Data Store

The following products are Excel databases of P&I's annual surveys that appear in print and online. For complete online access to P&I's wealth of information, consider the benefits of a P&I Research Center subscription.

Index Manager Directory

Pensions & Investments profiles and ranks the largest managers of indexed assets. Details include worldwide assets under internal indexed management, U.S.-based client assets under internal indexed management, assets managed through mutual funds, U.S. institutional tax-exempt assets under internal indexed management, assets in enhanced indexing, and assets managed for defined benefit plans and defined contribution plans.

Year Price Year Price
2014 $695 2013 $395

The P&I 1,000: Largest Retirement Funds

The 1,000 largest U.S. pension plans by defined benefit and defined contribution assets. Breakdowns include amount invested in equities, fixed income, private equity, real estate equity, hedge funds and numerous other investments. Additional information includes plans which utilize an LDI strategy, assets by type of defined contribution plan and target-date fund assets.

Year Price Year Price
2013 $2,795 2002 $1,995
2012 $2,250 2001 $1,995
2011 $1,995 2000 $1,995
2010 $1,995 1999 $1,995
2009 $1,995 1998 $1,995
2008 $1,995 1997 $1,995
2007 $1,995 1996 $1,995
2006 $1,995 1994 $1,995
2005 $1,995 1993 $1,995
2004 $1,995 1992 $1,995
2003 $1,995

Corporate 100: Top Defined Benefit Plans

Pensions & Investments' Corporate 100 spreadsheet provides the information needed to identify trends of large corporate defined benefit pension plans. Data for the top 100 corporate pension plans includes funding status, actual asset allocation, assumed rates of return, contributions, and other key plan metrics.

Year Price Year Price
2013 $1,295 2008 $495
2012 $795 2007 $495
2011 $495 2006 $495
2010 $495 2005 $495
2009 $495

Public 100: Top Defined Benefit Plans

Pensions & Investments' Public 100 spreadsheet provides the information needed to identify trends of large public defined benefit pension plans. Data for the top 100 public pension plans includes funding status, asset allocation (actual, target, and ranges), investment returns (plan and asset class), assumed rates of return, contributions, and other key plan metrics. General contact information is also included for all plans.

Year Price Year Price
2012 $1,295 2008 $495
2011 $795 2007 $495
2010 $495 2006 $495
2009 $495 2005 $495

Investment Outsourcing Money Manager Directory

The leading money managers for institutional outsourcing. Details include assets, assets under management, clients, level of investment discretion, and vehicle type.

Year Price Year Price
2014 $1,095 2013 $495

Money Manager Directory

The leading institutional asset managers for U.S.-based retirement plans, endowments and foundations, with breakouts by asset mix, asset class, equity styles and overlay strategies, plus total assets managed in absolute-return strategies, hedge funds and mutual funds.

Year Price Year Price
2014 $2,295 2002 $595
2013 $995 2001 $595
2012 $595 2000 $595
2011 $595 1999 $595
2010 $595 1998 $595
2009 $595 1997 $595
2008 $595 1996 $595
2007 $595 1995 $595
2006 $595 1994 $595
2005 $595 1993 $595
2004 $595 1992 $595
2003 $595

Real Estate Manager Directory

Firms with investment management responsibility for real estate equity and related assets, all net of leverage, and including commitments, with segmentation by property type and region, and separate categories for real estate investment trusts and REIT securities.

Year Price Year Price
2014 $1,095 2005 $295
2013 $495 2004 $295
2012 $295 2003 $295
2011 $295 2002 $295
2010 $295 2001 $295
2009 $295 2000 $295
2008 $295 1999 $295
2007 $295 1998 $295
2006 $295

Defined Contribution Money Manager Directory

DC plan asset managers, with breakouts by plan type, asset mix, investment vehicle, asset class and asset allocation strategies. The DC Money Manager Directory is a subset of the Money Manager Directory.

Year Price Year Price
2014 $1,095 2003 $295
2013 $495 2002 $295
2012 $295 2001 $295
2011 $295 2000 $295
2010 $295 1999 $295
2008 $295 1998 $295
2007 $295 1997 $295
2004 $295

Mutual Funds Most Used by Defined Contribution Plans

Fund managers, and the proprietary mutual funds most heavily invested for DC plans, including fund name, ticker symbol and DC assets.

Year Price Year Price
2014 $695 2005 $195
2013 $395 2004 $195
2012 $195 2003 $195
2011 $195 2002 $195
2010 $195 2001 $195
2009 $195 2000 $195
2008 $195 1999 $195
2007 $195 1998 $195
2006 $195 1997 $195

Consultant Directory

Investment management consultants providing advice to retirement plan sponsors and other tax-exempt institutions, with details on specific services, such as manager searches, client types and fee structure.

Year Price Year Price
2014 $1,295 2008 $495
2013 $795 2006 $495
2012 $495 2004 $495
2011 $495 2002 $495
2010 $495 2000 $495
2009 $495

Defined Contribution Record Keeper Directory

Providers of DC record-keeping services by number of plan sponsors and participants, and assets under record keeping, and breakouts by client type and staffing.

Year Price Year Price
2014 $695 2004 $195
2013 $395 2003 $195
2012 $195 2002 $195
2011 $195 2001 $195
2010 $195 2000 $195
2009 $195 1999 $195
2006 $195 1998 $195
2005 $195 1997 $195

P&I's Excel databases include information on firms managing, record keeping or advising U.S. institutional, tax-exempt assets. For manager directories, fields typically include total assets, institutional assets and U.S. institutional, tax-exempt assets, with additional categories tailored to the focus of each particular directory. For further details on the exact content of each directory, please refer to the latest associated questionnaire and sample Excel file.

To purchase any subset of data provided by our Data Store, please contact Paul Margolis at 212-210-0244 or pmargolis@pionline.com.

For specific questions related to the content of the data send an email to Anthony Scuderi at ascuderi@pionline.com.

Schedule of recent, current, and upcoming surveys.