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.

State retirement system

Iowa Public Employees Retirement System (IPERS)

State retirement systemstate generalIA
Assets
$47B
Fiduciary net position, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
37.5%
policy Jun 30, 2025
Commitments
0
none on the tape
Allocation policy
ACFR, as of Jun 30, 2025
Asset class (as printed)BucketTargetRangeActualGapBasis
Core fixed incomeFixed income22.5%22% to 28%26.0%+3.5reported legis.iowa.gov
Private creditPrivate credit8.0%6.0%-2.0reported legis.iowa.gov
Public creditPrivate credit3.0%0% to 6%3.0%+0.0reported legis.iowa.gov
Private equityPrivate equity17.0%17.0%+0.0reported legis.iowa.gov
Domestic equityPublic equity21.0%18% to 24%22.0%+1.0reported legis.iowa.gov
Global smart beta equityPublic equity5.0%2% to 8%5.0%+0.0reported legis.iowa.gov
International equityPublic equity13.0%10% to 16%14.0%+1.0reported legis.iowa.gov
Private real assetsReal assets9.5%7.0%-2.5reported legis.iowa.gov
Consultants and advisers
3 firms
People
1 roles
Chief investment officer
Sriram Lakshminarayanan
Chief Investment Officer (Jun 30, 2025) legis.iowa.gov
Sriram Lakshminarayanan, Chief Investment Officer
    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
    54 readings
    Total assets
    $44B Jun 30, 2024 derived Census ASPP
    $41B (2023-06) · $41B (2022-06)
    Fiduciary net position
    $47B Jun 30, 2025 reported ACFR
    $44B (2024-06) · $41B (2023-06) · $40B (2022-06)
    Long-term investments
    $43B Jun 30, 2024 reported Census ASPP
    $41B (2023-06) · $40B (2022-06)
    Total pension liability
    $3.6B Jun 30, 2024 reported Census ASPP
    $4.5B (2023-06) · $3.8B (2022-06)
    Discount rate
    7.00% Jun 30, 2024 reported Census ASPP
    7.00% (2023-06) · 7.00% (2022-06)
    Participants
    414,172 Jun 30, 2024 derived Census ASPP
    404,114 (2023-06) · 392,725 (2022-06)
    Active members
    183,389 Jun 30, 2024 derived Census ASPP
    179,903 (2023-06) · 176,186 (2022-06)
    Beneficiaries
    136,060 Jun 30, 2024 reported Census ASPP
    133,847 (2023-06) · 131,704 (2022-06)
    Benefits paid
    $2.7B Jun 30, 2024 reported Census ASPP
    $2.6B (2023-06) · $2.5B (2022-06)
    Investment expense
    $92.9M Jun 30, 2024 reported Census ASPP
    $69.1M (2023-06) · $70.3M (2022-06)
    What changed
    3 events
    • Jun 30, 2024Assets changed
      Iowa Public Employees Retirement System (IPERS) fiduciary net position $41.2B -> $43.7B (+6.0%, 2023-06-30 to 2024-06-30)
    • Jun 30, 2024Assets changed
      Iowa Public Employees Retirement System (IPERS) total assets $41.2B -> $43.7B (+6.1%, 2023-06-30 to 2024-06-30)
    • Jun 30, 2023Assets changed
      Iowa Public Employees Retirement System (IPERS) fiduciary net position $40.2B -> $41.2B (+2.5%, 2022-06-30 to 2023-06-30)
    Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
    Provenance
    Identifiers: Census PID6 227014
    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.