Print
E-mail
Reprint
RSSJanuary 26, 2009, 12:01 AM ET
| The top 200 pension funds/sponsors | |||||||||||
| Ranked by total assets, in U.S. millions, as of Sept. 30, 2008. | |||||||||||
| Rank | 2007 rank | Sponsor | Assets | Change | Total DB | Total DC | DB stocks | DB bonds | DB cash | DB other | Key person |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | California Public Employees | $214,556 | -15.7% | $213,519 | $1,037 | 51.0% | 23.0% | 2.0% | 24.0% | Anne Stausboll, CEO |
| 2 | 2 | Federal Retirement Thrift | $210,609 | -5.7% | $210,609 | Tracey Ray, CIO | |||||
| 3 | 3 | California State Teachers | $147,185 | -16.5% | $147,021 | $164 | 53.9% | 19.7% | 26.4% | Jack Ehnes, CEO | |
| 4 | 4 | New York State Common | $138,425 | -15.8% | $138,425 | 52.4% | 26.7% | 2.2% | 18.7% | Raudline Etienne, Deputy Comptroller & CIO | |
| 5 | 5 | Florida State Board | $118,673 | -16.7% | $114,510 | $4,163 | 53.7% | 29.5% | 0.9% | 16.0% | Ash Williams, Executive Director (DB); Kevin SigRist, Deputy Executive Director (DC) |
| 6 | 6 | General Motors | $110,334 | -17.6% | $90,971 | $19,363 | |||||
| 7 | 7 | New York City Retirement | $107,304 | -17.7% | $93,177 | $14,127 | 62.2% | 29.7% | 1.3% | 6.8% | Rita Sallis, CIO (DB); Marc Katz, Director-Invest. Admin., TRS (DC) |
| 8 | 9 | Texas Teachers | $95,982 | -16.4% | $95,982 | 54.0% | 16.7% | 2.0% | 27.3% | T. Britton Harris, CIO | |
| 9 | 8 | AT&T | $89,563 | -23.8% | $61,890 | $27,673 | |||||
| 10 | 10 | New York State Teachers | $88,487 | -16.6% | $88,487 | 58.4% | 22.9% | 2.1% | 16.6% | Thomas K. Lee, Executive Director | |
| 11 | 13 | IBM | $78,858 | -9.9% | $49,353 | $29,505 | 34.0% | 46.0% | 1.0% | 19.0% | Ray Kanner, Managing Director & CIO |
| 12 | 11 | Wisconsin Investment Board | $74,544 | -18.6% | $72,493 | $2,051 | 57.0% | 29.0% | 2.0% | 12.0% | Keith Bozarth, Executive Director (DB); Shelly Schueller, Deferred Compensation Director (DC) |
| 13 | 15 | New Jersey | $71,842 | -14.4% | $70,826 | $1,016 | 47.0% | 31.0% | 6.0% | 16.0% | William G. Clark, Director (DB); Karen Hollinger, Portfolio Manager (DC) |
| 14 | 16 | North Carolina | $70,525 | -14.4% | $65,924 | $4,601 | 47.7% | 41.1% | 11.2% | Patricia Gerrick, Deputy Treasurer-Investments | |
| 15 | 12 | General Electric | $70,250 | -20.4% | $50,000 | $20,250 | 46.0% | 20.0% | 5.0% | 29.0% | Jay Ireland, President & CEO-GEAM |
| 16 | 14 | Ohio Public Employees | $69,619 | -17.4% | $69,378 | $241 | 59.2% | 28.6% | 1.3% | 10.9% | Jennifer Hom, Director-Investments |
| 17 | 17 | Boeing | $68,999 | -14.9% | $42,472 | $26,527 | 31.0% | 50.0% | 19.0% | Mark Schmid, VP & CIO (DB); Brad Leak, Director-Inv. Strat. & Asset Alloc. (DC) | |
| 18 | 18 | Ohio State Teachers | $62,904 | -20.0% | $62,611 | $293 | 68.0% | 16.3% | 0.1% | 15.6% | Mike Nehf, Executive Director |
| 19 | 20 | Washington State Board | $61,538 | -13.8% | $53,091 | $8,447 | 35.2% | 23.0% | 0.1% | 41.7% | Joe Dear, Executive Director |
| 20 | 22 | Michigan Retirement | $57,195 | -15.7% | $52,801 | $4,394 | 51.1% | 17.2% | 2.1% | 29.6% | Jon M. Braeutigam, CIO |
| 21 | 23 | Oregon Public Employees | $55,304 | -17.0% | $54,378 | $926 | 45.0% | 26.0% | 29.0% | Ron Schmitz, CIO (DB); Michael Viteri, Investment Officer (DC) | |
