Pension Fund

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Omaha School Employees' Retirement System

The Omaha School Employees' Retirement System was established in 1909 to serve employees of the Omaha Public Schools district. It functions as a standalone...

Omaha School Employees' Retirement System

The Omaha School Employees' Retirement System was established in 1909 to serve employees of the Omaha Public Schools district. It functions as a standalone public pension plan whose sponsor is the school district itself. The plan targets a 5% allocation to private equity and maintains positions in real estate vehicles. Confirmed holdings include Clarion Partners Lion Properties Fund, PGIM Real Estate PRISA I, Morgan Stanley Prime Property Fund, McCarthy Capital Fund VIII, Ironsides Partnership Fund VII, One Rock Capital Partners Fund IV, Trive Capital Fund V, Stonetree Capital Fund IV and Carlyle Realty Partners X. Geographic exposure centers on the United States with additional public equity mandates managed through the Nebraska Investment Council. Assets stood at $1.57B as of January 1, 2024. The Nebraska Investment Council has acted as investment manager since 2017. Northern Trust became custodian in 2024. September 2024 marked the transfer of administration to the Nebraska Public Employees Retirement Systems. Governance now rests with the Nebraska Public Employees Retirement Board, which oversees multiple statewide plans while OSERS retains its separate legal status and benefit structure.

General information

Firm type

Pension Fund

Year founded

1909

Location

Region

North America

Country

United States

City

Omaha

Corporate office

3215 Cuming Street, Omaha, NE, United States

Principals

Cecelia Carter

Former Executive Director

Sector focus

Private EquityReal Estate

Frequently asked questions

Who runs investment decisions at Omaha School Employees' Retirement System?

The Nebraska Investment Council has served as investment manager since 2017. NEPC and The Townsend Group provide consulting services.

How is Omaha School Employees' Retirement System related to Nebraska Public Employees Retirement Board?

The Nebraska Public Employees Retirement Board assumed day-to-day management and administration effective September 1, 2024.

Does Omaha School Employees' Retirement System participate in fund commitments or only direct deals?

The plan invests through limited partnership interests in private equity and real estate funds.

What investment stages does Omaha School Employees' Retirement System typically target?

The plan commits to buyout, growth, venture and special situations funds through its private equity allocation.

Where does the underlying wealth come from?

Contributions come from permanent employees of the Omaha Public Schools district and the district itself.

Does Omaha School Employees' Retirement System maintain philanthropic structures?

No philanthropic structures are disclosed.

What is Omaha School Employees' Retirement System's known posture on co-investments alongside external GPs?

No direct co-investment program is disclosed; exposure occurs through fund commitments.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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