Meketa Investment Group Inc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 110601
· SEC file 801-14519
· Westwood, MA
· meketa.com
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $10.0B
- Discretionary
- $8.9B
- Clients
- 316
- Avg AUM / client
- $31.6M
- Accounts
- 27
- Employees
- 248
AUM over time
$3.0B
$26.5B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Asset allocation (SMA assets by investment type)
as of Mar 26, 2026
Pooled investment vehicles
$8.0B
80%
Registered investment companies (funds/ETFs)
$999M
10%
Exchange-traded equities
$500M
5%
Other
$400M
4%
Cash & equivalents
$99.9M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $454M | 4.54% |
| Pooled investment vehicles (non-investment companies) | 1 | $205M | 2.05% |
| Pension and profit sharing plans | 145 | $6.8B | 68.5% |
| Charitable organizations | 32 | $279M | 2.79% |
| State or municipal government entities | 125 | $2.2B | 22.1% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 12 | — | — |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Anchorum St Vincent EIN 261592592 | Santa Fe, NM | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Michigan Laborers' Annuity Fund Board Of Trustees, Michigan Laborers' Annuity Fund | 2024 | |
| The New York State Nurses Association Employees' Pension Plan New York State Nurses Association | 2024 | |
| Ibew Local Union No. 9 And Line Clearance Contract 401(k) Retirement Fund Trustees Of Ibew Local Union No. 9 And Line Clearance Contractors 401( | 2024 | |
| Painters And Allied Trades District Council No.35 Annuity Fund Painters Annuity Council No. 35 Annuity Fund | 2024 | |
| Painters And Allied Trades District Council No. 35 Pension Fund Bd Of Trustees Pdc Pension Fund | 2024 | |
| Northwest Ohio Carpenters, Millwrights And Pile Drivers Supplemental Pension Plan Board Of Trustees Nw Ohio Carp Mw Pd Supplemental | 2024 | |
| Building Service 32 Bj Pension Fund Board Of Trustees Of The Building Service 32 Bj Pension Fund | 2024 | |
| Laborers Annuity Plan For Northern California Board Of Trustees Laborers Pension Trust Fund For Nor Cal Annuity | 2024 | |
| Neca Ibew Local 364 Defined Contribution Plan Trustees Of Neca Ibew Local 364 Contribution Pension Trust Fund | 2024 | |
| Profit Sharing & 401(k) Retirement Plan Local 567 Board Directors Of Profit Sharing & 401(k) Retirement Plan Local 567 | 2024 | |
| Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund Board Of Trustees, So Ca Ufcw Unions & Food Employers | 2024 | |
| Iuoe Local 98 Pension Plan Board Of Trustees Iuoe Local 98 Pension Plan | 2024 | |
| I.U.O.E. Local 98 Annuity Fund Board Of Trustees I.U.O.E. Local 98 Annuity Fund | 2024 | |
| Rodey Dickason Sloan Akin & Robb Pa Employees' Tax Deferred Retirement Plan And Trust Rodey Dickason Sloan Akin & Robb Pa | 2024 | |
| Mckinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan Mckinsey & Company, Inc. | 2024 | |
| Screen Actors Guild Producers Pension Plan Board Of Trustees Screen Actors Guild Producers | 2024 | |
| Zoological Society Of San Diego Restated Pension Plan For Non Union Employees San Diego Zoo Wildlife Alliance | 2024 | |
| Retirement Plan For Employees Of Aetna Inc. Aetna Inc. | 2024 | |
| Producer Writers Guild Of America Pension Plan Board Of Directors Producer Writers Guild Of America Pension Plan | 2024 | |
| Western States Insulators And Allied Workers Individual Account Plan Board Of Trustees Western States Insulators And Allied Workers Indiv | 2024 | |
| Hospitality Industry 401 K Plan Board Of Trustees Hospitality Industry 401 K Plan | 2024 | |