| 22 | 21 | Pennsylvania School Employees | $54,666 | -20.4% | $54,666 | 46.5% | 21.8% | 2.5% | 29.2% | Alan Van Noord, CIO | |
| 23 | 19 | Verizon | $51,846 | -18.7% | $33,579 | $18,267 | 49.2% | 16.2% | 34.6% | William F. Heitmann, President-VIMCO | |
| 24 | 24 | Virginia Retirement | $50,434 | -16.9% | $49,251 | $1,183 | 54.1% | 20.0% | 0.3% | 25.6% | Charles W. Grant, CIO (DB); Larry D. Kicher, COO-Investments (DC) |
| 25 | 26 | Ford Motor | $48,789 | -15.2% | $39,530 | $9,259 | |||||
| 26 | 25 | University of California | $47,131 | -20.9% | $37,306 | $9,825 | 58.3% | 29.4% | 1.3% | 11.0% | Marie Berggren, CIO |
| 27 | 28 | Georgia Teachers | $46,642 | -14.0% | $46,642 | 55.8% | 40.5% | 3.7% | Charles W. Cary Jr., CIO | ||
| 28 | 27 | Minnesota State Board | $46,519 | -15.4% | $42,255 | $4,264 | 56.6% | 26.0% | 2.4% | 15.0% | Howard Bicker, Executive Director (DB); James E. Heidelberg, Manager-Public Programs (DC) |
| 29 | 29 | Massachusetts PRIM | $45,362 | -13.9% | $45,362 | 52.8% | 19.1% | 0.3% | 27.8% | Michael Travaglini, Executive Director | |
| 30 | 30 | Lockheed Martin | $43,758 | -14.9% | $22,640 | $21,118 | 55.7% | 24.5% | 1.5% | 18.3% | Chris Li, CIO |
| 31 | 31 | Alcatel-Lucent | $41,329 | -14.8% | $34,972 | $6,357 | 19.4% | 62.4% | 18.2% | Jeanmarie Grisi, CIO | |
| 32 | 32 | Colorado Employees | $36,612 | -15.4% | $35,108 | $1,504 | 53.8% | 25.7% | 0.6% | 19.9% | Jennifer Paquette, CIO (DB); Jim Liptak, Director-Equities (DC) |
| 33 | 35 | United Nations Joint Staff | $35,435 | -14.2% | $35,435 | Bernard Cocheme, CEO | |||||
| 34 | 34 | Los Angeles County Employees | $35,224 | -15.2% | $35,224 | 47.2% | 29.1% | 1.3% | 22.4% | Lisa Mazzocco, CIO | |
| 35 | 33 | Illinois Teachers | $34,108 | -19.4% | $34,108 | 51.9% | 18.0% | 0.3% | 29.8% | Jon Bauman, Executive Director | |
| 36 | 36 | Maryland State Retirement | $32,683 | -18.5% | $32,683 | 60.4% | 26.2% | 1.0% | 12.4% | Mansco Perry III, CIO | |
| 37 | 37 | Northrop Grumman | $31,890 | -15.1% | $19,748 | $12,142 | 25.6% | 42.7% | 6.1% | 25.6% | Raj Chandhok, VP-Investments & Trust Admin. |
| 38 | 38 | Pennsylvania Employees | $31,144 | -16.5% | $29,483 | $1,661 | 39.1% | 15.3% | 45.6% | John Winchester, CIO (DB); Francis Donlevy, CFO (DC) | |
| 39 | 46 | Teamsters, Western Conference | $30,280 | -7.1% | $30,280 | 51.9% | 29.3% | 0.9% | 17.9% | Alan D. Biller, President, Alan D. Biller | |
| 40 | 41 | Tennessee Consolidated | $30,253 | -12.0% | $29,156 | $1,097 | 47.9% | 45.0% | 2.2% | 4.9% | Michael Brakebill, CIO (DB); Beth Chapman, Director-Deferred Compensation (DC) |
| 41 | 39/818 | Bank of America | $28,500 | -21.0% | $15,500 | $13,000 | 66.0% | 29.0% | 5.0% | David Andreasen, SVP-Retirement Plan Investments | |
| 42 | 40 | Exxon Mobil | $28,000 | -18.6% | $8,200 | $19,800 | C.M. FitzGerald, Manager-Benefits Finance & Inv. | ||||
| 43 | 43 | Alabama Retirement | $27,593 | -17.1% | $26,448 | $1,145 | 55.8% | 28.9% | 2.5% | 12.8% | David G. Bronner, CEO |
| 44 | 44 | United Technologies | $27,501 | -16.4% | $13,885 | $13,616 | 54.0% | 25.0% | 21.0% | Robin L. Diamonte, CIO (DB); Kevin T. Hanney, Director-Portfolio Investments (DC) | |
| 45 | 42 | Chrysler | $26,558 | -18.3% | $21,632 | $4,926 | Doug Brown, Asst. Treasurer & CIO | ||||
