Skip to main content
MENU
Subscribe
  • Subscribe
  • Account
  • LOGIN
  • Topics
    • Alternatives
    • Consultants
    • Coronavirus
    • Courts
    • Defined Contribution
    • ESG
    • ETFs
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Opinion
    • Partner Content
    • Pension Funds
    • Private Equity
    • Real Estate
    • Russia-Ukraine War
    • SECURE Act 2.0
    • Special Reports
    • White Papers
  • Rankings & Awards
    • 1,000 Largest Retirement Plans
    • Top-Performing Managers
    • Largest Money Managers
    • DC Money Managers
    • DC Record Keepers
    • Largest Hedge Fund Managers
    • World's Largest Retirement Funds
    • Best Places to Work in Money Management
    • Excellence & Innovation Awards
    • WPS Innovation Awards
    • Eddy Awards
  • ETFs
    • Latest ETF News
    • Fund Screener
    • Education Center
    • Equities
    • Fixed Income
    • Commodities
    • Actively Managed
    • Alternatives
    • ESG Rated
  • ESG
    • Latest ESG News
    • The Institutional Investor’s Guide to ESG Investing
    • ESG Sustainability - Gaining Momentum
    • Climate Change: The Inescapable Opportunity
    • Impact Investing
    • 2022 ESG Investing Conference
    • ESG Rated ETFs
  • Defined Contribution
    • Latest DC News
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • Trends in DC: Focus on Retirement Income
    • 2022 Defined Contribution East Conference
    • 2022 DC Investment Lineup Conference
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Performance Data
    • P&I Research Center
    • Earnings Tracker
    • Endowment Returns Tracker
    • Corporate Pension Contribution Tracker
    • Pension Fund Returns Tracker
    • Pension Risk Transfer Database
    • Future of Investments Research Series
    • Charts & Infographics
    • Polls
  • Careers
  • Events
    • View All Conferences
    • View All Webinars
    • 2022 Retirement Income Conference
    • 2022 Managing Pension Risk & Liabilities
    • 2022 WorldPensionSummit
Breadcrumb
  1. Home
  2. Print
August 05, 1996 01:00 AM

SPECIAL REPORT: DEFINED CONTRIBUTION

  • Tweet
  • Share
  • Share
  • Email
  • More
    Reprints Print

    John Hancock Financial

    Services

    P.O. Box 111, John Hancock Place, Boston, Mass. 02117; phone: (617) 572-6000; fax: (617) 572-5029

    ($ millions)

    Total DC assets13,017

    Internally managed DC13,017

    John Hancock Funds

    101 Huntington Ave., Boston, Mass. 02199; phone: (617) 375-1500; fax: (617) 375-4710

    ($ millions)

    Total DC assets2,000

    Plan type:

    401(k)1,960

    403(b)40

    Internally managed DC1,900

    Client contact: Edward J. Lavelle

    Hellman, Jordan

    Management Co. Inc.

    75 State St., Suite 2420, Boston, Mass. 02109; phone: (617) 261-9800; fax: (617) 261-9801

    ($ millions)

    Total DC assets101

    Plan type:

    Profit sharing101

    Investment vehicle:

    Separate accounts101

    Asset mix:

    Stocks95%

    Cash5%

    Internally managed DC101

    Client contact: David M. Driscoll

    Heritage Investors

    Management Corp.

    7101 Wisconsin Ave., Suite 1112, Bethesda, Md. 20514; phone: (301) 951-0440; fax: (301) 951-4954

    ($ millions)

    Total DC assets93

    Plan type:

    401(k)1

    Other92

    Investment vehicle:

    Separate accounts93

    Asset mix:

    Stocks30%

    Bonds60%

    Cash10%

    Internally managed DC93

    Client contact: Michael Cornfeld

    Holt-Smith & Renk

    Investment Management

    4274 E. Towne Blvd., Suite 204, Madison, Wis. 53704; phone: (608) 249-4488; fax: (608) 249-7988

    ($ millions)

    Total DC assets5

    Plan type:

    401(k)5

    Investment vehicle:

    Separate accounts5

    Asset mix:

    Stocks79%

    Bonds21%

    Internally managed DC5

    Client contact: Marilyn Holt-Smith

    Hotchkis and Wiley

    800 W. Sixth St., Fifth Floor, Los Angeles, Calif. 90017; phone: (213) 362-8888; fax: (213) 623-7880

    ($ millions)

    Total DC assets476

    Plan type:

    401(k)476

    Investment vehicle:

    Separate accounts476

    Life cycle assets45

    Asset mix:

    Stocks75%

    Bonds22%

    Cash3%

    Internally managed DC476

    Client contact: Don A. Steinbrugge

    ICM Asset Management Inc.

