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 investment pool

Connecticut Retirement Plans and Trust Funds

Public investment poolHartford, CTportal.ct.gov

Assets

$63B

Fiduciary net position, Jun 30, 2025 reported

Funded

n/a

not filed

Private markets target

n/a

policy Jun 30, 2025

Commitments

1 managers on Schedule C

Invests for: Connecticut Police and Fire Survivor Benefit Fund, Connecticut General Assembly Pension System, Connecticut Teachers' Retirement System (TRS), Connecticut State Employees' Retirement System (SERS), Connecticut Municipal Empoyees' Retirement System (CMERS), Connecticut Judicial Retirement System (JRS), Connecticut Probate Judges and Employees Retirement Fund (PJERS)

Allocation policy

ACFR, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Liquidity Fund 0.8%
Core Fixed Income 13.5%
Non-Core Fixed Income 5.0%
Risk Mitigating Strategy (RMS) 4.1%
Infrastructure and Natural Resources 3.6%
Private Credit 5.8%
Private Equity 11.8%
Developed Market Equity 13.2%
Domestic Equity 30.4%
Emerging Market Equity 5.6%
Real Estate 6.2%

Consultants and advisers

1 firms

State Street Bank & Trust Company Custodianthrough Jun 30, 2025 ACFR

People

4 roles

Chief investment officer

Ted Wright

Chief Investment Officer (Jun 30, 2025) portal.ct.gov

under the leadership of Treasurer Erick Russell and Chief Investment Officer, Ted Wright.

Amit Aggarwal Principal Investment Officer for Real EstateAsset-class head
Philip Zecher Chair, Investment Advisory CouncilCommittee chair
Denise Stake Deputy Chief Investment OfficerDeputy CIO

Manager roster

7 managers on the commitment tape

From the plan’s own commitment disclosures

Inflexion4 rows, latest May 13, 2026
Fortress3 rows, $500M, latest Sep 9, 2026
Hamilton Lane2 rows, $350M, latest May 13, 2026
Levine Leichtman Capital Partners2 rows, $200M, latest May 13, 2026
Artemis Real Estate Partners Fund I1 rows, $250M, latest Jul 8, 2026
Eagle Point1 rows, $100M, latest Jan 14, 2026
Stockbridge1 rows, latest Mar 11, 2026

Commitments

34 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 9, 2026	Fortress Lending Fund V Co-Invest L.P.co investment	Fortress	Private credit	$250M	Approved	portal.ct.gov
as of Sep 9, 2026	IFM Global Value Add Infrastructure Fund SCSp	IFM	Infrastructure	$250M	Approved	portal.ct.gov
as of Sep 9, 2026	Fortress Lending Fund V (A) L.P.	Fortress	Private credit	$250M	Approved	portal.ct.gov
as of Jul 8, 2026	WCAS XV L.P.	WCAS	Private equity	$300M	Approved	portal.ct.gov
as of Jul 8, 2026	Sixth Street TAO Partners (G), L.P.	Sixth Street	Private credit	$300M	Approved	portal.ct.gov
as of Jul 8, 2026	Artemis Real Estate Partners Fund V, L.P.	Artemis Real Estate Partners Fund I	Real estate	$250M	Approved	portal.ct.gov
as of Jul 8, 2026	Lion Industrial Trust	unresolved	Real estate	$150M	Approved	portal.ct.gov
as of Jul 8, 2026	IFM Global Value Add Infrastructure Fund SCSp	IFM	Infrastructure	n/a	Approved	portal.ct.gov
as of Jul 8, 2026	Verdane Edda IV(D1)AB	Verdane	Private equity	n/a	Approved	portal.ct.gov
as of Jul 8, 2026	Fortress Lending Fund V (A) L.P. and Fortress Lending Fund V Co-Invest L.P.	Fortress	Private credit	n/a	Approved	portal.ct.gov
as of May 13, 2026	JFL Equity Investors VII, LP	JFL	Private equity	$300M	Approved	portal.ct.gov
as of May 13, 2026	JFL Credit Opportunities Fund II, L.P.	JFL	Private credit	$250M	Approved	portal.ct.gov
as of May 13, 2026	LLCP Lower Middle Market Fund IV, L.P.	Levine Leichtman Capital Partners	Private equity	$200M	Approved	portal.ct.gov
as of May 13, 2026	Smart Markets Fund, L.P.	unresolved	Real estate	$200M	Approved	portal.ct.gov
as of May 13, 2026	Hamilton Lane Credit Income Private Fund LP	Hamilton Lane	Private credit	$175M	Approved	portal.ct.gov
as of May 13, 2026	CRPTF-Hamilton Lane Credit Sidecar, L.P.co investment	Hamilton Lane	Private credit	$175M	Approved	portal.ct.gov
as of May 13, 2026	AxInfra NA II, LP	unresolved	Infrastructure	$150M	Approved	portal.ct.gov
as of May 13, 2026	Inflexion CT Co-Investment Limited Partnershipco investment	Inflexion	Private equity	n/a	Approved	portal.ct.gov
as of May 13, 2026	Inflexion Buyout Fund VII Limited Partnership	Inflexion	Private equity	n/a	Approved	portal.ct.gov
as of Mar 11, 2026	Dover XII, L.P.	unresolved	Private equity	$200M	Approved	portal.ct.gov
as of Mar 11, 2026	Secondary Overflow Fund VI, L.P.secondary	unresolved	Private equity	$200M	Approved	portal.ct.gov
as of Mar 11, 2026	Bregal Sagemount V-B L.P.	Bregal Sagemount	Private equity	$200M	Approved	portal.ct.gov
as of Mar 11, 2026	LLCP Lower Middle Market Fund IV, L.P.	Levine Leichtman Capital Partners	Private equity	n/a	Approved	portal.ct.gov
as of Mar 11, 2026	JFL Credit Opportunities Fund II, L.P.	JFL	Private credit	n/a	Approved	portal.ct.gov
as of Mar 11, 2026	AxInfra NA II L.P.	unresolved	Infrastructure	n/a	Approved	portal.ct.gov
as of Mar 11, 2026	Inflexion Buyout Fund VII Limited Partnership	Inflexion	Private equity	n/a	Approved	portal.ct.gov
as of Mar 11, 2026	Inflexion CT Co-Investment Limited Partnershipco investment	Inflexion	Private equity	n/a	Approved	portal.ct.gov
as of Mar 11, 2026	Smart Markets Fund, L.P.	Stockbridge	Real estate	n/a	Approved	portal.ct.gov
as of Mar 11, 2026	JFL Equity Investors VII, L.P.	JFL	Private equity	n/a	Approved	portal.ct.gov
as of Jan 14, 2026	CRPTF-GCM Emerging Manager Partnership L.P. - 2026-1 PE Investment Seriesfund of funds	GCM	Private equity	$425M	Approved	portal.ct.gov
as of Jan 14, 2026	CRPTF-GCM Emerging Manager Partnership L.P. - 2026-2 RE Investment Seriesfund of funds	GCM	Real estate	$250M	Approved	portal.ct.gov
as of Jan 14, 2026	iSquared Global Infrastructure Fund IV, L.P.	iSquared	Infrastructure	$200M	Approved	portal.ct.gov
as of Jan 14, 2026	iSquared Growth Markets Infrastructure Fund II, L.P.	iSquared	Infrastructure	$150M	Approved	portal.ct.gov
as of Jan 14, 2026	Eagle Point Defensive Income Fund III US LP	Eagle Point	Private credit	$100M	Approved	portal.ct.gov

Size and funding

2 readings

Total assets

$48B Jun 30, 2023 derived DFX analyst

Fiduciary net position

$63B Jun 30, 2025 reported ACFR

Commitment history

26 decisions the board record started

One line per vehicle, folded across the board’s own minutes and the plan’s later reports: when the item was proposed or recommended, when the board approved it, when the closing was dated, and when the position first showed up in a report. A line is closed only when a closing date exists; held means the plan reports the position without one on this graph.

Vehicle	Manager	Amount	State	Proposed	Approved	Closed	First reported	Other LPs
Fortress Lending Fund V (A) L.P. and Fortress Lending Fund V Co-Invest L.P.	Fortress	n/a	approved	-	Jul 8, 2026	-	-	-
IFM Global Value Add Infrastructure Fund SCSp	n/a	$250M	approved	-	Jul 8, 2026	-	-	-
JFL Credit Opportunities Fund II, L.P.	n/a	$250M	approved	-	Mar 11, 2026	-	-	-
JFL Equity Investors VII, L.P.	n/a	$300M	approved	-	Mar 11, 2026	-	-	1
AxInfra NA II L.P.	n/a	$150M	approved	-	Mar 11, 2026	-	-	-
Inflexion Buyout Fund VII Limited Partnership	Inflexion	n/a	approved	-	Mar 11, 2026	-	-	-
Inflexion CT Co-Investment Limited Partnership	Inflexion	n/a	approved	-	Mar 11, 2026	-	-	-
Smart Markets Fund, L.P.	Stockbridge	$200M	approved	-	Mar 11, 2026	-	-	-
LLCP Lower Middle Market Fund IV, L.P.	Levine Leichtman Capital Partners	$200M	approved	-	Mar 11, 2026	-	-	-
CRPTF-Hamilton Lane Credit Sidecar, L.P.	Hamilton Lane	$175M	approved	-	-	-	-	-
Dover XII, L.P.	n/a	$200M	approved	-	-	-	-	-
Fortress Lending Fund V (A) L.P.	Fortress	$250M	approved	-	-	-	-	-
Sixth Street TAO Partners (G), L.P.	n/a	$300M	approved	-	-	-	-	-
Fortress Lending Fund V Co-Invest L.P.	Fortress	$250M	approved	-	-	-	-	-
Hamilton Lane Credit Income Private Fund LP	Hamilton Lane	$175M	approved	-	-	-	-	-
Eagle Point Defensive Income Fund III US LP	Eagle Point	$100M	approved	-	-	-	-	-
WCAS XV L.P.	n/a	$300M	approved	-	-	-	-	-
Verdane Edda IV(D1)AB	n/a	n/a	approved	-	-	-	-	-
iSquared Global Infrastructure Fund IV, L.P.	n/a	$200M	approved	-	-	-	-	-
iSquared Growth Markets Infrastructure Fund II, L.P.	n/a	$150M	approved	-	-	-	-	-
Artemis Real Estate Partners Fund V, L.P.	Artemis Real Estate Partners Fund I	$250M	approved	-	-	-	-	-
Lion Industrial Trust	n/a	$150M	approved	-	-	-	-	-
Secondary Overflow Fund VI, L.P.	n/a	$200M	approved	-	-	-	-	-
Bregal Sagemount V-B L.P.	n/a	$200M	approved	-	-	-	-	-
CRPTF-GCM Emerging Manager Partnership L.P. - 2026-1 PE Investment Series	n/a	$425M	approved	-	-	-	-	-
CRPTF-GCM Emerging Manager Partnership L.P. - 2026-2 RE Investment Series	n/a	$250M	approved	-	-	-	-	-