| Mckinsey & Company, Inc. (Mppp) Money Purchase Pension Plan Mckinsey & Company, Inc. | 2024 | |
| Twin City Ironworkers Pension Plan Board Of Trustees Of The Twin City Ironworkers Pension Fund | 2024 | |
| International Brotherhood Of Teamsters Retirement & Family Protection International Brotherhood Of Teamsters | 2024 | |
| Retail Food Employers & Ufcw Local 711 Pension Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension | 2024 | |
| San Diego Zoo Wildlife Alliance 403(b) Plan San Diego Zoo Wildlife Alliance | 2024 | |
| Heat & Frost Insulators Local No. 33 Pension Plan Board Of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund | 2024 | |
| Ibew Local No 461 Defined Contribution Pension Plan Board Of Trustees Ibew Local No 461 Defined Contribution Pension | 2024 | |
| Ibew Local No 461 Variable Pension Plan Board Of Trustees Ibew Local No 461 Variable Pension Plan | 2024 | |
| Stoel Rives Retirement Plan Stoel Rives Llp | 2024 | |
| Minnesota Laborers Pension Fund Board Of Trustees Of Minnesota Laborers Pension Fund | 2024 | |
| Massachusetts Medical Society Pension Plan Massachusetts Medical Society | 2024 | |
| I.A.T.S.E. Annuity Fund Board Of Trustees I.A.T.S.E. Annuity Fund | 2024 | |
| Ocu Pension Trust Trustees Of The Ocu Pension Trust | 2024 | |
| Western States Insulators And Allied Workers' Pension Plan Trustees Of W. States Insulators & Allied Workers Pension Fund | 2024 | |
| Twin City Ironworkers Defined Contribution Fund Board Of Trustees Of The Twin City Ironworkers Dc Pension Fund | 2024 | |
| Heat And Frost Insulators Local 47 Retirement Savings Plan Heat And Frost Insulators Local 47 Retirement Savings Trust Fund | 2024 | |
| Southern California Plastering Institute Pension Trust Fund Board Of Trustees Southern California Plastering Institute | Covina, CA | 2024 |
| Ibew Local No. 117 Pension Fund Trustees Of Ibew Local No. 117 Pension Fund | 2024 | |
| Heat & Frost Insulators And Allied Workers Local 6 Pension Fund Bd Of Trustees Heat & Frost Insulators And Allied Workers Local 6 Pen | 2024 | |
| Alaska United Food And Commercial Workers Pension Trust Board Of Trustees, Alaska United Food And Commercial | 2024 | |
| Monument Health, Inc. 403(b) Plan Monument Health, Inc. | 2024 | |
| Service Employees International Union Local 32 Bj, District 36 Building Operators Pension Trust Fund Bd Of Tees Of Seiu Local 32 Bj, Dis 36 Bolr Pension Trust Fund | 2024 | |
| New York State Teamsters Conference Pension & Retirement Fund Trustees Of Nys Teamsters Conference | Syracuse, NY | 2024 |
| Massachusetts Service Employees' Pension Fund Trustees Of Massachusetts Service Employees' Pension Fund | 2024 | |
| Southwest Carpenters Annuity Fund Board Of Trustees, Southwest Carpenters Annuity Fund | 2024 | |
| Ua Local 125 Retirement Savings Plan Board Of Trustees Ua Local 125 Retirement Savings Plan | 2024 | |
| I. A. T. S. E. National Pension Fund Board Of Trustees I.A.T.S.E. National Pension Fund | 2024 | |
| Unite Here! Workers And Hospitality Employers Vdb Pension Trust Board Of Trustee Unite Here! Workers | 2024 | |
| Fitch Even Tabin & Flannery Retirement Plan Fitch, Even, Tabin & Flannery Llp | 2024 | |
| N. Atlantic States Carp. Pension Fund Bot Of The North Atlantic States Carpenters Pension Fund | 2024 | |
| 32 Bj North Pension Fund Board Of Trustees 32 Bj North Pension Fund | 2024 | |
| Sheet Metal Local 10 Supplemental Retirement Fund Trustees Of Sheet Metal Local 10 Supplemental Retirement Fund | 2024 | |
