# Santa Clara Valley Transportation Authority Retiree Trust Funds

Santa Clara Valley Transportation Authority Retiree Trust Funds is a Pension Fund based in San Jose, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Jose, California, United States
- **Founded:** 2008
- **Assets under management:** 163 (Altss estimate)
- **Website:** vta.org
- **LinkedIn:** https://www.vta.org

## Regulatory record

- **Reports private funds:** No

## About

The Santa Clara Valley Transportation Authority Retiree Trust Funds functions as an irrevocable trust established to deliver other post-employment benefits for retirees of the Santa Clara Valley Transportation Authority. Greg Richardson serves as Chief Financial Officer with oversight of trust investments. Carolyn Gonot acts as General Manager and CEO of VTA. The trust deploys capital to meet OPEB liabilities. Assets are co-managed with Amalgamated Transit Union Local 265 via a joint board structure. Operations center in San Jose, California, alongside the VTA Cash and Investment Pool. The fund holds active membership in CALAPRS. No additional offices or headcount figures appear in public records. AUM stands at the Altss-derived level of 163 million USD.

## People

- Greg Richardson — Chief Financial Officer and Assistant General Manager of VTA
- Carolyn Gonot — General Manager and CEO of VTA

## Questions

### Who oversees investment decisions at the Santa Clara Valley Transportation Authority Retiree Trust Funds?

Greg Richardson, CFO and Assistant General Manager of VTA, holds oversight of trust investments (Altss research).

### How is the Santa Clara Valley Transportation Authority Retiree Trust Funds structured relative to VTA?

It operates as a separate irrevocable trust account for OPEB liabilities, administered under VTA leadership with joint board input from Amalgamated Transit Union Local 265 (Altss research).

### Does the Santa Clara Valley Transportation Authority Retiree Trust Funds participate in industry associations?

Yes, it maintains membership in CALAPRS, the California Association of Public Retirement Systems (Altss research).

## Related profiles

- [Fiducia Wealth Management](https://altss.com/profile/fiducia-wealth-management)
- [Media Guild Retirement Plan](https://altss.com/profile/media-guild-retirement-plan)

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

Canonical page: https://altss.com/profile/santa-clara-valley-transportation-authority-retiree-trust-funds

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology