DFX Intelligence

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.

Public pension

San Bernardino County Employees Retirement System

Public pensionmunicipalCA
Assets
$16B
Fiduciary net position, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
29.0%
policy Jun 30, 2025
Commitments
0
none on the tape
Allocation policy
ACFR, as of Jun 30, 2025
Asset class (as printed)BucketTargetRangeActualGapBasis
Short-Term Cash Investment FundsCash2.0%0% to 10%-1.7%-3.7reported sbcera.org
Domestic Fixed IncomeFixed income15.0%10% to 20%16.7%+1.7reported sbcera.org
Global Fixed IncomeFixed income17.0%11% to 21%20.6%+3.6reported sbcera.org
Absolute ReturnHedge / diversifiers7.0%0% to 12%15.8%+8.8reported sbcera.org
InfrastructureInfrastructure2.0%0% to 6%1.1%-0.9reported sbcera.org
CommoditiesNatural resources4.0%-1% to 7%4.3%+0.3reported sbcera.org
Private EquityPrivate equity18.0%6% to 23%19.4%+1.4reported sbcera.org
Domestic EquityPublic equity17.0%10% to 27%12.0%-5.0reported sbcera.org
International EquityPublic equity13.0%8% to 18%8.1%-4.9reported sbcera.org
Real EstateReal estate5.0%0% to 10%3.7%-1.3reported sbcera.org
Consultants and advisers
1 firms
People
3 roles
Chief investment officer
Donald Pierce
Chief Investment Officer (Jun 30, 2025) sbcera.org
SBCERA Chief Investment Officer, Donald Pierce, made the Chief Investment Officer Magazine's 2025 Power 100 list of top investment officers
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
58 readings
Total assets
$15B Jun 30, 2024 reported Census ASPP
$14B (2023-06) · $13B (2022-06)
Fiduciary net position
$16B Jun 30, 2025 reported ACFR
$15B (2024-06) · $14B (2023-06) · $13B (2022-06)
Long-term investments
$13B Jun 30, 2024 reported Census ASPP
$12B (2023-06) · $11B (2022-06)
Total pension liability
$2.1B Jun 30, 2024 derived Census ASPP
$2.4B (2023-06) · $2.3B (2022-06)
Discount rate
7.30% Jun 30, 2024 reported Census ASPP
7.25% (2023-06) · 7.25% (2022-06)
Participants
50,060 Jun 30, 2024 derived Census ASPP
47,797 (2023-06) · 45,342 (2022-06)
Active members
23,131 Jun 30, 2024 derived Census ASPP
22,084 (2023-06) · 21,276 (2022-06)
Beneficiaries
15,924 Jun 30, 2024 reported Census ASPP
15,389 (2023-06) · 14,878 (2022-06)
Benefits paid
$794M Jun 30, 2024 reported Census ASPP
$745M (2023-06) · $710M (2022-06)
Investment expense
$227M Jun 30, 2024 reported Census ASPP
$161M (2023-06) · $201M (2022-06)
What changed
2 events
  • Jun 30, 2024Assets changed
    San Bernardino County Employees Retirement System fiduciary net position $14.1B -> $15.2B (+8.4%, 2023-06-30 to 2024-06-30)
  • Jun 30, 2024Assets changed
    San Bernardino County Employees Retirement System total assets $14.1B -> $15.4B (+9.3%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: Census PID6 184428
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.