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July 21, 1997 01:00 AM

SPECIAL REPORT: DEFINED CONTRIBUTION (PART 2 OF 17)

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    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.

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    • Topics
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      • 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