Skip to main content
Public Pension Plan CAFR / Board Packet Roadshow Hub: Worcester City, MA HQ: Worcester City, MA

CWRS-MA (Worcester City Retirement)

$0.1B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($1.40B parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy, Private Credit, Buyout, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$1.40B
Total AUM: $0.1B
Median Holding / Carrying Value
$53.8M
Range: $1.7M – $500.6M
Disclosed Fund Multiples
11.9% Mean IRR (n=2) · 1.65x Mean TVPI (n=2)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)
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 — CWRS-MA (Worcester City Retirement)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Holding / Invested Value Disclosed Performance Primary Source Trail
Newlight Senior Debt Fund IV Private Credit 2023
$3.0M
Reported holding / fair value (not original commitment) · As of December 2025
Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.29)
Newlight Senior Debt Fund V Private Credit 2020
$2.8M
Reported holding / fair value (not original commitment) · As of December 2025
Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.29)
Mass PRIM External Investment Pool (PRIT Core) Multi-Strategy 2024
$500.6M
Reported holding / fair value (not original commitment) · As of June 2024
Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.29)
CWRS Equity Mutual Funds Portfolio Multi-Strategy 2024
$274.0M
Reported holding / fair value (not original commitment) · As of June 2024
Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.29)
CWRS Private Equities Portfolio (24 Funds) Buyout 2024
$161.8M
Reported holding / fair value (not original commitment) · As of June 2024
Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.29)

Forward-Looking Searches, Pacing Plans & Governance Updates — CWRS-MA (Worcester City Retirement)

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

Allocation-Policy / Pacing Update

CWRS-MA (Worcester City Retirement) (Public Pension Plan, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 12.0% vs. 10.5% Actual; $1.6M Unallocated Target Bandwidth). Massachusetts MGL Ch. 32 Retirement System allocating to private markets (Fixed Income, Public Equity, Other) via Massachusetts PRIM (PRIT Fund) and NEPC. Gatekeeper / Intake Conduit: NEPC.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

Join Waitlist for Full Signal Log →
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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — CWRS-MA (Worcester City Retirement)

123 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as CWRS-MA (Worcester City Retirement) (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 2 Shared Vehicles

Summit Rock Advisors

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Newlight Senior Debt Fund IV (2023 Vintage)
CWRS-MA (Worcester City Retirement): $3.0M · CAFR / Board Packet (CWRS MA 2024 ACFR, p.29)
Summit Rock Advisors: $70.5M · SEC Form ADV 7.B

Additional shared vehicles: Newlight Senior Debt Fund V (2020 Vintage)

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

Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Advent Latin American Private Equity Fund VI (2025 Vintage)
CWRS-MA (Worcester City Retirement): $1.7M · Allocator Webpage (Unanchored URL)
Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory: $74.2M · SEC Form ADV 7.B

Additional shared vehicles: Acrew Capital Fund III, L.P. (2024 Vintage)

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

PepsiCo Employees Retirement Plan Master Trust

Corporate Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Acrew Capital Fund III, L.P. (2024 Vintage)
CWRS-MA (Worcester City Retirement): $1.9M · Allocator Webpage (Unanchored URL)
PepsiCo Employees Retirement Plan Master Trust: $52.8M · SEC EDGAR Filing

Additional shared vehicles: Advent Latin American Private Equity Fund VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+120 Additional Institutional LPs Report Shared Vehicles with CWRS-MA (Worcester City Retirement)

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 CWRS-MA (Worcester City Retirement)

You are viewing 5 open public preview records (out of 14 total tracked records for CWRS-MA (Worcester City Retirement)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (123 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for CWRS-MA (Worcester City Retirement) and our interactive GP workspace.

Strategies Disclosed by CWRS-MA (Worcester City Retirement)

Frequently Asked Questions: CWRS-MA (Worcester City Retirement)

What type of institutional allocator is CWRS-MA (Worcester City Retirement) and what is their typical disclosed ticket size?

CWRS-MA (Worcester City Retirement) is categorized under Public Pension Plan (Regional Roadshow Hub: Worcester City, MA; Headquarters: Worcester City, MA). Across 14 historical disclosure records tracked on Prilago ($1.40B total parsed USD across disclosed rows), the median disclosed amount is $53.8M (range: $1.7M to $500.6M).

Which private-market strategies appear in CWRS-MA (Worcester City Retirement)'s public disclosures?

CWRS-MA (Worcester City Retirement) has disclosed records across Multi-Strategy, Private Credit, Buyout, Real Estate. Open preview records include Newlight Senior Debt Fund IV (2023 Vintage), Newlight Senior Debt Fund V (2020 Vintage), Mass PRIM External Investment Pool (PRIT Core) (2024 Vintage), CWRS Equity Mutual Funds Portfolio (2024 Vintage).

How are CWRS-MA (Worcester City Retirement)'s historical records substantiated and separated from active searches on Prilago?

Records for CWRS-MA (Worcester City Retirement) cite primary public disclosures (CAFR / Board Packet), 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 CWRS-MA (Worcester City Retirement)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cwrs-ma-worcester-city-retirement or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside CWRS-MA (Worcester City Retirement)?

In Prilago's bilateral commitment graph, CWRS-MA (Worcester City Retirement) shares resolved underlying fund vehicles with 123 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 Summit Rock Advisors (2 shared vehicles, e.g. Newlight Senior Debt Fund IV (2023 Vintage)), Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory (2 shared vehicles, e.g. Advent Latin American Private Equity Fund VI (2025 Vintage)), PepsiCo Employees Retirement Plan Master Trust (2 shared vehicles, e.g. Acrew Capital Fund III, L.P. (2024 Vintage)).

Related Public Pension Plan & Worcester City, MA Institutional LPs