Pension Fund

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Worcester Regional Retirement System

The Worcester Regional Retirement System was established to deliver defined benefit pensions to municipal workers in Worcester County. Kevin Blanchette serves...

Worcester Regional Retirement System

The Worcester Regional Retirement System was established to deliver defined benefit pensions to municipal workers in Worcester County. Kevin Blanchette serves as chairman while Rachel Grimaldi acts as executive director. The plan has operated for over 100 years under a contributory structure governed by Massachusetts statute. Assets flow almost entirely into the PRIT Fund. Current allocations include 17.1 percent to private equity with a 15 percent target. Confirmed holdings include commitments to Global Infrastructure Partners II, AEW Partners V, Zero Stage Capital VII, Attalus Multi Strategy Fund, and EnTrust Capital Diversified Fund. Additional exposure runs through PRIT sleeves in real estate, timberland, and buyout funds managed by firms such as Bain Capital and Carlyle. The geographic footprint centers on Massachusetts with global reach via PRIT positions. The system employs Meketa Investment Group as consultant and CliftonLarsonAllen as auditor. It maintains memberships in the Massachusetts Association of Contributory Retirement Systems and NCPERS. September 2024: Kevin Blanchette spoke at the PERAC Emerging Issues Forum on domestic relations orders. The board lists five trustees and retains outside counsel for compliance matters. WRRS differs from standalone pensions by delegating all investment execution to the PRIM Board while retaining local control over benefits administration and actuarial policy. This hybrid keeps governance at the county level yet outsources portfolio construction to a larger state vehicle.

General information

Firm type

Pension Fund

Location

Region

North America

Country

United States

City

Auburn

Corporate office

Midstate Office Park, 23 Midstate Drive, Suite 106, Auburn, MA 01501

Principals

Kevin Blanchette

Chairman of the Board of Trustees

Rachel Grimaldi

Executive Director

Eugene Durgin

Board Member

Michael J. Donoghue

Board Member

Sector focus

Real EstatePrivate EquityInfrastructureTimber

Frequently asked questions

Who runs investment decisions at Worcester Regional Retirement System?

The board delegates all asset allocation and manager selection to the Massachusetts PRIM Board via the PRIT Fund. Local trustees retain authority over actuarial assumptions and benefit payments.

How does Worcester Regional Retirement System source proprietary deal flow?

The system does not source direct deals. It participates only through PRIT Fund commitments selected by PRIM staff and consultants.

Does Worcester Regional Retirement System participate in fund commitments or only direct deals?

WRRS makes fund commitments exclusively through the PRIT Fund. It holds no direct co-investments or single-asset SPVs.

What investment stages does Worcester Regional Retirement System typically target?

Through PRIT the system gains exposure to buyout, venture, growth equity, and special situations funds. Specific stage targets are set at the PRIM level.

Where does the underlying wealth come from?

Assets derive from employer and employee contributions to a public defined benefit plan covering municipal workers in Worcester County.

How is Worcester Regional Retirement System related to the PRIM Board?

WRRS is a participating employer in the PRIT Fund. PRIM manages investment execution while WRRS handles local administration and reporting.

What is Worcester Regional Retirement System's known posture on co-investments alongside external GPs?

The system does not pursue separate co-investments. All private market exposure occurs inside PRIT Fund vehicles.

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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