Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Find the institutions that commit to strategies like yours, and who advises them.
Plans, pools, commitments and the consultants who gate them, from the institutions' own records. Free to read, with the source and the date on every row.
What are you trying to do?
Plans and pools with commitments on the record, and the consultants who gate them.
- Allocators and pools
- Commitments on the record
- Consultants
What peer plans committed to, and which managers keep appearing across them.
- Peer plans
- Managers with commitments
- Pacing on the record
The map of who advises whom, and the commitments that followed.
- Consultant relationships
- Commitments that followed
- Staff on the record
Or keep reading. Everything below is public, and picking a door only changes what leads.
The largest public systems, by reported assets
Total cash and investments from the Census Bureau’s Annual Survey of Public Pensions, fiduciary net position from the system’s own ACFR where read. Corporate plans (Form 5500 Schedule SB and H), endowments and foundations (IRS) are on the allocators list.
| Allocator | Type | State | Assets | As of | Private markets target | Funded | Commitments | Managers | Consultants |
|---|---|---|---|---|---|---|---|---|---|
| California Public Employees' Retirement System | state | CA | $553Bderived | Jun 30, 2024 | 33.5% | n/a | 466 | 260 | 0 |
| California State Teachers' Retirement System | state | CA | $373B | Jun 30, 2025 | 35.0% | n/a | 477 | 228 | 1 |
| New York State Common Retirement Fund | pool | NY | $268Bderived | Jun 30, 2024 | 35.0% | n/a | 1,059 | 494 | 0 |
| Teacher Retirement System of TX | state | TX | $228Bderived | Jun 30, 2024 | n/a | n/a | 0 | 0 | 0 |
| FRS Defined Benefit Pension Plan | state | FL | $200B | Jun 30, 2024 | n/a | n/a | 0 | 0 | 0 |
| Wisconsin Retirement System | state | WI | $163Bderived | Jun 30, 2024 | 47.0% | n/a | 90 | 23 | 0 |
| OPERS Traditional DB Pension Plan | state | OH | $158B | Dec 31, 2025 | n/a | n/a | 0 | 0 | 1 |
| Nys Teachers' Retirement System | state | NY | $154B | Jun 30, 2025 | 28.0% | n/a | 24 | 5 | 1 |
| Washington State Investment Board | pool | WA | $144Bderived | Jun 30, 2023 | 51.0% | n/a | 490 | 197 | 0 |
| Virginia Retirement System (VRS) | state | VA | $114B | Jun 30, 2025 | 47.0% | n/a | 23 | 12 | 1 |
| North Carolina Retirement Systems | state | NC | $112Bderived | Jun 30, 2023 | 22.0% | n/a | 0 | 0 | 0 |
| Teachers Retirement System of New York City | public | NY | $108B | Jun 30, 2024 | 16.4% | n/a | 0 | 0 | 0 |
Latest dated commitments
Closings the plan itself dated: NY Common’s monthly transaction report, LACERS’s new investments table. A holding on a performance report is a disclosure, not a closing, and sits on the commitments tape with its report date.
| Date | Allocator | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Virginia Retirement System (VRS) | ValueAct Strategic Global Fund IIco investment | ValueAct | Public equity | $200M | Committed (dated) | varetire.org | |
| Aug 12, 2026 | Los Angeles County Employees Retirement Association | Cheyne Capital Management separate accountseparate account | Cheyne Capital Management | Private credit | $750M | Committed (dated) | lacera.gov | |
| Aug 12, 2026 | Los Angeles County Employees Retirement Association | Whitman Peterson Fund Vco investment | Whitman Peterson | Real estate | $75.0M | Committed (dated)re-up | lacera.gov | |
| Jul 28, 2026 | South Carolina Retirement System (SCRS) | Industry Ventures Secondary XIsecondary | Industry Ventures | Private equity | $150M | Committed (dated) | rsic.sc.gov | |
| Jul 23, 2026 | South Carolina Retirement System (SCRS) | Abacus Multi-Family Partners VII | Abacus | Real assets | $150M | Committed (dated) | rsic.sc.gov | |
| Jul 20, 2026 | South Carolina Retirement System (SCRS) | Alpine Investors Heroes I | Alpine Investors | Private equity | $100M | Committed (dated) | rsic.sc.gov | |
| Jun 30, 2026 | New York State Common Retirement Fund | General Catalyst Group XIII, L.P. | unresolved | Venture | $120M | 2026 | Committed (dated)re-up | osc.ny.gov |
| Jun 30, 2026 | New York State Common Retirement Fund | GC Creation Fund III, L.P. | General Catalyst | Private equity | $80.0M | 2026 | Committed (dated)re-up | osc.ny.gov |
| Jun 29, 2026 | New York State Common Retirement Fund | Bridgepoint Europe VIII B S.C.Sp. | unresolved | Private equity | n/a | 2026 | Committed (dated)re-up | osc.ny.gov |
| Jun 26, 2026 | New York State Common Retirement Fund | PSG Europe III S.C.Sp. | PSG Equity L.L.C. | Private equity | n/a | 2026 | Committed (dated)re-up | osc.ny.gov |
| Jun 23, 2026 | Los Angeles County Employees Retirement Association | Kingswood Capital Opportunities Fund IV | Kingswood Capital Management, L.P. | Private equity | $220M | Committed (dated) | lacera.gov | |
| Jun 23, 2026 | Los Angeles County Employees Retirement Association | Kingswood Capital Opportunities Small Cap Fund I | Kingswood Capital Management, L.P. | Private equity | $100M | Committed (dated) | lacera.gov |
Re-ups, new managers, targets, advisers
Dated on the day the thing happened, never on the day a document was read. Schedule C changes are inferences (a provider paid under $5,000 drops off the schedule) and say so.
