DFX Intelligence

Allocator Intelligence

Connecticut Retirement Plans and Trust Funds

Public investment pool· Hartford, Connecticutportal.ct.gov

Public investment pool, based in Hartford, Connecticut, reporting $63B in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$63B
Fund commitments
27
Managers
9
Contact decision makersView relationships
More
Ask DFX about this allocatorInvestment staff
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (27)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

What matters now

  1. $750M
    approved, 3 funds

    $750M approved across 3 funds on 9 Sep 2026: Fortress Lending Fund V (A) $250M, Fortress Lending Fund V Co-Invest $250M, IFM Global Value Add Infrastructure Fund $250M.

    9 Sep 2026 · The board's newest commitments, the managers it is backing now.

    Factboard minutes, 9 Sep 2026For GPs raising in these strategies, placement agentsBoard record →

9 more people, 6 more managers, 31 more commitments and 29 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

People to know

View all people
  • Ted Wright
    Chief Investment Officer
    Why: Chief investment officer: owns the allocation decision
    No route on file yet
  • Amit Aggarwal
    Principal Investment Officer for Real Estate
    Why: Principal on the deal team
    No route on file yet

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
All 12
Connecticut Retirement Plans and Trust Funds
Funds committed to
All 9
Managers
All 9

Relationship network

56 connected entities34 observed commitments12 repeat counterparties$4.9B disclosed commitments (22 commitments)11 dated commitments shown here, 2026

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Service provider
  • Organization
  • Person
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesPublic investment poolShow
Public investment pool
Assets
$63B
Fiduciary net position, Jun 30, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Jun 30, 2025
Commitments
27
22 dated closings
Invests for: Connecticut State Employees' Retirement System (SERS), Connecticut Police and Fire Survivor Benefit Fund, Connecticut Teachers' Retirement System (TRS)and 4 more related allocators

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 firm

Decision makers

who to call first about an allocation, and why; then everyone else by function
  • Ted Wright · Chief Investment Officer
    Why this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
  • Amit Aggarwal · Principal Investment Officer for Real Estate
    Why this person: Principal on the deal team; Named with investment responsibility
Who else at this allocator · 1 person, grouped by function
Board, advisers and operating partners (1)
  • Philip Zecher · Chair, Investment Advisory Council
    Why this person: Board member

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

People

12 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

+9 more people on the investment staff and board

Every name, title and published role at this allocator, with the page it was read from.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Manager roster

9 managers on the commitment tape
From the plan’s own commitment disclosures

+6 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

+29 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

Commitments

34 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 9, 2026Fortress Lending Fund V Co-Invest L.P.co investmentFortressPrivate credit$250MApprovedportal.ct.gov
as of Sep 9, 2026IFM Global Value Add Infrastructure Fund SCSpIFMInfrastructure$250MApprovedportal.ct.gov
as of Sep 9, 2026Fortress Lending Fund V (A) L.P.FortressPrivate credit$250MApprovedportal.ct.gov

+31 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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
VehicleManagerAmountStateProposedApprovedClosedFirst reportedOther LPs
Fortress Lending Fund V (A) L.P. and Fortress Lending Fund V Co-Invest L.P.FortressNot disclosedapproved-Jul 8, 2026---
IFM Global Value Add Infrastructure Fund SCSpn/a$250Mapproved-Jul 8, 2026---
JFL Credit Opportunities Fund II, L.P.J.F. Lehman and Company LLC$250Mapproved-Mar 11, 2026--1

+23 more board decisions

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 30, 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.

Not yet on record: private markets allocation target.

Capital chain

Connecticut Retirement Plans and Trust Funds sits on 8 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to real estate vehicle to manager

DFX traced 8 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

35 dated events on the change ledger, latest event first
  • Commitment approved
    2026-09-09source on record
  • Commitment approved
    2026-09-09source on record
  • Consultant changed
    2026-09-09source on record

+32 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+19 connections on the graph

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