| Sheet Metal Workers' Local 10 Pension Fund Trustees Of Sheet Metal Workers' Local 10 Pension Fund | 2024 | |
| I.A.T.S.E. Local No. 33 Pension Trust Fund Board Of Trustees, I.A.T.S.E. Local No. 33 Pension | 2024 | |
| Northwestern Memorial Hospital Employees' Pension Plan Northwestern Memorial Hospital | 2024 | |
| Annuity Fund Of Local No. One, I. A. T. S. E. Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E. | 2024 | |
| Sheet Metal Workers' Local Union No. 9 Pension Pla Trustees Of Sheet Metal Workers' Local No. 9 Pension Plan | 2024 | |
| North Atlantic States Carpenters Annuity Plan North Atlantic States Carpenters Annuity Plan | Hamden, CT | 2024 |
| Communications Workers Of America Savings And Retirement Trust The Board Of Trustees Of The Communications Workers Of America | 2024 | |
| N. Atlantic States Carp. Guaranteed Annuity Fund Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund | 2024 | |
| Pension Plan For The Local Union No. 131 International Brotherhood Of Electrical Wrkrs Board Of Trustees Of The Pen. Plan For The Local Union No. 131 Ibew | 2024 | |
| Airconditioning And Refrigeration Industry Defined Contribution Retirement Plan Borad Of Trustees, Airconditioning And Refrigeration | 2024 | |
| Monument Health, Inc. Pension Plan Monument Health, Inc. | 2024 | |
| Northwell Health Pension Plan Northwell Health, Inc. | 2024 | |
| Heat And Frost Insulators And Allied Workers Local 47 Retirment Trust Fund Heat And Frost Insulators And Allied Workers Local 47 Retirement | 2024 | |
| Ohio Laborers Annuity Fund Board Of Trustees Of The Ohio Laborers Annuity Fund | 2024 | |
| Club Employees Pension Fund Board Of Trustees Club Employees Pension Fund | 2024 | |
| Southern California Pipe Trades Retirement Fund Southern California Pipe Trades Retirement Fund | Los Angeles, CA | 2024 |
| Sheet Metal Workers Local 219 Retirement Savings Fund Board Of Trustees Sheet Metal Workers Local 219 R.S.P. | 2024 | |
| Massachusetts Laborers' Pension Fund Board Of Trustees Of Massachusetts Laborers' Pension Fund | 2024 | |
| Northwell Health 403(b) Plan Northwell Health, Inc. | 2024 | |
| Massachusetts Laborers' Annuity Fund Bd. Of Trustees Of Mass. Laborers Annuity Fund | 2024 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Festino, Leandro, Anibal | Managing Principal, Director | Jan 2010 (17y) | Less than 5% | |
| Malone, Mika, Lynne | Managing Principal, Director | Jan 2012 (15y) | Less than 5% | |
| Mccourt, Stephen, Patrick | Co Chief Executive Officer, Director | Jan 2015 (12y) | 10% – 25% | |
| Woolley, Peter, Scott | Co Chief Executive Officer, Director | Jan 2015 (12y) | 10% – 25% | |
| Haggerty, John, Andrew | Managing Principal, Director | Aug 2015 (11y) | 5% – 10% | |
| Meketa, James, Edward | Chairman Of The Board Of Directors | Aug 2015 (11y) | 10% – 25% | |
| Zayac, Timothy, George | Chief Legal Officer | Aug 2015 (11y) | Less than 5% | |
| Chambers, Judith, Fae | Managing Principal, Director | Mar 2019 (7y) | Less than 5% | |
| Emkin, Allan, Robert | Managing Principal | Mar 2019 (7y) | 5% – 10% | |
| Fields, Christiana, Leigh | Managing Principal, Director | Mar 2019 (7y) | Less than 5% | |
| Loprinzi, Mukunda, Boyer | Chief Compliance Officer, Vice President | Jun 2023 (3y) | Less than 5% |
Undisclosed: 0% – 60% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (73)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Michigan Laborers' Annuity Fund | Board Of Trustees, Michigan Laborers' Annuity Fund | 5,315 | $129M | 09/01/2024 |
| The New York State Nurses Association Employees' Pension Plan | New York State Nurses Association | 54 | $106M | 08/01/2024 |