- Los Angeles County Employees Retirement Association (LACERA), Board of Investments selects Klausner Kaufman and Nossaman as general consultant
- Los Angeles City Employees' Retirement System (LACERS) selects Aksia LLC as specialist consultantwith Aksia LLClacers.org
- Los Angeles County Employees Retirement Association (LACERA), Board of Investments selects State Street Bank and Trust Co. as custodianwith State Street Bank & Trust Companylacera.gov
- Lumentum Holdings Inc. Pension Plans raised its Equity Funds target 35.0% -> 37.0% (2025-06-30 to 2026-06-30)
- News Corp Pension Plans raised its Fixed Income Securities target 86.0% -> 87.0% (2025-06-30 to 2026-06-30)
- Estee Lauder Companies Inc Pension Plans cut its Other Investments (foreign) target 24.0% -> 22.0% (2025-06-30 to 2026-06-30)
- Estee Lauder Companies Inc Pension Plans raised its Equity Securities (foreign) target 20.0% -> 22.0% (2025-06-30 to 2026-06-30)
- Lumentum Holdings Inc. Pension Plans cut its Fixed Income Funds target 27.0% -> 25.0% (2025-06-30 to 2026-06-30)
- Sysco Corp Pension Plans raised its Matching Portfolio target 50.0% -> 58.0% (2025-06-30 to 2026-06-30)
- Sysco Corp Pension Plans cut its Common Contractual Fund target 50.0% -> 42.0% (2025-06-30 to 2026-06-30)
Who advises the most plans
- Segal Marco Advisors186 advisory clients
- Nepc, LLC128 advisory clients
- Morgan Stanley Smith Barney, LLC112 advisory clients
- Capfinancial Partners, LLC110 advisory clients
- Principal Global Investors LLC106 advisory clients
- J.P. Morgan Investment Management99 advisory clients
- AON Investments USA Inc98 advisory clients
- Marquette Associates Inc.92 advisory clients
- Investment Performance Services84 advisory clients
- Mercer76 advisory clients
Backed by the most allocators on the tape
- Northern Trust Collective Eafe Inde429 LPs, 2,162 rows
- State Street - Russell 2000304 LPs, 1,513 rows
- ABS Allegiance Real Estate159 LPs, 448 rows
- Prudential Insurance Company of Ame127 LPs, 471 rows
- Ullico Investment Advisors, Inc.126 LPs, 386 rows
- Wellington Fd125 LPs, 382 rows
- Loomis Sayles122 LPs, 324 rows
- Prudential Retirement & Annuity Ins118 LPs, 1,327 rows
- Legal and General112 LPs, 427 rows
- Prudential Trust Co.96 LPs, 295 rows
Targets that moved
- Jun 30, 2026Sysco Corp Pension Plans cut its Common Contractual Fund target 50.0% -> 42.0% (2025-06-30 to 2026-06-30)
- Jun 30, 2026Estee Lauder Companies Inc Pension Plans raised its Equity Securities (foreign) target 20.0% -> 22.0% (2025-06-30 to 2026-06-30)
- Jun 30, 2026Sysco Corp Pension Plans raised its Matching Portfolio target 50.0% -> 58.0% (2025-06-30 to 2026-06-30)
- Jun 30, 2026News Corp Pension Plans raised its Fixed Income Securities target 86.0% -> 87.0% (2025-06-30 to 2026-06-30)
- Jun 30, 2026Lumentum Holdings Inc. Pension Plans raised its Equity Funds target 35.0% -> 37.0% (2025-06-30 to 2026-06-30)
- Jun 30, 2026Lumentum Holdings Inc. Pension Plans cut its Fixed Income Funds target 27.0% -> 25.0% (2025-06-30 to 2026-06-30)
- Jun 30, 2026Estee Lauder Companies Inc Pension Plans cut its Other Investments (foreign) target 24.0% -> 22.0% (2025-06-30 to 2026-06-30)
- Mar 31, 2026Kyndryl Holdings, Inc. Pension Plans raised its Equity Securities And Funds target 28.0% -> 29.0% (2025-03-31 to 2026-03-31)
Census Bureau Annual Survey of Public Pensions (every state and local system, 2022 to 2024), Form 5500 long form with Schedules SB, MB, H, C and D (every defined benefit plan and Taft-Hartley trust with 100 or more participants, plan years 2022 to 2025), IRS Business Master File (foundations and endowment holders), sworn 10-K XBRL defined benefit disclosures (corporate policy targets), Form ADV (consultants and OCIOs by their own filing), the plans’ own private-markets reports and ACFRs. Restricted compilations are discovery indexes only and never published. Read the methodology.
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