# San Joaquin Regional Transit District Retirement Plan

San Joaquin Regional Transit District Retirement Plan is a Pension Fund based in Stockton, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Stockton, United States
- **Region:** North America
- **Address:** Stockton, California, United States
- **Founded:** 1964
- **Assets under management:** Undisclosed
- **Website:** sanjoaquinrtd.com
- **LinkedIn:** https://www.linkedin.com/company/sanjoaquinrtd

## Regulatory record

- **Reports private funds:** No

## About

The San Joaquin Regional Transit District Retirement Plan was established in 1964 as the pension vehicle for employees of the regional transit provider serving Stockton and San Joaquin County, California. Plan governance sits with a retirement board chaired by Michael Restuccia and vice-chaired by Crystal McGee-Lee, while the sponsor's executive leadership includes Interim CEO Kimberly Turner and CFO Robert Kyle. The plan's known external investment footprint is concentrated in a Global REIT Portfolio, implying a real-asset tilt within its retirement asset pool. No additional asset-class mandates — private equity, private credit, or hedge fund commitments — are publicly surfaced. The sponsor, San Joaquin RTD, operates fixed-route, Bus Rapid Transit, Hopper, and Dial-A-Ride services primarily within California's Central Valley, so the pension plan's geographic risk exposure is anchored to a single US domestic region. The plan participates in the State Association of County Retirement Systems, placing it within the California public-pension peer network. No team headcount or total AUM figure is publicly disclosed. The plan has not reported any closed fund commitments or co-investment activity in the last 24 months. Unlike pooled county systems, this plan remains tightly tied to a single operating agency — it does not function as a multi-employer trust and shows no evidence of taking outside institutional capital or launching parallel vehicles. Its governance is embedded within the transit district's administrative structure rather than an independent investment office.

## Sectors

- Real Estate
- Infrastructure

## People

- Kimberly Turner — Interim CEO
- Robert Kyle — CFO
- Michael Restuccia — Chair, Retirement Board
- Crystal McGee-Lee — Vice Chair, Retirement Board

## Questions

### Who runs investment decisions at the San Joaquin Regional Transit District Retirement Plan?

Plan oversight resides with the Retirement Board, chaired by Michael Restuccia and vice-chaired by Crystal McGee-Lee. Day-to-day executive authority for the plan sponsor sits with Interim CEO Kimberly Turner and CFO Robert Kyle. The board governs the plan's investment posture, but no separate chief investment officer or dedicated investment staff has been identified publicly.

### Is the plan's capital pooled with other California public pensions?

No. The plan is a single-employer pension vehicle — it serves only San Joaquin RTD employees and does not function as a multi-employer trust. While it participates in the State Association of County Retirement Systems network, that affiliation is for peer exchange, not asset pooling.

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

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