Updated
Updated · Grants Pass Tribune · Aug 4
16 Oregon Democrats Press for 10-Year-Overdue Pension Audit as Private Equity Hits 23.3%
Updated
Updated · Grants Pass Tribune · Aug 4

16 Oregon Democrats Press for 10-Year-Overdue Pension Audit as Private Equity Hits 23.3%

3 articles · Updated · Grants Pass Tribune · Aug 4

Summary

  • Sixteen Democratic lawmakers asked Treasurer Elizabeth Steiner to complete and publish a comprehensive audit of Oregon’s $104 billion public pension fund within 12 months, saying the legally required review has not been done in 10 years.
  • Their Aug. 3 letter says the fund became too reliant on private equity—27% of assets in May 2025 versus a 20% target, or about $7 billion above target—while public stocks sat 10 points below target during a market boom.
  • Steiner pushed back in an Aug. 4 reply, saying Treasury’s rotating asset-class audits satisfy state law and are better than a single all-fund review every four years.
  • Private equity now makes up 23.3% of the fund and has trailed the OPERF benchmark in all but one of the past 10 years; those holdings are down 0.03% so far this year.
  • Lawmakers also want fees examined, especially on roughly $1.3 billion in pre-2014 private equity holdings that could cost as much as $26 million a year if they are dormant 'zombie funds.'

Insights

Will pushing a top-performing state pension fund away from lucrative alternative investments ultimately cost beneficiaries billions?
What hidden financial dangers lurk within a decade-overdue audit of one of America's largest public retirement portfolios?