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
Ohio SERS Traditional DB Pension Plan
Assets
$18B
Total assets, Jun 30, 2024 reported
Funded
n/a
not filed
Private markets target
39.0%
policy Jun 30, 2025
Commitments
0
none on the tape
Allocation policy
ACFR, as of Jun 30, 2025
| Asset class (as printed) | Bucket | Target | Range | Actual | Gap | Basis |
|---|---|---|---|---|---|---|
| Cash Equivalents | Cash | 3.0% | 1% to 5% | 4.0% | +1.0 | reported ohsers.org |
| Global Fixed Income | Fixed income | 18.0% | 13% to 23% | 13.1% | -4.9 | reported ohsers.org |
| Opportunistic and Tactical | Hedge / diversifiers | 0.0% | 0% to 5% | 3.2% | +3.2 | reported ohsers.org |
| Global Infrastructure | Infrastructure | 7.0% | 5% to 10% | 7.1% | +0.1 | reported ohsers.org |
| Global Private Credit | Private credit | 5.0% | 3% to 7% | 5.9% | +0.9 | reported ohsers.org |
| Global Private Equity | Private equity | 14.0% | 11% to 17% | 12.9% | -1.1 | reported ohsers.org |
| Global Equities | Public equity | 40.0% | 35% to 45% | 43.5% | +3.5 | reported ohsers.org |
| Global Real Estate | Real estate | 13.0% | 10% to 15% | 10.3% | -2.7 | reported ohsers.org |
Consultants and advisers
2 firms
- Wilshire Associates, Inc. General consultantthrough Jun 30, 2025 ACFR
- CavMac Actuarythrough Jun 30, 2025 ACFR
People
3 roles
Chief investment officer
Farouki Majeed
Chief Investment Officer (Jun 30, 2025) ohsers.org
Farouki Majeed Joseph Marotta
Chief Risk Officer Chief Audit Officer Chief Financial Officer Chief Investment Officer General Counsel
- Karen Roggenkamp Deputy Executive DirectorExecutive director / CEO
- Richard Stensrud Executive DirectorExecutive director / CEO
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
What changed
2 events
- Jun 30, 2024Assets changedOhio SERS Traditional DB Pension Plan fiduciary net position $17.6B -> $18.7B (+6.5%, 2023-06-30 to 2024-06-30)
- Jun 30, 2024Assets changedOhio SERS Traditional DB Pension Plan total assets $17.1B -> $18.3B (+7.0%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: Census PID6 227327
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.