Updated:
Alameda-Contra Costa Transit District Retirement System
The Alameda-Contra Costa Transit District Retirement System was established to provide defined benefit pensions for employees of the Alameda-Contra Costa...
Alameda-Contra Costa Transit District Retirement System
The Alameda-Contra Costa Transit District Retirement System was established to provide defined benefit pensions for employees of the Alameda-Contra Costa Transit District. Damien Charléty holds the role of executive officer. Jeff Lewis chairs the retirement board and Chris Andrichak serves as a board member. The plan holds a 56 percent allocation to US equities valued at $530 million. Fixed income positions include an 11.5 percent allocation to US aggregate bonds and a 7.9 percent allocation to US corporate bonds. Real estate exposure consists of a $23.7 million core portfolio and a matching non-core portfolio. Additional commitments include a $47.4 million private debt allocation and a private infrastructure portfolio. Geographic reach covers the United States and global markets through secondaries and emerging markets debt strategies. Confirmed holdings include positions in 50 South Private Equity Core Fund XI and Oaktree Capital Management credit strategies. The system maintains relationships with Meketa Investment Group, Verus Advisory and J.P. Morgan as service providers. It participated in the Pension Bridge Private Credit 2026 conference in February 2026. Investment horizon targets exceed ten years. The plan operates under the sponsorship of the Alameda-Contra Costa Transit District with board oversight that separates plan governance from district operations.
General information
Firm type
Public Pension Fund
Year founded
1960
Location
Region
North America
Country
United States
City
Oakland
Principals
Damien Charléty
Executive Officer of the Retirement Plan
Jeff Lewis
Chair of the Retirement Board
Chris Andrichak
Board Member and CFO of AC Transit
Sector focus
Frequently asked questions
Who runs investment decisions at Alameda-Contra Costa Transit District Retirement System?
Damien Charléty serves as executive officer. The retirement board chaired by Jeff Lewis provides oversight.
Does the plan participate in fund commitments or only direct deals?
The system commits to funds including 50 South Private Equity Core Fund XI and Oaktree Capital Management vehicles.
What asset classes receive allocations?
Allocations cover US equities, US aggregate and corporate bonds, core and non-core real estate, private infrastructure and private debt.
How does the system incorporate ESG considerations?
ESG factors enter the investment process and manager evaluations with focus on corporate governance and sustainability.
What is the relationship to the Alameda-Contra Costa Transit District?
The transit district sponsors the retirement system and supplies board members including Chris Andrichak.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on pension funds?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: