Massachusetts Teachers' Retirement System (MTRS)
State retirement system, based in Massachusetts, reporting $39B in assets, for 212,299 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2024, Massachusetts Teachers' Retirement System (MTRS) total assets $36.9B -> $38.8B (+5.1%, 2023-06-30 to 2024-06-30).
4 more people
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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People to know
View all people- Executive DirectorWhy: Executive director: runs the plan or the officeNo route on file yet
Capital path
who backs this record, through what, into what; each name opens its own path- Jonathan M. OsimoExecutive Director
- Alison MaloneChief Financial Officer
- James O’LearyGeneral Counsel and Chief Legal Officer
Relationship network
8 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Organization
- Person
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesState retirement systemShowHide
- Jonathan M. Osimo · Executive DirectorWhy this person: Executive director: runs the plan or the office
Who else at this allocator · 2 people, grouped by function
- James O’Leary · General Counsel and Chief Legal OfficerWhy this person: General Counsel and Chief Legal Officer at the firm
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
- Jonathan M. Osimo Executive DirectorExecutive director / CEO
- Alison Malone Chief Financial OfficerOther
- James O’Leary General Counsel and Chief Legal OfficerOther
+4 more people on the investment staff and board
Every name, title and published role at this allocator, with the page it was read from.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Jun 30, 2024Assets changedMassachusetts Teachers' Retirement System (MTRS) total assets $36.9B -> $38.8B (+5.1%, 2023-06-30 to 2024-06-30)
- Jun 30, 2023Assets changedMassachusetts Teachers' Retirement System (MTRS) total assets $35.3B -> $36.9B (+4.6%, 2022-06-30 to 2023-06-30)
Provenance
Not yet on record: funded ratio, private markets allocation target, fund commitments, allocation policy.
Record history
- Total assets changed2024-06-30source on record
- Total assets changed2023-06-30source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+1 connection on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.