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Tacoma Employees' Retirement System
The Tacoma Employees' Retirement System was established in 1941 as a defined benefit plan. It covers employees of the City of Tacoma along with the...
Tacoma Employees' Retirement System
The Tacoma Employees' Retirement System was established in 1941 as a defined benefit plan. It covers employees of the City of Tacoma along with the Tacoma-Pierce County Health Department, Pierce Transit, and the Tacoma Public Library. The plan deploys capital across public equities, fixed income, core real estate, and infrastructure. Confirmed holdings include positions in the IDR Core Property Index Fund, Pantheon Global Infrastructure Fund IV and V, and Comvest Credit Partners VII. Geographic exposure spans the United States and global markets through commingled vehicles and direct mandates. The system maintains relationships with Wilshire Associates as investment advisor and Northern Trust as custodian. It participates in the Council of Institutional Investors and NCPERS. No operational events from the last 24 months appear in available records.
General information
Firm type
Pension Fund
Year founded
1941
AUM
2200 (Altss estimate)
Location
Region
North America
Country
United States
City
Tacoma
Corporate office
3628 South 35th Street, Ground Floor, Tacoma, WA 98409, United States
Principals
Timothy Atwill
Chief Investment Officer
Catherine Marx
Retirement Director
Sector focus
Frequently asked questions
Who runs investment decisions at Tacoma Employees' Retirement System?
Timothy Atwill serves as Chief Investment Officer. Catherine Marx holds the role of Retirement Director. Wilshire Associates provides external investment advisory support.
Does Tacoma Employees' Retirement System participate in fund commitments or only direct deals?
The system commits to commingled funds and limited partnership vehicles. Examples include Pantheon Global Infrastructure Fund IV and V plus HarbourVest Partners IX - Credit Opportunities Fund.
What asset classes does Tacoma Employees' Retirement System target?
Allocations cover public equities, fixed income, core real estate, and infrastructure. Real estate exposure includes the IDR Core Property Index Fund and Invesco Core Real Estate Fund.
Where does the underlying funding for Tacoma Employees' Retirement System come from?
Funding derives from employee and employer contributions plus investment returns. The City of Tacoma acts as the primary sponsoring employer.
How is Tacoma Employees' Retirement System related to the City of Tacoma?
The City of Tacoma established the plan in 1941 and remains the sponsoring employer. Several member agencies also participate through the same structure.
Profile maintained by Altss 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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