Ohio SERS Traditional DB Pension Plan
State retirement system, based in Ohio, reporting $18B in assets, for 252,447 participants.
Composed from this allocator's classification, location and filed figures.
What matters now
- Consultantchanged
Ohio School Employees Retirement System (SERS), Board of Trustees selects CBIZ as general consultant
16 Jul 2026 · A new consultant reviews the manager line-up and brings its own shortlist.
- 39%private markets target
Changed its allocation policy 2 months ago.
A new target moves money between asset classes before any manager is hired.
10 more people, 1 more adviser, 27 more managers, 201 more commitments and 209 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People to know
View all people- Chief Investment OfficerWhy: Chief investment officer: owns the allocation decisionNo route on file yet
Capital path
who backs this record, through what, into what; each name opens its own path- Farouki MajeedChief Investment Officer
- Farouki MajeedChief Investment Officer
- Daniel L. WilsonChair
- Global Transport Income Fund Feeder LLC$200M committed
- Global Infrastructure Partners V$150M committed
- Francisco Partners Credit Partners II$150M committed
- Francisco Partners$550M across 9 commitments
- Global Infrastructure Management, LLC$382M across 5 commitments
- Leonard Green & Partners, L.P.$353M across 8 commitments
Relationship network
247 connected entities200 observed commitments18 repeat counterparties$11B disclosed commitments (197 commitments)23 dated commitments shown here, 2007 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Person
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesState retirement systemShowHide
| 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 |
- Cbiz General consultantthrough Jun 18, 2026 Board minutes
- Kimberly Wickert General consultantthrough Jun 18, 2026 Board minutes
- Wilshire Associates, Inc. General consultantthrough Jun 30, 2025 ACFR
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Farouki Majeed · Chief Investment OfficerWhy this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
Who else at this allocator · 1 person, grouped by function
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
- Daniel L. Wilson ChairBoard chair
+10 more people on the investment staff and board
Every name, title and published role at this allocator, with the page it was read from.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Francisco Partners$550M, 9 rows, latest Jan 1, 2022
- Global Infrastructure Management, LLC$382M, 5 rows, latest Oct 15, 2024
- Leonard Green & Partners, L.P.$353M, 8 rows, latest Dec 1, 2021
+27 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Jul 16, 2026Policy updatedOhio School Employees Retirement System (SERS), Board of Trustees adopts a policy change: Annual Investment Plan (FY2027)
- Jul 16, 2026Policy updatedOhio School Employees Retirement System (SERS), Board of Trustees adopts a policy change: Statement of Investment Policy
- Jul 16, 2026Consultant changedOhio School Employees Retirement System (SERS), Board of Trustees selects CBIZ as general consultantwith Cbizohsers.org
- Jun 18, 2026Consultant changedOhio School Employees Retirement System (SERS), Board of Trustees selects Kimberly Wickert as general consultantwith Kimberly Wickertohsers.org
- Jun 18, 2026Search openedOhio School Employees Retirement System (SERS), Board of Trustees opens a Investment Consultant search
+209 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 18, 2026 | JPM Analyst | JPM Analyst | Public equity | n/a | Approvednew manager | ohsers.org | |
| as of Jun 18, 2026 | T. Rowe Price | T. Rowe Price | Public equity | n/a | Approvednew manager | ohsers.org | |
| as of Jun 18, 2026 | CC&L | CC&L | Public equity | n/a | Approved | ohsers.org |
+201 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
| Vehicle | Manager | Amount | State | Proposed | Approved | Closed | First reported | Other LPs |
|---|---|---|---|---|---|---|---|---|
| T. Rowe Price | n/a | Not disclosed | approved | - | - | - | - | - |
| CC&L | n/a | Not disclosed | approved | - | - | - | - | - |
| JPM Analyst | n/a | Not disclosed | approved | - | - | - | - | - |
Provenance
Not yet on record: funded ratio.
Ohio SERS Traditional DB Pension Plan sits on 173 traced paths of capital across the graphs.
DFX traced 173 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Consultant changed2026-07-16source on record
- Policy updated2026-07-16source on record
- Policy updated2026-07-16source on record
+211 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+121 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.