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

University of California Retirement Plan (UCRP)

State retirement systemteachersCA
Assets
$99B
Total assets, Jun 30, 2024 derived
Funded
n/a
not filed
Private markets target
26.5%
policy Jun 30, 2025
Commitments
0
none on the tape
Allocation policy
ACFR, as of Jun 30, 2025
Asset class (as printed)BucketTargetRangeActualGapBasis
CashCash0.0%2.5%+2.5reported ucop.edu
Fixed IncomeFixed income17.0%10.5%-6.5reported ucop.edu
Absolute ReturnHedge / diversifiers3.5%0.5%-3.0reported ucop.edu
Private CreditPrivate credit3.5%2.2%-1.3reported ucop.edu
Private EquityPrivate equity12.0%12.0%+0.0reported ucop.edu
Public EquityPublic equity53.0%63.2%+10.2reported ucop.edu
Real AssetsReal assets4.0%2.6%-1.4reported ucop.edu
Real EstateReal estate7.0%6.5%-0.5reported ucop.edu
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
2 roles
Chief investment officer
Jagdeep Singh Bachher, Ph.D.
Chief Investment Officer (Jun 30, 2025) ucop.edu
Jagdeep Singh Bachher, Ph.D. 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
$99B Jun 30, 2024 derived Census ASPP
$93B (2023-06) · $81B (2022-06)
Fiduciary net position
$99B Jun 30, 2024 reported Census ASPP
$88B (2023-06) · $81B (2022-06)
Long-term investments
$99B Jun 30, 2024 reported Census ASPP
$88B (2023-06) · $81B (2022-06)
Total pension liability
$18B Jun 30, 2024 reported Census ASPP
$20B (2023-06) · $21B (2022-06)
Discount rate
6.75% Jun 30, 2024 reported Census ASPP
6.75% (2023-06) · 6.75% (2022-06)
Participants
365,844 Jun 30, 2024 derived Census ASPP
349,254 (2023-06) · 333,293 (2022-06)
Active members
151,560 Jun 30, 2024 derived Census ASPP
141,416 (2023-06) · 134,900 (2022-06)
Beneficiaries
89,186 Jun 30, 2024 reported Census ASPP
87,282 (2023-06) · 85,466 (2022-06)
Benefits paid
$5.0B Jun 30, 2024 reported Census ASPP
$4.6B (2023-06) · $4.4B (2022-06)
Investment expense
$51.3M Jun 30, 2024 reported Census ASPP
$22.1M (2022-06)
What changed
5 events
  • Jul 15, 2025Policy updated
    University of California Regents Investments Committee (UC Retirement Plan) adopts a policy change: asset allocation policy (UCRP, GEP, TRIP, STIP, BGE)
  • Jun 30, 2024Assets changed
    University of California Retirement Plan (UCRP) fiduciary net position $88.2B -> $98.7B (+11.9%, 2023-06-30 to 2024-06-30)
  • Jun 30, 2024Assets changed
    University of California Retirement Plan (UCRP) total assets $92.8B -> $98.7B (+6.3%, 2023-06-30 to 2024-06-30)
  • Jun 30, 2023Assets changed
    University of California Retirement Plan (UCRP) fiduciary net position $81.4B -> $88.2B (+8.4%, 2022-06-30 to 2023-06-30)
  • Jun 30, 2023Assets changed
    University of California Retirement Plan (UCRP) total assets $81.5B -> $92.8B (+14.0%, 2022-06-30 to 2023-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: Census PID6 226204
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.