| 46 | 45 | National Railroad | $25,346 | -22.5% | $25,346 | 61.0% | 33.0% | 1.0% | 5.0% | Catherine Lynch, CEO & CIO | |
| 47 | 47 | Missouri Public Schools | $24,612 | -16.6% | $24,612 | 51.9% | 31.4% | 0.2% | 16.5% | Craig A. Husting, CIO | |
| 48 | 52 | Utah State Retirement | $24,506 | -7.7% | $21,930 | $2,576 | Robert Newman, Executive Director | ||||
| 49 | 49 | South Carolina Retirement | $24,480 | -16.4% | $23,858 | $622 | 42.8% | 44.7% | 12.5% | Robert Borden, CIO (DB); Travis J. Turner, Asst. Director (DC) | |
| 50 | 48 | DuPont | $24,359 | -17.5% | $15,678 | $8,681 | 50.3% | 26.3% | 23.4% | Valerie J. Sill, President & CEO-DuPont Capital | |
| 51 | 55 | United Parcel Service | $23,609 | -9.2% | $15,138 | $8,471 | 46.4% | 24.9% | 0.6% | 28.1% | Brian Pellegrino, Investment Manager (DB); Mary Ann Tweddle, Retirement & Fin'l Portfolio Mgr. (DC) |
| 52 | 50 | Arizona State Retirement | $23,590 | -16.6% | $23,590 | 67.0% | 28.0% | 5.0% | Paul Matson, Director | ||
| 53 | 56 | Connecticut Retirement | $23,568 | -9.0% | $23,568 | 52.5% | 28.5% | 7.0% | 12.0% | Denise Nappier, State Treasurer | |
| 54 | 53 | Raytheon | $22,797 | -13.2% | $12,836 | $9,961 | |||||
| 55 | 51 | Texas Employees | $21,944 | -17.8% | $20,637 | $1,307 | 59.7% | 39.8% | 0.1% | 0.4% | Jacqueline Johnson, Deputy Executive Director-Invest. (DB); John Poth, Investment Analyst (DC) |
| 56 | 54 | Citigroup | $21,228 | -18.4% | $11,817 | $9,411 | 14.0% | 33.0% | 6.0% | 47.0% | Pantelis Apessos, Director-Strategy & Investments (DB); Leonardo Rodriguez, Sr. Investment Officer (DC) |
| 57 | 64 | Teamsters, Central States | $21,212 | -0.8% | $21,212 | 70.0% | 30.0% | Mark Angerame, CFO | |||
| 58 | 59 | Iowa Public Employees | $20,649 | -13.1% | $20,649 | 37.1% | 41.0% | 0.7% | 21.2% | Karl Koch, CIO | |
| 59 | 60 | Nevada Public Employees | $20,592 | -11.9% | $20,592 | 54.3% | 36.9% | 0.1% | 8.7% | Ken Lambert, Investment Officer | |
| 60 | 58 | Illinois Municipal | $20,567 | -15.3% | $20,567 | 52.1% | 39.9% | 0.5% | 7.5% | Walter J. Koziol, Director-Investments | |
| 61 | 82/157 | Hewlett-Packard | $20,113 | -21.2% | $7,313 | $12,800 | Kenneth Frier, VP-Corporate Treasury | ||||
| 62 | 61 | JPMorgan Chase | $19,888 | -19.3% | $8,092 | $11,796 | 40.0% | 20.0% | 5.0% | 35.0% | |
| 63 | 63 | Chevron | $19,419 | -15.7% | $6,684 | $12,735 | |||||
| 64 | 57 | Honeywell | $18,948 | -22.5% | $10,985 | $7,963 | 64.0% | 16.0% | 1.0% | 19.0% | Harsh Bansal, VP-Investments |
| 65 | 62 | Mississippi Employees | $18,815 | -19.0% | $17,824 | $991 | 67.0% | 26.0% | 1.0% | 6.0% | Lorrie Tingle, CIO |
| 66 | 74 | Dow Chemical | $18,667 | -0.1% | $13,246 | $5,421 | Gary J. McGuire, Global Director-Portfolio Invest. | ||||
| 67 | 67 | State Farm | $17,463 | -8.7% | $11,371 | $6,092 | |||||
| 68 | 71 | Alaska Retirement | $17,377 | -7.7% | $14,142 | $3,235 | 50.0% | 19.3% | 0.1% | 30.6% | Gary Bader, CIO |
| 69 | 68 | Procter & Gamble | $17,100 | -10.2% | $1,751 | $15,349 | David Tiersch, Director-Pension Investments | ||||
| 70 | 66 | FedEx | $16,918 | -14.6% | $10,072 | $6,846 | |||||
| 71 | 69 | Kaiser | $16,893 | -10.4% | $9,831 | $7,062 | 62.0% | 35.0% | 1.0% | 2.0% | William D. Lee, VP-Pensions & Investments |
| 72 | 70 | Shell Oil | $16,831 | -10.6% | $8,010 | $8,821 | |||||
| 73 | 65 | American Airlines | $16,664 | -21.9% | $7,258 | $9,406 | 46.0% | 43.0% | 11.0% | William Quinn, Chairman & CEO-ABA | |
| 74 | 73 | 3M | $16,241 | -13.4% | $9,745 | $6,496 | |||||
| 75 | 76 | Wells Fargo | $16,164 | -7.9% | $4,568 | $11,596 | 54.0% | 36.0% | 3.0% | 7.0% | Tom Hooley, SVP & Managing Director |
| 76 | 72 | San Francisco City & County | $15,943 | -15.0% | $14,376 | $1,567 | 45.0% | 30.9% | 0.3% | 23.8% | David Kushner, Deputy Director-Investments (DB); Carol Cypert, Deferred Compensation Manager (DC) |
| 77 | 78 | United Methodist Church | $14,754 | -13.4% | $3,098 | $11,656 | 55.7% | 36.3% | 8.0% | David Zellner, CIO | |
| 78 | 89 | Prudential | $14,562 | -6.4% | $9,259 | $5,303 | 14.0% | 72.0% | 3.0% | 11.0% | L. Randolph Hood, CIO |
| 79 | 79 | Texas County & District | $14,389 | -15.1% | $14,389 | 51.9% | 33.5% | 3.2% | 11.4% | Paul Williams, Investment Officer | |
| 80 | 104 | Texas Municipal Retirement | $14,121 | 2.7% | $14,121 | 7.6% | 92.0% | 0.4% | Eric Henry, Executive Director & CIO | ||
| 81 | 75 | BP America | $14,100 | -22.1% | $6,100 | $8,000 | 60.0% | 25.0% | 15.0% | Greg Williamson, Director-Trust Investments | |
| 82 | 77 | Indiana Public Employees | $13,969 | -18.7% | $13,300 | $669 | 65.3% | 26.0% | 0.5% | 8.2% | Terren B. Magid, Executive Director |
| 83 | 81 | Georgia Employees | $13,964 | -16.6% | $13,964 | 56.0% | 40.6% | 3.3% | Charles W. Cary Jr., CIO | ||
| 84 | 92 | World Bank | $13,800 | -6.1% | $13,800 | ||||||
| 85 | 80 | Illinois State Universities | $13,691 | -19.0% | $13,115 | $576 | 60.6% | 26.7% | 1.2% | 11.5% | Daniel L. Allen, CIO |
| 86 | 84 | Los Angeles Fire & Police | $13,219 | -17.9% | $13,219 | 58.8% | 23.7% | 1.2% | 16.3% | Tom Lopez, CIO | |
| 87 | 83 | Caterpillar | $13,218 | -20.2% | $8,216 | $5,002 | 66.3% | 33.5% | 0.2% | Blane Grinstead, Director-Benefit Investments | |
| 88 | 94/423 | Wachovia | $13,188 | -23.9% | $5,046 | $8,142 | 54.7% | 33.4% | 1.8% | 10.1% | Roderick P. Hoover Jr., SVP & Benefits/BOLI Asset Mgr. |
| 89 | 87 | Kentucky Teachers | $13,181 | -15.8% | $13,181 | 62.2% | 32.5% | 1.1% | 4.2% | Gary Harbin, Executive Secretary | |
| 90 | 85 | Louisiana Teachers | $13,050 | -17.8% | $13,050 | 60.0% | 21.0% | 19.0% | Robert S. Leggett, CIO | ||
| 91 | 88 | Illinois State Board | $12,930 | -17.1% | $10,319 | $2,611 | 45.0% | 25.0% | 2.0% | 28.0% | William Atwood, Executive Director (DB); Katherine A. Spinato, Deputy Executive Director (DC) |
| 92 | 90 | Delphi | $12,911 | -13.8% | $9,649 | $3,262 | |||||
| 93 | 96 | National Electric | $12,600 | -13.1% | $10,200 | $2,400 | 52.5% | 22.3% | 2.3% | 22.9% | Terrence Moloznik, Exec. Director-NEBF Investments (DB); John G. Good III, Exec. Director-NEAP Investments (DC) |
| 94 | 98 | Johnson & Johnson | $12,596 | -12.5% | $5,430 | $7,166 | 75.0% | 25.0% | Bill Rauh, Asst. Treasurer | ||
| 95 | 101 | Eastman Kodak | $12,500 | -12.0% | $5,900 | $6,600 | |||||
| 96 | 86 | Pfizer | $12,479 | -20.9% | $6,759 | $5,720 | 51.0% | 34.0% | 0.2% | 14.8% | Christi Fallon, Sr. Manager (DB); Richard Passov, Treasurer (DC) |
| 97 | 91 | General Dynamics | $12,333 | -16.4% | $5,565 | $6,768 | |||||
| 98 | 95 | PG&E | $11,974 | -17.8% | $7,853 | $4,121 | 51.1% | 43.6% | 0.4% | 4.9% | Peter Corippo, Director |
| 99 | 110 | ConocoPhillips | $11,868 | -7.3% | $2,670 | $9,198 | Cynthia Akagi, Manager-Trust Investments | ||||
| 100 | 100 | Kentucky Retirement | $11,700 | -18.1% | $11,700 | 52.5% | 37.0% | 2.2% | 8.4% | Bo Cracraft, Director-Equity Assets | |
| 101 | 97 | Exelon | $11,645 | -19.6% | $8,420 | $3,225 | George Shicora, Director-Investments | ||||
| 102 | 99 | Kansas Public Employees | $11,641 | -19.0% | $11,641 | 49.0% | 32.0% | 2.0% | 17.0% | Robert V. Smith, CIO | |
| 103 | 105 | Deere | $11,617 | -13.9% | $8,500 | $3,117 | 27.0% | 46.0% | 2.0% | 25.0% | Denny Schwartz, VP-Investments |
| 104 | 93 | Qwest | $11,344 | -22.5% | $8,616 | $2,728 | |||||
| 105 | 103 | New Mexico Public Employees | $11,049 | -20.1% | $10,749 | $300 | 64.6% | 27.5% | 1.1% | 6.8% | Terry Slattery, Executive Director |
| 106 | 102 | Kraft Foods | $10,941 | -22.6% | $6,123 | $4,818 | |||||
| 107 | 107 | International Paper | $10,878 | -17.4% | $7,100 | $3,778 | Robert Hunkeler, VP-Trust Investments | ||||
| 108 | 106 | Alcoa | $10,753 | -19.5% | $7,551 | $3,202 | 46.3% | 39.5% | 2.8% | 11.4% | Ron Barin, CIO |
| 109 | 123 | Siemens (USA) | $10,714 | -4.8% | $4,049 | $6,665 | Gerard Halpin, President & CEO | ||||
| 110 | 109 | Ohio Police & Fire | $10,681 | -17.4% | $10,681 | 60.9% | 20.5% | 0.6% | 18.0% | Theodore G. Hall, CIO | |
| 111 | 115 | MetLife | $10,673 | -8.0% | $5,941 | $4,732 | |||||
| 112 | 113 | Southern Co. | $10,519 | -12.9% | $6,549 | $3,970 | 60.5% | 14.0% | 0.5% | 25.0% | Brad Gates, Trust Analyst (DB); Tim Acklin, Trust Analyst (DC) |
| 113 | 111 | Chicago Teachers | $10,255 | -19.9% | $10,255 | 64.0% | 23.2% | 0.5% | 12.3% | Kevin Huber, Executive Director | |
| 114 | 121 | Federal Reserve Employees | $10,145 | -10.5% | $5,618 | $4,527 | 55.1% | 43.5% | 1.4% | Paul Lipson, CIO | |
| 115 | 117 | Idaho Public Employees | $9,937 | -15.3% | $9,646 | $291 | 53.6% | 32.2% | 0.2% | 14.0% | Robert M. Maynard, CIO |
| 116 | 116 | Hawaii Employees | $9,813 | -16.8% | $9,813 | 54.8% | 31.5% | 13.7% | David Shimabukuro, Administrator | ||
| 117 | 128 | New York State Deferred Comp. | $9,757 | -7.0% | $9,757 | Edward J. Lilly, Executive Director | |||||
| 118 | 118 | Los Angeles City Employees | $9,678 | -17.3% | $9,678 | 62.0% | 22.0% | 1.0% | 15.0% | Daniel P. Gallagher, CIO | |
| 119 | 114 | Ohio School Employees | $9,647 | -19.0% | $9,647 | 55.0% | 25.0% | 2.0% | 18.0% | Robert Cowman, Director-Investments | |
| 120 | 112 | Arkansas Teachers | $9,635 | -21.6% | $9,635 | 54.3% | 27.4% | 18.3% | G. Wayne Greathouse, Director-Public Markets | ||
| 121 | 120 | Maine State Retirement | $9,583 | -15.7% | $9,576 | $7 | 60.0% | 35.0% | 5.0% | Andrew Sawyer, CIO (DB); Chris Gianopoulos, Deputy Director (DC) | |
| 122 | 130 | Wal-Mart Stores | $9,529 | -7.3% | $9,529 | ||||||
| 123 | 134 | Weyerhaeuser | $9,501 | -5.0% | $6,935 | $2,566 | |||||
| 124 | 119 | Consolidated Edison | $9,475 | -17.6% | $7,284 | $2,191 | Robert Hoglund, SVP & CFO | ||||
| 125 | 124 | Koch Industries | $9,451 | -14.3% | $5,001 | $4,450 | Randy Bushman, CIO | ||||
| 126 | 122 | United States Steel | $9,445 | -16.5% | $8,526 | $919 | 61.8% | 28.2% | 5.0% | 5.0% | Gary A. Glynn, Pres., USS & Carnegie Pension |
| 127 | 131 | Abbott Laboratories | $8,998 | -12.2% | $3,625 | $5,373 | 57.0% | 28.0% | 15.0% | William Preece, Director-Retirement Funds | |
| 128 | 132 | Episcopal Church | $8,951 | -11.8% | $8,602 | $349 | 31.5% | 30.9% | 3.0% | 34.6% | Dennis Sullivan, President |
| 129 | 135 | 1199SEIU National | $8,865 | -11.0% | $8,847 | $18 | Lorraine Monchak, CIO | ||||
| 130 | 126 | Motorola | $8,845 | -18.5% | $3,838 | $5,007 | 71.0% | 28.0% | 1.0% | Andy Steiner, Asst. Treasurer-Investments | |
| 131 | 129 | Operating Eng. International | $8,839 | -14.6% | $8,839 | 29.6% | 41.0% | 29.4% | Michael R. Fanning, CEO | ||
| 132 | 140 | Xerox | $8,768 | -10.5% | $3,799 | $4,969 | |||||
| 133 | 125 | Altria | $8,692 | -20.0% | $4,603 | $4,089 | 57.3% | 33.2% | 9.4% | 0.1% | Elena Parrino, Director-Benefit Investments |
| 134 | 148 | PepsiCo | $8,383 | -12.1% | $5,054 | $3,329 | |||||
| 135 | 143 | Delta Air Lines | $8,355 | -14.3% | $4,492 | $3,863 | |||||
| 136 | 145 | Missouri State Employees | $8,336 | -13.9% | $7,006 | $1,330 | 46.3% | 25.0% | 0.7% | 28.0% | Rick Dahl, CIO (DB); Cindy Rehmeier, Manager-Deferred Comp. Program (DC) |
| 137 | 139 | Eli Lilly | $8,300 | -15.4% | $4,800 | $3,500 | 57.0% | 12.0% | 31.0% | Susan Ridlen, Asst. Treasurer | |
| 138 | 144 | Oklahoma Teachers | $8,188 | -15.5% | $7,879 | $309 | 64.0% | 34.0% | 2.0% | James R. Wilbanks, Executive Secretary | |
| 139 | 142 | National Rural Electric | $8,107 | -16.9% | $4,012 | $4,095 | 64.0% | 32.0% | 4.0% | Peter R. Morris, VP & CIO | |
| 140 | 153 | Boilermaker-Blacksmith | $8,062 | -13.3% | $7,174 | $888 | |||||
| 141 | 127 | Northwest Airlines | $8,036 | -25.9% | $4,794 | $3,242 | 64.0% | 21.2% | 0.1% | 14.7% | Teri Richardson, Director-Cash & Pension Invest. (DB); Terri Keimig, Director-Retirement (DC) |
| 142 | 138 | Sears Holdings | $8,032 | -18.3% | $3,702 | $4,330 | |||||
| 143 | 137 | Aetna | $7,985 | -19.3% | $4,680 | $3,305 | 61.0% | 26.0% | 13.0% | Russell P. Smith, Pension Director | |
| 144 | 147 | New Mexico Educational | $7,976 | -16.8% | $7,976 | 53.0% | 32.3% | 2.8% | 11.9% | Bob Jacksha, CIO | |
| 145 | 159 | New York City Deferred Comp. | $7,957 | -9.7% | $7,957 | Georgette Gestely, Director | |||||
| 146 | 183 | Electrical Ind., Joint Board | $7,914 | 5.7% | $2,177 | $5,737 | 29.5% | 44.8% | 9.4% | 16.3% | Larry Jacobson, Director-Investments |
| 147 | 146 | Intel | $7,903 | -18.4% | $203 | $7,700 | 13.0% | 86.0% | 1.0% | Stuart I. Odell Jr., Director-Retirement Investments | |
| 148 | 151 | Nebraska Investment Council | $7,811 | -16.1% | $6,253 | $1,558 | 54.9% | 33.1% | 0.1% | 11.9% | Gail Werner-Robertson, Chairwoman |
| 149 | 155 | Indiana Teachers | $7,810 | -12.3% | $4,729 | $3,081 | 54.0% | 27.0% | 19.0% | Tim Walsh, CIO | |
| 150 | 136 | J.C. Penney | $7,807 | -21.1% | $4,512 | $3,295 | 63.0% | 20.0% | 17.0% | Don Savarese, Benefits Investment Director | |
| 151 | 150 | Louisiana State Employees | $7,770 | -16.9% | $7,770 | 50.2% | 24.0% | 0.5% | 25.3% | Robert W. Beale, CIO | |
| 152 | 141 | Merck | $7,770 | -20.5% | $4,216 | $3,554 | 76.0% | 21.0% | 3.0% | Timothy Dillane, Director-Pension Investments | |
| 153 | 152 | I.A.M. National | $7,733 | -16.9% | $7,655 | $78 | 63.2% | 13.7% | 0.6% | 22.5% | |
| 154 | 149 | Tennessee Valley Authority | $7,517 | -20.0% | $6,326 | $1,191 | 52.5% | 35.7% | 3.3% | 8.5% | Randy A. Snyder, Executive Secretary |
| 155 | 154 | San Diego County | $7,500 | -15.8% | $7,500 | 42.5% | 35.6% | 1.6% | 20.3% | David Deutsch, CIO | |
| 156 | 163 | West Virginia Investment | $7,498 | -13.5% | $7,498 | 49.4% | 28.4% | 0.8% | 21.4% | Craig Slaughter, Executive Director | |
| 157 | 156 | National Grid | $7,487 | -15.8% | $4,627 | $2,860 | 49.6% | 30.8% | 3.4% | 16.2% | Terrence Bertrand, Director-Investment Mgmt. Dept. |
| 158 | 167 | South Dakota | $7,450 | -10.2% | $7,312 | $138 | 19.6% | 1.3% | 79.1% | Matt Clark, State Investment Officer | |
| 159 | 158 | GlaxoSmithKline | $7,324 | -17.0% | $3,268 | $4,056 | 47.0% | 39.0% | 2.0% | 12.0% | Eileen Leahy, Asst. Treasurer-Benefits Finance |
| 160 | 161 | Rhode Island Employees | $7,295 | -16.7% | $7,105 | $190 | 58.8% | 26.3% | 0.3% | 14.6% | Kenneth Goodreau, CIO |
| 161 | 166 | Allstate | $7,246 | -14.2% | $3,951 | $3,295 | David Walsh, Managing Director | ||||
| 162 | 164 | Bristol-Myers Squibb | $7,175 | -16.2% | $4,121 | $3,054 | Robert D. Ramnarine, Director-Pen. & Svgs. Inv. Mgmt. | ||||
| 163 | 187 | Delaware Public Employees | $7,096 | -4.3% | $7,096 | 54.6% | 22.9% | 4.4% | 18.1% | David Craik, Pension Administrator | |
| 164 | 169 | Dominion Resources | $7,067 | -11.9% | $4,580 | $2,487 | 43.0% | 22.0% | 1.0% | 34.0% | Bill McHugh, Asst. Treasurer-Asset Mgmt. |
| 165 | 170 | ITT | $7,024 | -12.0% | $4,942 | $2,082 | |||||
| 166 | 172 | Orange County | $7,008 | -11.7% | $7,008 | 37.9% | 31.2% | 1.1% | 29.8% | Shanta Chary, CIO | |
| 167 | 162 | Montana Board of Investments | $6,916 | -17.2% | $6,916 | 54.5% | 27.8% | 0.9% | 16.8% | Carroll South, Executive Director | |
| 168 | 108 | Merrill Lynch | $6,852 | -47.3% | $2,261 | $4,591 | |||||
| 169 | 185 | Ohio Deferred Comp. | $6,809 | -8.7% | $6,809 | Keith Overly, Executive Director | |||||
| 170 | 178 | Los Angeles Water & Power | $6,778 | -12.4% | $6,778 | 51.1% | 40.7% | 4.7% | 3.6% | Sangeeta Bhatia, Retirement Plan Manager | |
| 171 | 171 | Walt Disney | $6,755 | -15.0% | $4,202 | $2,553 | 46.0% | 34.0% | 20.0% | Mitchell K. Polon, VP-Fin'l Risk Mgmt. & Invest. | |
| 172 | 168 | Presbyterian Church | $6,697 | -18.7% | $6,457 | $240 | 59.4% | 29.0% | 1.3% | 10.3% | Judith D. Freyer, SVP, Treasurer & CIO |
| 173 | 133 | Time Warner | $6,657 | -33.7% | $2,932 | $3,725 | |||||
| 174 | 177 | FirstEnergy | $6,604 | -15.0% | $4,307 | $2,297 | 54.2% | 32.8% | 0.9% | 12.1% | Don Perrine, Director-Investment Management |
| 175 | 175 | Cook County Employees | $6,600 | -15.4% | $6,600 | 60.8% | 35.8% | 0.2% | 3.2% | Daniel R. Degnan, Executive Director | |
| 176 | 160 | SUPERVALU | $6,569 | -25.2% | $1,433 | $5,136 | Gary D. Martin, VP-Pension Investments | ||||
| 177 | 199 | UFCW Industry, Ill. | $6,535 | -5.8% | $6,535 | ||||||
| 178 | 180 | Bank of New York Mellon | $6,445 | -14.7% | $3,220 | $3,225 | 56.0% | 34.0% | 10.0% | Mark Kuzma, Director-Pension Investments | |
| 179 | 179 | CBS | $6,436 | -15.6% | $3,224 | $3,212 | 26.6% | 69.2% | 0.8% | 3.4% | J. Kenneth Hill, VP & Asst. Treasurer |
| 180 | 176 | American Electric | $6,402 | -17.9% | $3,607 | $2,795 | 53.3% | 38.7% | 1.2% | 6.8% | J. Steven Kiser, Director-Trusts & Investments |
