Skip to main content
Public Pension Plan DOL Form 5500 Roadshow Hub: San Jose, CA HQ: San Jose, CA

California Water Service Retirement System

$0.9B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($543.5M parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
5
5 Open Source Trails Below
Sum of Disclosed Rows
$543.5M
Total AUM: $0.9B
Median Holding / Carrying Value
$117.4M
Range: $45.0M – $169.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/5)
1 Gatekeepers · 1 Disclosed Strategies
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — California Water Service Retirement System

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for California Water Service Retirement System (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Holding / Invested Value Disclosed Performance Primary Source Trail
Mercer Active Long Corporate Fixed Institutional Trust Fund Multi-Strategy 2024
$169.8M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Mercer Non-US Core Equity Portfolio Multi-Strategy 2024
$124.7M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Mercer US Small/Mid Cap Equity Port Institutional Trust Fund Multi-Strategy 2024
$117.4M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Mercer Passive Long Govt Fixed INC. Institutional Trust Fund Multi-Strategy 2024
$86.5M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Mercer Emerging Markets Equity Port Institutional Trust Fund Multi-Strategy 2024
$45.0M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
100% of Indexed Public Disclosure Rows Shown Above (5/5): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (2) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — California Water Service Retirement System

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — California Water Service Retirement System

17 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as California Water Service Retirement System (5 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

Versant Power Defined Benefit Pension Plan

Corporate Pension Plan Bangor, ME
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mercer Non-US Core Equity Portfolio (2024 Vintage)
California Water Service Retirement System: $124.7M (Holding / Fair Value) · DOL Form 5500
Versant Power Defined Benefit Pension Plan: $3.2M (Holding / Fair Value) · DOL Form 5500

Additional shared vehicles: Mercer US Small/Mid Cap Equity Port Institutional Trust Fund (2024 Vintage) · Mercer Emerging Markets Equity Port Institutional Trust Fund (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 3 Shared Vehicles

Tropicana Products Defined Benefit Pension Plan

Corporate Pension Plan Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mercer US Small/Mid Cap Equity Port Institutional Trust Fund (2024 Vintage)
California Water Service Retirement System: $117.4M (Holding / Fair Value) · DOL Form 5500
Tropicana Products Defined Benefit Pension Plan: $5.0M (Holding / Fair Value) · DOL Form 5500

Additional shared vehicles: Mercer Non-US Core Equity Portfolio (2024 Vintage) · Mercer Emerging Markets Equity Port Institutional Trust Fund (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 3 Shared Vehicles

Ch2M Hill Bwxt West Valley Defined Benefit Pension Plan

Corporate Pension Plan West Valley, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mercer Emerging Markets Equity Port Institutional Trust Fund (2024 Vintage)
California Water Service Retirement System: $45.0M (Holding / Fair Value) · DOL Form 5500
Ch2M Hill Bwxt West Valley Defined Benefit Pension Plan: $5.6M (Holding / Fair Value) · DOL Form 5500

Additional shared vehicles: Mercer Non-US Core Equity Portfolio (2024 Vintage) · Mercer US Small/Mid Cap Equity Port Institutional Trust Fund (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+14 Additional Institutional LPs Report Shared Vehicles with California Water Service Retirement System

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for California Water Service Retirement System

You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for California Water Service Retirement System are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (17 connected LPs)
  • Decision-Maker Investment Contacts (2) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for California Water Service Retirement System and our interactive GP workspace.

Strategies Disclosed by California Water Service Retirement System

Multi-Strategy LPs →

Frequently Asked Questions: California Water Service Retirement System

What type of institutional allocator is California Water Service Retirement System and what is their typical disclosed ticket size?

California Water Service Retirement System is categorized under Public Pension Plan (Regional Roadshow Hub: San Jose, CA; Headquarters: San Jose, CA). Across 5 historical disclosure records tracked on Prilago ($543.5M total parsed USD across disclosed rows), the median disclosed amount is $117.4M (range: $45.0M to $169.8M).

Which private-market strategies appear in California Water Service Retirement System's public disclosures?

California Water Service Retirement System has disclosed records across Multi-Strategy. Open preview records include Mercer Active Long Corporate Fixed Institutional Trust Fund (2024 Vintage), Mercer Non-US Core Equity Portfolio (2024 Vintage), Mercer US Small/Mid Cap Equity Port Institutional Trust Fund (2024 Vintage), Mercer Passive Long Govt Fixed INC. Institutional Trust Fund (2024 Vintage).

How are California Water Service Retirement System's historical records substantiated and separated from active searches on Prilago?

Records for California Water Service Retirement System cite primary public disclosures (DOL Form 5500), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to California Water Service Retirement System's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/california-water-service-retirement-system or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside California Water Service Retirement System?

In Prilago's bilateral commitment graph, California Water Service Retirement System shares resolved underlying fund vehicles with 17 institutional LPs across 5 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Versant Power Defined Benefit Pension Plan (3 shared vehicles, e.g. Mercer Non-US Core Equity Portfolio (2024 Vintage)), Tropicana Products Defined Benefit Pension Plan (3 shared vehicles, e.g. Mercer US Small/Mid Cap Equity Port Institutional Trust Fund (2024 Vintage)), Ch2M Hill Bwxt West Valley Defined Benefit Pension Plan (3 shared vehicles, e.g. Mercer Emerging Markets Equity Port Institutional Trust Fund (2024 Vintage)).

Related Public Pension Plan & San Jose, CA Institutional LPs

Wisconsin Investment Board (SWIB) (1030)Washington State Investment Board (909)New York State Common Retirement Fund (858)Colorado PERA (830)Oregon Public Employees Retirement Fund (778)CalSTRS (754)Los Angeles County (LACERA) (750)Los Angeles City Employees (LACERS) (747)New Jersey Division of Investment (699)South Carolina RSIC (643)