinois
USEF-P – private equity
IEF-P – private equity
AMERRA Capital Management
New York, New York
IEF-P – private equity
Baillie Gifford
Edinburgh, Scotland
IEF-I, IEF-P – international equity
BlackRock
San Francisco, California and New York, New York
IPF-I, IPF-P – inflation-protected fixed income
FIF-I, FIF-P – corporate and agency fixed income
USEF-I, USEF-P – domestic equity
USEIF-I, USEIF-P – domestic equity
IEF-I, IEF-P – international equity
Blackstone Group
New York, New York
IEF-I, IEF-P, SOF-P – private real estate
SOF-P – private real estate debt and private credit
FIF-I, FIF-P – private real estate debt and private credit
Brown Capital Management
Baltimore, Maryland
USEF-I, USEF-P – domestic equity
The Bank of New York Mellon
Pittsburgh, Pennsylvania
USEF-I, USEF-P, USEIF-I, USEIF-P, SVCEF-P, SVCEF-I, ETFIF-P, IEF-I, IEF-P, FIF-I, FIF-P, IPF-I, IPF-P, SVF-P, STIF-I, STIF-P, SVCBF-I, SVCBF-P, USTPF-I, USTPF-P, DMFIF-P, AIF-P, LMFIF-P – securities lending
Cabot Properties
Boston, Massachusetts
USEF-P, USEF-I – private real estate
Capital Group
Los Angeles, California
FIF-I, FIF-P – emerging markets debt
IEF-I, IEF-P – developed and emerging markets international equity
CBRE Global Advisors
Los Angeles, California
USEF-I, USEF-P – private real estate
Cerberus Capital Management
New York, New York
USEF-P – private real estate
SOF-P – private real estate distressed debt and equity
Conservation Forestry
Exeter, New Hampshire
SOF-P – timber
Disciplined Growth Investors
Minneapolis, Minnesota
USEF-I, USEF-P – domestic equity
Dodge & Cox
San Francisco, California
SVF-P – stable value fixed income
ETFIF-P – fixed income
Equity International Management
Chicago, Illinois
IEF-P – private real estate
Gresham Investment Management
New York, New York
IPF-I, IPF-P – commodities
HarbourVest
Boston, Massachusetts
IEF-I, IEF-P, USEF-P, USEF-I – private equity
SOF-P – private equity
SOF-P, IPF-P – infrastructure
Hotchkis and Wiley Capital Management
Los Angeles, California
USEF-I, USEF-P – domestic equity
Hutensky Capital
Hartford, Connecticut
USEF-P – private real estate
H/2 Capital
Stamford, Connecticut
SOF-P – private real estate distressed debt
Impax Asset Management
London, England
USEF-I, USEF-P – domestic equity
IEF-I, IEF-P – international equity
Insight Investment
San Francisco, California
SVF-P – stable value fixed income
JP Morgan Investment Management
New York, New York
USEF-I, USEF-P – private equity
KKR
New York, NY
SOF-P, IPF-P, IPF-I – infrastructure
Lone Star Funds
Dallas, Texas
FIF-P – private real estate distressed debt and equity
SOF-P – private real estate distressed debt and equity
Manulife Investment Management Timberland and Agriculture
Boston, Massachusetts
IPF-P – timber
SOF-P – timber
Metro Storage
Lake Forest, Illinois
SOF-P – private real estate
Mondrian Investment
London, England
IEF-I, IEF-P – international equity
National Equity Fund
Chicago, Illinois
SOF-P – affordable housing debt
Neuberger Berman Investment Advisers
Chicago, Illinois
FIF-P, SVF-P – fixed income
USTPF-I, USTPF-P – inflation-protected fixed income
IPF-I, IPF-P – inflation-protected fixed income
ETFIF-P – long duration fixed income
Northern Trust Quantitative Advisers
Chicago, Illinois
USEF-I, USEF-P – domestic equity
Nuveen Alternative Advisors
Charlotte, North Carolina
SOF-P – agribusiness
Oaktree Capital Management
Los Angeles, California and Stamford, Connecticut
FIF-I, FIF-P – high-yield fixed income
IEF-I, IEF-P – emerging markets international equity
Pacific Investment Management (PIMCO)
Newport Beach, California
AIF-P, DMFIF-P, FIF-I, FIF-P, LMFIF-P, SVCBF-I, SVCBF-P – fixed income
IPF-I, IPF-P – emerging markets inflation-protected fixed income
Parametric Portfolio Associates
Minneapolis, Minnesota
USEF-I, USEF-P – U.S. equity index financial futures
USEIF-I, USEIF-P – U.S. equity index financial futures
IEF-I, IEF-P – international equity index financial futures and ETFs
MAF-I, MAF-P – equity and fixed income financial futures
PGIM Fixed Income
Newark, New Jersey
SVF-P – stable value fixed income
ETFIF-P – fixed income
PGIM Investments
Madison, New Jersey
USEF-I, USEF-P – private real estate
SOF-P – private real estate
Prism Capital
Chicago, Illinois
USEF-P – private equity
The Rohatyn Group
New York, New York
IPF-P – international infrastructure
SOF-P – international infrastructure
Sprucegrove Investment Management
Toronto, Ontario, Canada
IEF-I, IEF-P – international equity
Systima Capital Management
Chicago, Illinois
SOF-P – real estate debt
Townsend Group
Cleveland, Ohio
USEF-I, USEF-P – private real estate
UBS Asset Management
New York, New York
IPF-I, IPF-P – senior secured loans
DMFIF-P, – senior secured loans
Waterfall Asset Management
New York, New York
DMFIF-P – asset-backed securities
Wellington Management
Boston, Massachusetts
FIF-I, FIF-P – fixed income
USEF-I, USEF-P – domestic equity
IEF-I, IEF-P – domestic and international equity
Sweep Account – short term fixed income
Wespath Benefits and Investments/Wespath Institutional Investments
Glenview, Illinois
AIF-P, PSPLF-P, FIF-I, FIF-P – loan participations to support affordable housing and community development
Xponance
Durham, North Carolina
SVCEF-I, SVCEF-P – domestic and international sustainable equity
Zevenbergen Capital Management
Seattle, Washington
USEF-I, USEF-P – domestic equity
Bellwether Enterprise Real Estate Capital
Columbia, Maryland
California Community Reinvestment Corporation
Los Angeles, California
Capital Impact Partners
Arlington, Virginia
Cinnaire Corporation
Lansing, Michigan
The Community Development Trust
New York, New York
Community Investment Corporation
Chicago, Illinois
The Community Preservation Corporation
New York, New York
Community Reinvestment Fund
Minneapolis, Minnesota
Greystone Servicing Corporation
Atlanta, Georgia
The Low Income Investment Fund
San Francisco, California
New Hampshire Housing Finance Authority
Bedford, New Hampshire
Shared Interest
New York, New York
Harvest Investments
Burr Ridge, Illinois
The Bank of New York Mellon Corporation
Pittsburgh, Pennsylvania
The Northern Trust Company
Chicago, Illinois
Grant Thornton
Chicago, Illinois
InGuardians
Washington, District of Columbia
Protiviti
Chicago, Illinois
Solid Benefit Guidance
Montvale, New Jersey
Willis Towers Watson
Chicago, Illinois
Willis Towers Watson
New York, New York
(Last Updated January 28, 2025)
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