Reading the graph
Data as of .
208 dated events between Oct 3, 2026 to Nov 2, 2026, in 7 capital events, 200 people moves, 1 opportunity.
Dated Sep 16, 2026 (document); first seen by DFX Oct 16, 2026.
| Allocator | State | Assets | Commitments | Funds | Managers | Assets as of |
|---|---|---|---|---|---|---|
| CA | $553B | 518 | 422 | 143 | 2026 | |
| NY | $472B | 0 | 0 | 0 | 2025 | |
Fifty ranked targets, why each fits and who to contact, built from the same graph and delivered as a PDF.
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The methodology says what is measured, what is inferred, and what DFX does not claim.
+203 more allocators events
Every name, record and relationship behind this count, with the source on each.
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Dated Aug 25, 2026 (document); first seen by DFX Sep 23, 2026.
Dated Oct 14, 2026 (document); first seen by DFX Oct 16, 2026.
Dated Sep 16, 2026 (document); first seen by DFX Oct 19, 2026.
Dated Sep 16, 2026 (document); first seen by DFX Oct 19, 2026.
+155 allocators signals in the window
Every dated signal on this market, with its subject, exposure and source, not only the five above.
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Between 2024-11-04 and 2026-09-16, 23 plans printed 485 commitments with a closing date across 146 managers, $63.3B where the plan printed a dollar amount. 274 of the funds and 288 of the managers resolve to a DFX private capital record. Most recent: Los Angeles County Employees Retirement Association $200M to Energy Capital Partners VI, LP (Energy Capital Partners), closed 2026-09-16; Virginia Retirement System (VRS) $200M to ValueAct Strategic Global Fund II, closed 2026-08-14; Los Angeles County Employees Retirement Association $750M to Cheyne Capital Management separate account, closed 2026-08-12; and 2 more.
The shared identity layer holds nine graphs (allocator, family office, independent sponsor, private credit, private equity, re, real estate fund, RIA and wealth and venture) and resolves 35,949 clusters onto at least three of them by shared CRD, CIK, EIN, ADV fund id or individual CRD, never by name; 6,616 span four or more and 1,629 span five. LLC.
A re-up is the plan's own word: its report says the manager is an existing relationship, or its table carries Existing in the New/Existing column. 134 of 485 dated closings in the window are re-ups and 58 are first-time managers. Deepest relationships in the window: New York State Common Retirement Fund to CVC Advisers Jersey Limited (8 earlier commitments on the tape since 2013-12-20), $150M to CVC Catalyst III (A), L.P.; and 5 more.
Across 88 plans, 42 consultant appearances and 39 disappearances on Schedule C between adjacent filing years, 61 of them at plans reporting $1B or more. Appeared: Wipfli Advisory LLC at National Electrical Benefit Fund ($22.5B).
Between their two latest policy periods, 4 allocators raised and 10 cut a target in a private markets bucket, across 14 allocators with a target on file. Largest increases: Exelon Corp Pension Plans Alternative Investments 28.0% to 33.0% (2024-12-31 to 2025-12-31); Louisiana Parochial Employees Retirement System Alternatives 15.0% to 18.0% (2024-12-31 to 2025-12-31); Illinois Municipal Retirement Fund (IMRF) Alternative Investments 12.5% to 14.0% (2024-12-31 to 2025-12-31); Corteva, Inc. Pension Plans Private Equity Funds 12.0% to 13.0% (2024-12-31 to 2025-12-31).
+1 more finding
Every name, record and relationship behind this count, with the source on each.
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| NJ |
| $471B |
| 0 |
| 0 |
| 0 |
| 2025 |
| California State Teachers' Retirement System | CA | $373B | 477 | 381 | 129 | 2025 |
| Calstrs Defined Benefit Program | CA | $346B | 0 | 0 | 0 | 2023 |
+10,380 more allocators records
Every name, record and relationship behind this count, with the source on each.
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The statutory record of American institutional capital: the federal survey of public pensions, benefit-plan filings with their financial, actuarial, service-provider and investment schedules, and exempt-organisation registrations and returns.
Corporate pension facts and insurer balance sheets from tagged annual filings, and adviser-reported client types and pension consulting through the RIA graph.
The plans' own annual financial and investment reports, quoted item by item, their private-markets commitment lists, and the investment office, consultants and policy behind them.
Board and committee minutes, procurement portals and institutional holdings filings: registered, with a determination, not yet read.
| Family | What it carries | Feeds |
|---|---|---|
| Federal regulator filings | What firms, funds and plans are required to tell a federal regulator, on the regulator's own schedule. | 8 |
| Public records | Public records that do not sit in one of the families above. | 4 |
| Firm and issuer disclosures | What an organisation publishes about itself: its own site, its reports, its plan and fund disclosures. | 3 |
| Federal program and statistical data | Federal programme registers and statistical series: who is funded, insured, assisted or measured. | 2 |
| DFX's own graph | Facts this system produced: resolved identities, typed relationships, detector output, labelled outcomes. | 2 |
Of the 14 feeds that record a read, 29% were read in the last day, 50% in the last week and 79% in the last month. A feed is read on the cadence its publisher changes on, so a quarterly filing being a quarter old is the correct answer rather than a stale one.
Every source is registered with its publisher, access mechanism, cadence and a rights determination before its first row is read, and a source without a green determination never reaches a page. The registry itself is not published: which feeds exist, which answer, and which are worth reading is the work. What is published is the provenance of every individual claim, on the record it belongs to, and the shape of what stands behind it. Buyers running diligence get the registry under contract.