# Medford Retirement System

Medford Retirement System is a Pension Fund based in Medford, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Medford, United States
- **Region:** North America
- **Assets under management:** 260 (Altss estimate)
- **Website:** https://www.medfordretirement.org/

## Regulatory record

- **Reports private funds:** No

## About

Medford Retirement System is a US-based pension fund serving City employees, Medford Housing Authority employees, and their beneficiaries. It focuses on investments in the private equity sector, specifically biotech and life science companies.

## Sectors

- Public Pensions

## People

- Rick Jordan — Chairperson of the Medford Retirement Board

## Questions

### Who runs investment decisions at Medford Retirement System?

Rick Jordan serves as Chairperson of the Medford Retirement Board. The board sets policy and reviews performance with support from NEPC as investment advisor.

### How does Medford Retirement System deploy capital?

The system places the majority of assets in the PRIT Fund and PRIT Core Real Estate account. It also holds commitments to GoldenTree Distressed Fund IV, Spiral Capital Vintage 2025, and Kayne Anderson Capital Advisors.

### What asset classes does Medford Retirement System hold?

Holdings include U.S. equities via RhumbLine, international equities via Lazard, emerging markets equities, multi-asset strategies via PIMCO, and real estate through PRIT.

### What regulatory oversight applies to Medford Retirement System?

The Public Employee Retirement Administration Commission (PERAC) provides regulatory oversight for the system as a Massachusetts public pension plan.

### Where does Medford Retirement System custody its assets?

M&T Bank serves as custodian. NEPC provides investment advisory services.

## Related profiles

- [Lakeside School](https://altss.com/profile/lakeside-school)
- [Suffolk University Endowment](https://altss.com/profile/suffolk-university-endowment)

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

Canonical page: https://altss.com/profile/medford-retirement-system

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