    601 W. Main Ave., Suite 917, Spokane, Wash. 99201; phone: (509) 455-3588; fax: (509) 455-7159

    ($ millions)

    Total DC assets244

    Investment vehicle:

    Separate accounts244

    Asset mix:

    Stocks83%

    Bonds9%

    Cash8%

    Internally managed DC244

    Client contact: Brian Cathcart

    ICMA Retirement Corp.

    777 N. Capitol St. N.E., Washington, D.C. 20002; phone: (202) 962-4600; fax: (202) 962-4601

    ($ millions)

    Total DC assets4,919

    Plan type:

    401(k)648

    4574,171

    Other100

    Investment vehicle:

    Mutual funds109

    Separate accounts4,645

    Other commingled165

    Life cycle assets573

    Asset mix:

    Stocks46%

    Bonds4%

    Cash1%

    Stable value49%

    Internally managed DC2,424

    Client contact: Bob Barkin

    Institutional Capital Corp.

    225 W. Wacker Drive, Suite 2400, Chicago, Ill. 60606; phone: (312) 424-9100; fax: (312) 424-9187

    ($ millions)

    Total DC assets839

    Plan type:

    401(k)839

    Investment vehicle:

    Separate accounts839

    Asset mix:

    Stocks89%

    Bonds2%

    Cash9%

    Internally managed DC839

    Client contact: Gary S. Maurer

    INVESCO Funds Group

    1315 Peachtree St. N.E., Suite 500, Atlanta, Ga. 30309; phone: (800) 221-8775; fax: (404) 892-5103

    Recommended for You
    Read the print edition of P&I
    Read the print edition of P&I
    How low is low? Projections say it's not low enough
    How low is low? Projections say it's not low enough
    FINRA honors Wharton's Olivia Mitchell with Ketchum Prize
    FINRA honors Wharton's Olivia Mitchell with Ketchum Prize
    New SEC Rule on Fair Pricing Determination Needs Careful Consideration
    Sponsored Content: New SEC Rule on Fair Pricing Determination Needs Careful Consideration

    Reader Poll

    June 6, 2022
    SEE MORE POLLS >
    Sponsored
    White Papers
    Nearing the finish line: Ideas on end-state investing for corporate DB plans
    The Meaning of "Portfolio Intelligence"
    Credit Indices: Closing the Fixed Income Evolutionary Gap
    Forever in Style: Benchmarking with the Morningstar® Broad Style Indexes℠
    Crossroads: Politics, Inflation, & Bonds
    Is there a mid-cap gap in your DC plan?
    View More
    Sponsored Content
    Partner Content
    The Industrialization of ESG Investment
    For institutional investors, ETFs can make meeting liquidity needs easier
    Gold: the most effective commodity investment
    2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios
    Ten ways retirement plan professionals add value to plan sponsors
    Gold: an efficient hedge
    View More
    E-MAIL NEWSLETTERS

    Sign up and get the best of News delivered straight to your email inbox, free of charge. Choose your news – we will deliver.

    Subscribe Today
    July 4, 2022 page one

    Get access to the news, research and analysis of events affecting the retirement and institutional money management businesses from a worldwide network of reporters and editors.

    Subscribe
    Connect With Us
    • RSS
    • Twitter
    • Facebook
    • LinkedIn

    Our Mission

    To consistently deliver news, research and analysis to the executives who manage the flow of funds in the institutional investment market.

    About Us

    Main Office
    685 Third Avenue
    Tenth Floor
    New York, NY 10017-4036

    Chicago Office
    130 E. Randolph St.
    Suite 3200
    Chicago, IL 60601

    Contact Us

    Careers at Crain

    About Pensions & Investments

     

    Advertising
    • Media Kit
    • P&I Content Solutions
    • P&I Careers | Post a Job
    • Reprints & Permissions
    Resources
    • Subscribe
    • Newsletters
    • FAQ
    • P&I Research Center
    • Site map
    • Staff Directory
    Legal
    • Privacy Policy
    • Terms and Conditions
    • Privacy Request
    Pensions & Investments
    Copyright © 1996-2022. Crain Communications, Inc. All Rights Reserved.
    • Topics
      • Alternatives
      • Consultants
      • Coronavirus
      • Courts
      • Defined Contribution
      • ESG
      • ETFs
      • Hedge Funds
      • Industry Voices
      • Investing
      • Money Management
      • Opinion
      • Partner Content
      • Pension Funds
      • Private Equity
      • Real Estate
      • Russia-Ukraine War
      • SECURE Act 2.0
      • Special Reports
      • White Papers
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • ESG Sustainability - Gaining Momentum
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
      • Polls
    • Careers
    • Events
      • View All Conferences
      • View All Webinars
      • 2022 Retirement Income Conference
      • 2022 Managing Pension Risk & Liabilities
      • 2022 WorldPensionSummit