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Oklahoma Municipal Retirement Fund
The Oklahoma Municipal Retirement Fund was created in 1966 by state statute to administer retirement benefits for Oklahoma municipalities. Jodi Cox directs...
Oklahoma Municipal Retirement Fund
The Oklahoma Municipal Retirement Fund was created in 1966 by state statute to administer retirement benefits for Oklahoma municipalities. Jodi Cox directs operations while the Board of Trustees, chaired by Donna Doolen, sets policy. The fund maintains separate defined benefit and defined contribution programs that serve only in-state public entities. Capital deployment spans public equities, core and value-add real estate, and private equity secondaries. Confirmed holdings include commitments to the JPMorgan Strategic Property Fund, the Morgan Stanley Prime Property Fund closed in August 2024, Warburg Pincus Global Growth 14 and 15, and TrueBridge Secondaries II. Geographic exposure centers on the United States with additional allocations to global private equity funds. Assets total $767 million. Chris Whatley serves as Chief Investment Officer and manages external manager relationships. The firm maintains an office in Oklahoma City and participates in the Oklahoma Public Fund Trustee Education Conference as host plan in October 2025. Service providers include Asset Consulting Group for investment advice, Northern Trust for custody, and Voya Financial for recordkeeping. Statutory creation under Oklahoma law fixes the mandate to local government plans and places governance with a board drawn from participating municipalities. This architecture separates the fund from state-level systems and limits participation to entities that join through the Oklahoma Municipal League framework.
General information
Firm type
Pension Fund
Year founded
1966
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
1001 NW 63rd Street, Suite 260, Oklahoma City, OK 73116, United States
Principals
Jodi Cox
CEO and Executive Director
Chris Whatley
Chief Investment Officer
Donna Doolen
Chairman of the Board of Trustees
Sector focus
Frequently asked questions
Who runs investment decisions at Oklahoma Municipal Retirement Fund?
Chris Whatley serves as Chief Investment Officer and oversees manager selection and portfolio construction. Jodi Cox as CEO maintains final operational authority and reports to the Board of Trustees chaired by Donna Doolen.
Does Oklahoma Municipal Retirement Fund participate in fund commitments or only direct deals?
The fund invests exclusively through commingled vehicles and limited partnership interests. Holdings include the JPMorgan Strategic Property Fund, Morgan Stanley Prime Property Fund, and Warburg Pincus Global Growth funds.
What investment stages does Oklahoma Municipal Retirement Fund typically target?
The fund targets long-duration strategies suited to pension liabilities. Core real estate, value-add real estate, and growth-oriented private equity secondaries form the primary allocation buckets.
Where does Oklahoma Municipal Retirement Fund source its investment opportunities?
Opportunities arrive through the investment consultant Asset Consulting Group and through direct relationships with managers such as JPMorgan and Warburg Pincus. The fund does not operate a proprietary sourcing platform.
How is Oklahoma Municipal Retirement Fund related to the Oklahoma Municipal League?
The Oklahoma Municipal League created and endorsed the OkMRF program. Participating municipalities join through this framework, which supplies the statutory foundation and ongoing governance link.
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