What changed

34 events

Sep 9, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $250M to Fortress Lending Fund V (A) L.P.
with Fortressportal.ct.gov
Sep 9, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $250M to Fortress Lending Fund V Co-Invest L.P.
with Fortressportal.ct.gov
Sep 9, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $250M to IFM Global Value Add Infrastructure Fund SCSp
portal.ct.gov
Jul 8, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $300M to Sixth Street TAO Partners (G), L.P.
portal.ct.gov
Jul 8, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $150M to Lion Industrial Trust
portal.ct.gov
Jul 8, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $250M to Artemis Real Estate Partners Fund V, L.P.
with Artemis Real Estate Partners Fund Iportal.ct.gov
Jul 8, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) approves an undisclosed amount to Fortress Lending Fund V (A) L.P. and Fortress Lending Fund V Co-Invest L.P.
with Fortressportal.ct.gov
Jul 8, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) approves an undisclosed amount to IFM Global Value Add Infrastructure Fund SCSp
portal.ct.gov
Jul 8, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed up to €150 million to Verdane Edda IV(D1)AB
portal.ct.gov
Jul 8, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $300M to WCAS XV L.P.
portal.ct.gov
May 13, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $200M to Smart Markets Fund, L.P.
portal.ct.gov
May 13, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $300M to JFL Equity Investors VII, LP
portal.ct.gov
May 13, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $200M to LLCP Lower Middle Market Fund IV, L.P.
portal.ct.gov
May 13, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed up to €150 million to Inflexion Buyout Fund VII Limited Partnership
with Inflexionportal.ct.gov
May 13, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed up to €70 million to Inflexion CT Co-Investment Limited Partnership
with Inflexionportal.ct.gov
May 13, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $175M to Hamilton Lane Credit Income Private Fund LP
with Hamilton Laneportal.ct.gov
May 13, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $175M to CRPTF-Hamilton Lane Credit Sidecar, L.P.
with Hamilton Laneportal.ct.gov
May 13, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $250M to JFL Credit Opportunities Fund II, L.P.
portal.ct.gov
May 13, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $150M to AxInfra NA II, LP
portal.ct.gov
Mar 11, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $200M to Bregal Sagemount V-B L.P.
portal.ct.gov
Mar 11, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $200M to Dover XII, L.P.
portal.ct.gov
Mar 11, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $200M to Secondary Overflow Fund VI, L.P.
portal.ct.gov
Mar 11, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) approves an undisclosed amount to LLCP Lower Middle Market Fund IV, L.P.
portal.ct.gov
Mar 11, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) approves an undisclosed amount to Inflexion Buyout Fund VII Limited Partnership
with Inflexionportal.ct.gov
Mar 11, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) approves an undisclosed amount to Inflexion CT Co-Investment Limited Partnership
with Inflexionportal.ct.gov
Mar 11, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) approves an undisclosed amount to JFL Equity Investors VII, L.P.
portal.ct.gov
Mar 11, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) approves an undisclosed amount to JFL Credit Opportunities Fund II, L.P.
portal.ct.gov
Mar 11, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) approves an undisclosed amount to Smart Markets Fund, L.P. (Stockbridge)
with Stockbridgeportal.ct.gov
Mar 11, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) approves an undisclosed amount to AxInfra NA II L.P.
portal.ct.gov
Jan 14, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $250M to CRPTF-GCM Emerging Manager Partnership L.P. - 2026-2 RE Investment Series
portal.ct.gov
Jan 14, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $200M to iSquared Global Infrastructure Fund IV, L.P.
portal.ct.gov
Jan 14, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $150M to iSquared Growth Markets Infrastructure Fund II, L.P.
portal.ct.gov
Jan 14, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $425M to CRPTF-GCM Emerging Manager Partnership L.P. - 2026-1 PE Investment Series
portal.ct.gov
Jan 14, 2026Commitment approved
Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $100M to Eagle Point Defensive Income Fund III US LP
with Eagle Pointportal.ct.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 16, 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.