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

Orange County Employees Retirement System

Public pensionmunicipalCA
Assets
$22B
Total assets, Jun 30, 2024 reported
Funded
n/a
not filed
Private markets target
28.0%
policy Dec 31, 2025
Commitments
0
none on the tape
Allocation policy
ACFR, as of Dec 31, 2025
Asset class (as printed)BucketTargetRangeActualGapBasis
CashCash0.0%0% to 5%5.0%+5.0reported ocers.org
Income StrategiesFixed income17.0%12% to 22%15.0%-2.0reported ocers.org
Risk MitigationHedge / diversifiers10.0%6% to 14%7.0%-3.0reported ocers.org
Unique StrategiesOther0.0%0% to 5%1.0%+1.0reported ocers.org
Private EquityPrivate equity15.0%10% to 20%18.0%+3.0reported ocers.org
Global Public EquityPublic equity45.0%38% to 52%42.0%-3.0reported ocers.org
Real AssetsReal assets13.0%8% to 18%12.0%-1.0reported ocers.org
Consultants and advisers
5 firms
People
1 roles
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
57 readings
Total assets
$22B Jun 30, 2024 reported Census ASPP
$20B (2023-06) · $23B (2022-06)
Fiduciary net position
$22B Jun 30, 2024 reported Census ASPP
$20B (2023-06) · $22B (2022-06)
Long-term investments
$22B Jun 30, 2024 reported Census ASPP
$20B (2023-06) · $23B (2022-06)
Total pension liability
$4.8B Jun 30, 2024 derived Census ASPP
$5.4B (2023-06) · $2.1B (2022-06)
Discount rate
7.00% Jun 30, 2024 reported Census ASPP
7.00% (2023-06) · 7.00% (2022-06)
Participants
52,644 Jun 30, 2024 derived Census ASPP
50,633 (2023-06) · 49,075 (2022-06)
Active members
22,782 Jun 30, 2024 derived Census ASPP
22,061 (2023-06) · 22,011 (2022-06)
Beneficiaries
21,283 Jun 30, 2024 reported Census ASPP
20,678 (2023-06) · 19,826 (2022-06)
Benefits paid
$1.2B Jun 30, 2024 reported Census ASPP
$1.1B (2023-06) · $1.0B (2022-06)
Investment expense
$169M Jun 30, 2024 reported Census ASPP
$146M (2023-06) · $132M (2022-06)
What changed
4 events
  • Jun 30, 2024Assets changed
    Orange County Employees Retirement System fiduciary net position $19.7B -> $21.8B (+10.7%, 2023-06-30 to 2024-06-30)
  • Jun 30, 2024Assets changed
    Orange County Employees Retirement System total assets $20.1B -> $22.0B (+9.2%, 2023-06-30 to 2024-06-30)
  • Jun 30, 2023Assets changed
    Orange County Employees Retirement System fiduciary net position $21.9B -> $19.7B (-10.2%, 2022-06-30 to 2023-06-30)
  • Jun 30, 2023Assets changed
    Orange County Employees Retirement System total assets $22.9B -> $20.1B (-12.1%, 2022-06-30 to 2023-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: Census PID6 188667
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.