# City of Ocoee General Employees’ Retirement Trust Fund City of Ocoee General Employees’ Retirement Trust Fund is a Pension Fund based in Ocoee, United States. ## Overview - **Organization type:** Pension Fund - **Headquarters:** Ocoee, United States - **Region:** North America - **Address:** Ocoee, FL, United States - **Assets under management:** Undisclosed - **Website:** www.ocoee.org - **LinkedIn:** https://www.linkedin.com/company/city-of-ocoee ## Regulatory record - **Reports private funds:** No ## About The City of Ocoee General Employees' Retirement Trust Fund is a single-employer defined benefit pension plan serving general employees of this Central Florida municipality. Governance rests with a Board of Trustees composed of commission-appointed and employee-elected members, a structure common among small municipal plans. Public filings list Gequita Cowan as the board-appointed fifth trustee and elected employee member, alongside Patricia Gleason, Steven G. Sanders, and Gary Gleason as fellow trustees. City finance director Rebecca Roberts and city manager Craig Shadrix serve as administrative partners. Investment strategy reflects the constraints of a small, benefit-focused plan. The trust holds cash and cash equivalents for near-term liquidity and reports a direct real estate position through ARA Core Property Fund, a diversified open-end vehicle spanning multifamily, industrial, and office properties across the United States. The city also participates in the Florida Municipal Pension Trust Fund's 457(b) deferred compensation program, giving employees access to a multi-employer alliance that pools resources for scale in recordkeeping and investment selection. No private equity, hedge fund, or direct venture allocations are known. The plan operates from Ocoee City Hall with no satellite offices. Staffing is lean — the board relies on city officials for administrative support rather than a dedicated investment team. The trust does not publish an annual investment report online, and no independent valuation of its assets is publicly circulated. This opacity is characteristic of municipal plans below state-reporting thresholds. The trust's structural differentiator is access: as a small municipal fund, it gains scaled investment exposure through association membership in the Florida Municipal Pension Trust Fund, bypassing the standalone cost burden of actuarial consulting and investment management that a fully independent $5 million or $50 million plan would incur. That embedded advantage — cost-sharing across dozens of Florida municipalities — defines how this trust delivers on its benefit promise. ## People - Gequita Cowan — Board Appointed Fifth Trustee and Elected Employee Member - Patricia Gleason — Commission Appointed Trustee - Steven G. Sanders — Commission Appointed Trustee - Gary Gleason — Elected Employee Member Trustee - Rebecca Roberts — Finance Director for the City of Ocoee - Melanie Sibbitt — City Clerk for the City of Ocoee - Craig Shadrix — City Manager for the City of Ocoee ## Questions ### Who governs the City of Ocoee General Employees' Retirement Trust Fund? The fund is governed by a five-member Board of Trustees that blends commission-appointed and employee-elected seats. Gequita Cowan serves as a board-appointed fifth trustee and elected employee member; Patricia Gleason, Steven G. Sanders, and Gary Gleason also hold trustee positions. Administrative support comes from city finance director Rebecca Roberts and city manager Craig Shadrix. ### What is the fund's relationship with the Florida Municipal Pension Trust Fund? The City of Ocoee participates in the Florida Municipal Pension Trust Fund's 457(b) deferred compensation plan. This membership pools the city with other Florida municipalities, giving employees access to a multi-employer trust that provides investment options, recordkeeping, and actuarial services at shared cost — a structural efficiency small standalone plans cannot match. ### Does the Ocoee pension fund invest in private equity or venture capital? No private equity, venture capital, or hedge fund allocations are publicly reported. Known holdings include cash and cash equivalents for liquidity and an indirect real estate position through ARA Core Property Fund, a diversified open-end vehicle. The plan's liability-driven mandate and small size weigh against illiquid alternative commitments. ### How large is the City of Ocoee General Employees' Retirement Trust Fund? The fund does not publicly disclose its asset size, and no independent valuation circulates. Municipal plans below Florida state reporting thresholds often maintain this posture. The absence of published figures is typical for an entity that administers benefits for a single mid-sized municipality rather than competing for institutional capital. ### What real estate exposure does the Ocoee pension fund carry? The fund reports a direct interest in ARA Core Property Fund, which invests in stabilized, income-producing commercial real estate across the United States — multifamily, industrial, office, and retail properties. This provides equity real estate exposure without the governance burden of direct property management. ## Related profiles - [City of Ocala Police Officers' Retirement System](https://altss.com/profile/city-of-ocala-police-officers-retirement-system) - [City of Omaha Police & Fire Retirement System](https://altss.com/profile/city-of-omaha-police-fire-retirement-system-copfrs) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/city-of-ocoee-general-employees-retirement-trust-fund Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology