Oakhaven Springs — combined pension assets
Combined assets under administrationCombined market value of assets held for Erebor and Rivendell members.
Four asset classes, one long horizon.
Equities
Publicly traded companies across global markets, held for long-term growth.
Fixed income
Government and corporate bonds that provide stability and steady income.
Real estate
Commercial and residential property held directly and through partnerships.
Infrastructure
Utilities, transport, and renewable energy assets with long-term, inflation-linked returns.
How assets have grown
Combined assets have grown from $6,900,000,000 in 2020 to $14,203,481,552 in 2026. $5,753,481,552 of that is cumulative investment return; the rest comes from member and employer contributions.
cumulative investment return
2026 Annual Report
A plain-language look back at the year: what came in, what was paid out, and how combined assets were invested on behalf of Erebor and Rivendell members.
Learn moreAdministration for two pension plans
Oakhaven Springs handles contributions, recordkeeping, and monthly pension payments for the Erebor Pension Plan and the Rivendell Pension Plan. Each plan is governed by its own board of trustees; Oakhaven Springs carries out what those boards decide.
Built around plain-language service
Every plan site uses the same plain-language content templates and the same planning tool, so moving between plan sites feels familiar even though the benefits themselves differ.