| Ibew Local Union No. 9 And Line Clearance Contract 401(k) Retirement Fund | Trustees Of Ibew Local Union No. 9 And Line Clearance Contractors 401( | 1,020 | $143M | 07/01/2024 |
| Painters And Allied Trades District Council No.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | 2,820 | $527M | 07/01/2024 |
| Painters And Allied Trades District Council No. 35 Pension Fund | Bd Of Trustees Pdc Pension Fund | 2,235 | $806M | 07/01/2024 |
| Northwest Ohio Carpenters, Millwrights And Pile Drivers Supplemental Pension Plan | Board Of Trustees Nw Ohio Carp Mw Pd Supplemental | 2,554 | $354M | 07/01/2024 |
| Building Service 32 Bj Pension Fund | Board Of Trustees Of The Building Service 32 Bj Pension Fund | 53,782 | $4.6B | 07/01/2024 |
| Laborers Annuity Plan For Northern California | Board Of Trustees Laborers Pension Trust Fund For Nor Cal Annuity | 29,190 | $1.6B | 06/01/2024 |
| Neca Ibew Local 364 Defined Contribution Plan | Trustees Of Neca Ibew Local 364 Contribution Pension Trust Fund | 1,010 | $489M | 05/01/2024 |
| Profit Sharing & 401(k) Retirement Plan Local 567 | Board Directors Of Profit Sharing & 401(k) Retirement Plan Local 567 | 460 | $72.5M | 04/01/2024 |
| Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund | Board Of Trustees, So Ca Ufcw Unions & Food Employers | 55,507 | $6.5B | 04/01/2024 |
| Iuoe Local 98 Pension Plan | Board Of Trustees Iuoe Local 98 Pension Plan | 648 | $215M | 01/01/2024 |
| I.U.O.E. Local 98 Annuity Fund | Board Of Trustees I.U.O.E. Local 98 Annuity Fund | 1,361 | $93.7M | 01/01/2024 |
| Rodey Dickason Sloan Akin & Robb Pa Employees' Tax Deferred Retirement Plan And Trust | Rodey Dickason Sloan Akin & Robb Pa | 114 | $104M | 01/01/2024 |
| Mckinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan | Mckinsey & Company, Inc. | 14,729 | $9.8B | 01/01/2024 |
| Screen Actors Guild Producers Pension Plan | Board Of Trustees Screen Actors Guild Producers | 31,218 | $5.3B | 01/01/2024 |
| Zoological Society Of San Diego Restated Pension Plan For Non Union Employees | San Diego Zoo Wildlife Alliance | 495 | $108M | 01/01/2024 |
| Retirement Plan For Employees Of Aetna Inc. | Aetna Inc. | 9,117 | $5.2B | 01/01/2024 |
| Producer Writers Guild Of America Pension Plan | Board Of Directors Producer Writers Guild Of America Pension Plan | 8,873 | $4.7B | 01/01/2024 |
| Western States Insulators And Allied Workers Individual Account Plan | Board Of Trustees Western States Insulators And Allied Workers Indiv | 7,048 | $487M | 01/01/2024 |
| Hospitality Industry 401 K Plan | Board Of Trustees Hospitality Industry 401 K Plan | 5,781 | $54.1M | 01/01/2024 |
| Mckinsey & Company, Inc. (Mppp) Money Purchase Pension Plan | Mckinsey & Company, Inc. | 12,790 | $2.2B | 01/01/2024 |
| Twin City Ironworkers Pension Plan | Board Of Trustees Of The Twin City Ironworkers Pension Fund | 1,404 | $454M | 01/01/2024 |
| International Brotherhood Of Teamsters Retirement & Family Protection | International Brotherhood Of Teamsters | 316 | $152M | 01/01/2024 |
| Retail Food Employers & Ufcw Local 711 Pension | Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension | 8,603 | $367M | 01/01/2024 |
Top 25 of 73 plans by assets.
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Anchorum St Vincent | Public charity | $426M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- U.S. Bank $5.6B (49% of AUM) Dec 2022
- State Street $3.7B (37% of AUM) Mar 2026
- Northern Trust $2.0B (20% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