Allmerica Asset
Management Inc.
440 Lincoln St., Worcester, Mass. 01653; phone: (508) 855-3204; fax: (508) 852-4846
($ millions)
Total DC assets 1,517
Internally managed DC 1,517
James Wakefield is client contact.
Allstate Life Insurance Co.
3100 Sanders Road, Suite M2, Northbrook, Ill. 60062; phone: (847) 402- 8029; fax: (847) 326-5048
($ millions)
Total DC assets 4,657
Internally managed DC 4,657
Plan type:
401(k) 4,610
457 47
Investment vehicle:
Separate accounts 375
Other commingled 4,282
Asset mix:
Stable value 100%
Mike Boot is client contact.
American Century
Investments
4500 Main St., Kansas City, Mo. 64111; phone: (816) 340-4124; fax: (816) 340-4181
($ millions)
Total DC assets 19,500
Internally managed DC 19,500
Plan type:
401(k) 13,873
403(b) 855
457 2,600
Other 2,172
Investment vehicle:
Mutual funds 19,500
Life cycle assets 82
Asset mix:
Stocks 85%
Bonds 14%
Cash 1%
David Hughes is client contact.
American Express
Institutional Services
P.O. Box 489, Minneapolis, Minn. 55440; phone: (800) 437-0600; fax: (612) 671-5031
($ millions)
Total DC assets 27,120
Internally managed DC 26,670
Plan type:
401(k) 19,800
403(b) 5,400
457 300
Other 1,170
Life cycle assets 73
Asset mix:
Stocks 38%
Bonds 22%
Cash 6%
Stable value 34%
John Rowe is client contact.
Ameritas Investment
Advisors Inc.
P.O. Box 81889, Lincoln, Neb. 68501- 1889; phone: (402) 467-6980; fax: (402) 467-6970
($ millions)
Total DC assets 644
Internally managed DC 593
Plan type:
401(k) 120
457 7
Other 466
Investment vehicle:
Separate accounts 21
Other commingled 572
Asset mix:
Stocks 4%
Cash 4%
Stable value 92%
John F. Leonhardt is client contact.
AMR Investment Services
P.O. Box 619003, Dallas-Fort Worth Airport, Texas 75261-9003; phone: (817) 967-3509; fax: (817) 967-0768
($ millions)
Total DC assets 58
Internally managed DC 58
Investment vehicle:
Mutual funds 58
Asset mix:
Bonds 4%
Cash 96%
Bart Roberson is client contact.
ANB Investment
Management and Trust Co.
1 N. LaSalle St., Suite 600, Chicago, Ill. 60690; phone: (312) 661-5866; fax: (312) 661-5054
($ millions)
Total DC assets 1,307
Internally managed DC 1,307
Plan type:
401(k) 1,307
Investment vehicle:
Other commingled 1,307
Life cycle assets 371
Asset mix:
Stocks 68%
Bonds 32%
Ken Sobolewski is client contact.
Ariel Capital Management
307 N. Michigan Ave., Suite 500, Chicago, Ill. 60601; phone: (312) 726- 0140; fax: (312) 726-7473
($ millions)
Total DC assets 36
Internally managed DC 36
Plan type:
401(k) 7
403(b) 13
457 16
Investment vehicle:
Mutual funds 36
Asset mix:
Stocks 99%
Cash 1%
Mellody Hobson is client contact.
