The total assets of the largest 1,000 U.S. retirement plans reached a record $10.326 trillion as of Sept. 30, up 10% from a year earlier, thanks in part to outstanding market returns, P&I's annual survey finds.
Each year P&I collects data on the largest 1,000 U.S. retirement plans. With data animation, viewers can easily compare size, scope and changes in allocations.
Total assets of the largest 1,000 U.S. retirement plans grew more than 6% by the end of the third quarter 2016, Pensions & Investments' annual survey found.
P&I each year collects data on the largest 1,000 U.S. retirement plans. With data animation, viewers can easily compare size, scope, location and changes in allocations.
John Skjervem, CIO at the Oregon State Treasury, compared asset allocation to classic rock bands. He also discussed reasons for the Oregon Public Employees Retirement Fund's increase in alternatives.
Frank Varano, senior manager of pensions and investments at WestRock Co., explained how the pension fund uses two OCIOs to reduce volatility and risk in its portfolio.
Assets of the largest 1,000 U.S. retirement plans totaled $8.84 trillion on Sept. 30, a dip of 2.3% from a year earlier.
Total assets of the largest 1,000 U.S. retirement plans grew 8.5% to $9.055 trillion on Sept. 30, Pensions & Investments' annual survey found.
Top 1,000 retirement funds surpass $8.3 trillion mark.
Total retirement assets for the Top 1000 universe of defined benefit and defined contribution plans jumped 12.3% in 2012.
Retirement plans gain 2% for the year despite 3rd-quarter equity bloodbath.
2010 was a year of recovery for pension funds.
The market was recovering, but the assets continued to decline as the nation's 1,000 largest retirement plans continued to struggle with the remnants of recession.
U.S. retirement funds lost almost $1 trillion of their value in the year ended Sept. 30, the worst decline in the 30 years Pensions & Investments has tracked the largest 1,000 plans.