# Jackson County Employees' Retirement System

Jackson County Employees' Retirement System is a Pension Fund based in Jackson, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Jackson, United States
- **Region:** North America
- **Address:** 120 West Michigan Ave 7th Floor, Jackson, MI 49201, United States
- **Founded:** 1947
- **Assets under management:** 256 (Altss estimate)
- **Website:** www.co.jackson.mi.us

## Regulatory record

- **CRD number:** 142486
- **Latest Form ADV filing:** 2026-04-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142486

## About

The Jackson County Employees' Retirement System was established in 1947. It delivers retirement, disability, and death benefits under a seven-member board structure. The plan allocates across domestic equities, international equities, corporate bonds, U.S. Treasuries, and agency securities. External managers include Polen Capital Management, Brandes Investment Partners, ClearBridge Investments, and State Street Global Advisors. Allocations remain confined to public securities with no direct private equity or real estate exposure disclosed. Morgan Stanley Wealth Management has served as investment advisor since 2016. Comerica Bank acts as custodian and Gabriel, Roeder, Smith & Company provides actuarial services. The system maintains membership in the Michigan Association of Public Employee Retirement Systems. Governance rests with elected and appointed trustees drawn from county commissioners, employee groups, and the public. No separate foundation or operating company vehicles exist alongside the core pension.

## People

- James E. Shotwell, Jr. — Chairperson of the Board of Trustees
- Earl Poleski — Trustee
- Tracey Johnson — Trustee

## Questions

### Who runs investment decisions at Jackson County Employees' Retirement System?

A seven-member Board of Trustees sets policy. James E. Shotwell, Jr. serves as chairperson. Day-to-day coordination falls to pension staff including Jessica Gerlach.

### Which asset classes does the system hold?

Holdings include domestic equities at $137 million, international equities at $49 million, corporate bonds, U.S. Treasuries, and agency securities.

### Does the system use external managers?

Yes. Managers include Polen Capital Management, Brandes Investment Partners, ClearBridge Investments, Garcia Hamilton & Associates, and State Street Global Advisors.

### What service providers support the plan?

Morgan Stanley Wealth Management serves as investment advisor. Comerica Bank is custodian. Gabriel, Roeder, Smith & Company acts as actuary and Rehmann Robson as auditor.

### Is the system a member of any industry groups?

It belongs to the Michigan Association of Public Employee Retirement Systems.

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- [Cambridge Colleges' Federated Pension Scheme](https://altss.com/profile/cambridge-colleges-federated-pension-scheme)
- [INEOS Belgium Pension Plan](https://altss.com/profile/ineos-belgium-pension-plan)

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

Canonical page: https://altss.com/profile/jackson-county-employees-retirement-system

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