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
Transit Employees Retirement Plan
Public pensionmunicipalDC
Assets
$4.3B
Total assets, Jun 30, 2024 reported
Funded
n/a
not filed
Private markets target
5.0%
policy Jun 30, 2024
Commitments
0
none on the tape
Allocation policy
ACFR, as of Jun 30, 2024
| Asset class (as printed) | Bucket | Target | Range | Actual | Gap | Basis |
|---|---|---|---|---|---|---|
| Core bonds | Fixed income | 16.0% | reported wmata.com | |||
| Multi-sector fixed income | Fixed income | 18.0% | reported wmata.com | |||
| TIPS | Fixed income | 4.0% | reported wmata.com | |||
| Global asset allocation | Other | 10.0% | reported wmata.com | |||
| Global equity, excluding US | Public equity | 22.0% | reported wmata.com | |||
| Large cap | Public equity | 18.0% | reported wmata.com | |||
| Small cap | Public equity | 7.0% | reported wmata.com | |||
| Core real estate | Real estate | 5.0% | reported wmata.com |
Policy periods on the tape: Jun 30, 2024 (ACFR), Jun 30, 2023 (ACFR). Target changes between periods are on the what changed list.
Consultants and advisers
1 firms
- Northern Trust Co. Custodianthrough Jun 30, 2025 ACFR
People
No investment staff or executives have been read for this allocator yet.
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
50 readings
What changed
2 events
- Jun 30, 2023Assets changedTransit Employees Retirement Plan fiduciary net position $4.5B -> $4.1B (-10.4%, 2022-06-30 to 2023-06-30)
- Jun 30, 2023Assets changedTransit Employees Retirement Plan total assets $4.5B -> $4.1B (-10.4%, 2022-06-30 to 2023-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: Census PID6 119587
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.