# Contra Costa Water District Retirement Plan

Contra Costa Water District Retirement Plan is a Pension Fund based in Concord, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Concord, United States
- **Region:** North America
- **Address:** Concord, CA, United States
- **Founded:** 1936
- **Assets under management:** Undisclosed
- **Website:** www.ccwater.com
- **LinkedIn:** https://www.linkedin.com/company/contra-costa-water-district

## Regulatory record

- **Reports private funds:** No

## About

The Contra Costa Water District Retirement Plan was established in 1936 to provide retirement benefits to employees of the Contra Costa Water District. The plan is governed by a Retirement Trust Agreement and administered through the district's Human Resources & Risk department. The plan holds positions across multiple asset classes, including domestic and international equities, fixed income, and real estate. Confirmed holdings include the Janus Venture Fund, American Funds New World Fund, Eaton Vance Core Plus Bond, FPA Crescent Fund, UBS Trumbull Property Fund, Vanguard Real Estate II Index Fund, Vanguard Morgan Growth Fund, Fairholme Fund, American Beacon Small Cap Value, Oakmark International Fund, Westwood Large Cap Value, and Ashmore Emerging Markets Debt. The board comprises five directors. John A. Burgh is scheduled to retire from the board in March 2026. The plan maintains no disclosed additional offices or external investment staff. The plan functions as a single-employer public pension vehicle sponsored directly by the Contra Costa Water District, with investment decisions executed through external fund vehicles rather than internal management.

## People

- Ernesto A. Avila — President of the Board of Directors
- Antonio Martinez — Vice President of the Board of Directors
- John A. Burgh — Director of the Board
- Patt Young — Director of the Board
- Connstance Holdaway — Director of the Board

## Questions

### Who runs investment decisions at Contra Costa Water District Retirement Plan?

The board of directors, chaired by President Ernesto A. Avila, oversees the plan. Administration occurs through the Contra Costa Water District's Human Resources & Risk department.

### Does Contra Costa Water District Retirement Plan participate in fund commitments or only direct deals?

The plan invests exclusively through external commingled funds and does not execute direct deals.

### What investment stages does Contra Costa Water District Retirement Plan typically target?

The plan allocates across public-market equities, bonds, and real-estate funds with no disclosed private-market stage focus.

### How is Contra Costa Water District Retirement Plan related to Contra Costa Water District?

The district serves as plan sponsor and employer under the Retirement Trust Agreement.

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Last updated: 2026-06-03T20:00:00.000Z

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