| 181 | 188 | Oklahoma Public Employees | $6,390 | -13.1% | $5,863 | $527 | 58.0% | 41.0% | 1.0% | Tom Spencer, Executive Director (DB); Ray Pool, Administrator (DC) | |
| 182 | 193 | California Savings Plus | $6,384 | -12.5% | $6,384 | Michelle Berklacich, Administrator | |||||
| 183 | 181 | Target | $6,272 | -16.9% | $1,855 | $4,417 | 40.0% | 22.0% | 1.0% | 37.0% | Jeff Bailey, Director-Benefits Finance |
| 184 | 174 | Duke Energy | $6,229 | -21.1% | $3,336 | $2,893 | 61.0% | 33.0% | 1.0% | 5.0% | S.L. Love, General Mgr.-LT Inv. & Asst. Tr. |
| 185 | 186 | Hartford Financial | $6,202 | -16.5% | $3,551 | $2,651 | |||||
| 186 | 173 | Unisys | $6,193 | -21.6% | $4,193 | $2,000 | |||||
| 187 | 202 | Liberty Mutual | $6,190 | -8.2% | $3,170 | $3,020 | |||||
| 188 | 208 | General Mills | $6,162 | -5.4% | $4,129 | $2,033 | |||||
| 189 | 189 | FMR | $6,155 | -16.3% | $577 | $5,578 | |||||
| 190 | 191 | Arizona Public Safety | $6,108 | -16.6% | $6,108 | 63.1% | 20.9% | 3.4% | 12.6% | James Hacking, Administrator | |
| 191 | 194 | IMF | $6,108 | -15.0% | $6,108 | 48.9% | 20.2% | 0.1% | 30.8% | Kenneth M. Miranda, Director-Investment Office | |
| 192 | 192 | Reynolds American | $6,047 | -17.2% | $4,537 | $1,510 | |||||
| 193 | 211 | Anheuser-Busch | $6,027 | -6.7% | $2,175 | $3,852 | 68.0% | 26.0% | 1.0% | 5.0% | Daniel Kraus, Asst. Treasurer |
| 194 | 196 | Sacramento County | $6,023 | -15.5% | $5,474 | $549 | 49.7% | 21.1% | 2.2% | 27.0% | Jeffrey W. States, CIO (DB); Mari Lynn Shimamoto, CIO (DC) |
| 195 | 184 | Southern California Edison | $5,932 | -20.5% | $2,827 | $3,105 | 63.6% | 26.2% | 6.5% | 3.7% | David Ertel, Director-Investments |
| 196 | 195 | Wyeth | $5,914 | -17.6% | $3,379 | $2,535 | 56.1% | 30.9% | 13.0% | Richard J. Fichtel, Director-Benefit Plan Investments | |
| 197 | 217 | Los Angeles County Deferred | $5,834 | -5.7% | $5,834 | ||||||
| 198 | 165 | Morgan Stanley | $5,827 | -31.4% | $1,785 | $4,042 | |||||
| 199 | 200 | Wyoming Retirement | $5,750 | -15.8% | $5,477 | $273 | 58.3% | 31.1% | 10.6% | Thomas Williams, Executive Director | |
| 200 | 206 | Goodyear Tire & Rubber | $5,715 | -13.6% | $3,866 | $1,849 | |||||
| Top 200 total | $4,718,256 | ||||||||||
Reproductions and distribution of the above news story are strictly prohibited. To order reprints and/or request permission to use the article in full or partial format please contact our Reprint Sales Manager at (732) 723-0569.
P&I Online Features
Survey: Social media wins followers
Social media — the likes of Facebook, LinkedIn and Twitter — will become more critical tools over the next year for executives at pension funds, money managers and consultants, a survey by Pensions & Investments shows.
By Gregory CrawfordFinancial Engines' growth bet
On the threshold of turning the corner financially, Financial Engines Inc. is trying to fuel its growth in the defined contribution arena through an initial public offering.
By Robert Steyer
Recovery trumps proposed tax on carried interest, lobbyists say
A proposal by President Barack Obama to tax the carried interest of hedge funds and other investment partnerships as ordinary income appears to be dead on arrival — at least this year — because key lawmakers fear the change would undermine the nation's economic recovery, financial industry lobbyists said.
By Doug HalonenAdvertisement
