# Tacoma Employees' Retirement System

Tacoma Employees' Retirement System is a Pension Fund based in Tacoma, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Tacoma, United States
- **Region:** North America
- **Address:** 3628 South 35th Street, Ground Floor, Tacoma, WA 98409, United States
- **Founded:** 1941
- **Assets under management:** 2200 (Altss estimate)
- **Website:** tacoma.gov

## Regulatory record

- **CRD number:** 116741
- **Latest Form ADV filing:** 2026-01-27T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116741

## About

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.

## Sectors

- Real Estate
- Infrastructure
- Private Credit

## People

- Timothy Atwill — Chief Investment Officer
- Catherine Marx — Retirement Director

## 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.

## Related profiles

- [Spida](https://altss.com/profile/spida)
- [The Schmidt Family Foundation](https://altss.com/profile/the-schmidt-family-foundation)

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

Canonical page: https://altss.com/profile/tacoma-employees-retirement-system

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