CARSON'S CORNER / THE DEBT CRISIS

Who's holding the bag?

The Pension Map

An interactive view of PE exposure across pensions, endowments, and allocators.

$718B
US pension money in PE
179
US allocators tracked
96
Global allocators tracked
0%
Norway's $1.7T fund
The short answer

$718 billion of US pension money sits in private equity — assets whose values are reported by the managers who profit from them. University endowments carry the highest allocations (28–50%); public pensions follow; corporate pensions cluster at 6–13%. Norway's sovereign fund, by contrast, holds none.

Selected allocators by PE allocation

A representative selection from the full list of 200+ public pensions, endowments, corporate pensions, and union pension funds. Endowments carry the highest PE allocations (28–50%); corporate pensions cluster at 6–13%.

PE allocation — selected allocators
AllocatorPE %AUMLeader
Yale University Endowment50%$20.7BMatt Mendelsohn, CIO
Harvard (HMC)41%$21.3BN.P. Narvekar, CEO
Princeton (PRINCO)38%$13.6BVincent Tuohey
Stanford (SMC)33%$12BRobert Wallace, CEO
Oregon PERS26.9%$26BRex Kim, CIO
Washington State Inv. Board24%$51BChris Hanak, CIO
CalPERS17.7%$98BStephen Gilmore, CIO
Texas Teachers (TRS)16.9%$36BJase Auby, CIO
CalSTRS15.7%$55BScott Chan, CIO
NY Common Retirement Fund14.9%$41BAnastasia Titarchuk, CIO
Florida SBA12%$31BLamar Taylor, CIO
Central States Teamsters5%$1.8B

Oregon: the worst case

  • 26.9% PE allocation — nearly 2x the national average.
  • $3.7B lost to PE overallocation.
  • PE returned 4.1% vs the Russell 3000's 38.4% over a comparison period.
  • Treasury staff disregarded allocation policies; negative net cash flow from PE in 2023.
  • Workers legally cannot learn which PE investments made or lost money.
  • Reducing from 28% down to a 20% target.

Frequently asked questions

How much pension money is invested in private equity?

About $718 billion of US pension money, across 179 US and 96 global allocators.

Which pension has the highest PE allocation?

Oregon PERS at 26.9% among public pensions; endowments run higher — Yale 50%, Harvard 41%, Princeton 38%.

Does Norway's sovereign fund hold PE?

No — its roughly $1.7–2.1 trillion fund holds zero private equity.

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