The information on employee benefit funds contained in this special report was compiled in several steps.
Questionnaires were sent to more than 1,500 fund sponsors in Pensions & Investments' data base. The largest were identified from the questionnaires, follow-up telephone calls and a cross-check with information supplied by Money Market Directories Inc., Charlottesville, Va., publisher of the 1997 Money Market Directory of Pension Funds and Their Investment Managers. Where no information was available from the fund, figures were taken from MMD or from the 1997 Nelson's Directory of Plan Sponsors.
Unless otherwise noted in the profiles, the data reflect fund operations as of Sept. 30, 1996.
In cases where the fund supplied data considered too old, P&I estimated the asset growth based on the most recent asset mix supplied by the fund sponsor or P&I's reported average asset mix for that particular type of fund, i.e. union, public or corporate.
The aggregate asset mixes for the various universes represent the averages of all reported allocations for the respective funds.
