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January 26, 1998 12:00 AM

TOP 1,000 FUNDS

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    Kimberly-Clark Corp.

    ($ millions)

    Total assets 4,700

    Defined benefit 2,852

    401(k)/457 1,848

    Employer DB contributions* 22

    Benefit payments 187

    Total DC contributions 75

    Internally managed assets:

    Defined benefit 490

    The fund uses:

    Stock index futures

    Defined benefit asset mix:

    Stocks 82%

    Fixed income 12%

    Cash equivalents 3%

    Private equity 1%

    Real estate equity 2%

    Defined contribution asset mix:

    Company stock 74%

    Other stock 16%

    Fixed income 1%

    GICs/BICs 8%

    Cash equivalents 1%

    DALLAS - As of Sept. 30, Kimberly-Clark Corp.'s total employee benefit assets increased a total of 18% from a year earlier. Defined benefit assets increased a total of 19% during the same period; defined contribution assets increased 16%.

    Employer contributions to the defined benefit plan totalled $22 million; benefits paid totaled $187 million.

    Defined benefit managers:

    Domestic equities: BGI; State Street Global.

    International equities: Putnam; Templeton; BGI; State Street.

    Domestic fixed-income: BGI Global; State Street.

    International fixed-income: BGI.

    Real estate: Strategic Investment Advisers.

    Defined contribution managers:

    Domestic equities: BGI; Vanguard; American Express.

    International equities and domestic fixed-income: BGI; Vanguard.

    Lifecycle: American Express.

    Balanced: Vanguard.

    The master trustee/custodian and global custodian is Citibank.

    Key personnel overseeing the investment management of both plans are L. Robert Frazier, assistant treasurer-asset management; F. Jamieson Clement, manager of investments.

    Eli Lilly & Co.

    ($ millions)

    Total assets 6,366

    Defined benefit 3,054

    401(k)/457 3,312

    Benefit payments 135

    Total DC contributions 75

    Internally managed assets:

    Defined contribution 300

    The fund uses:

    Stock index futures

    Defined benefit asset mix:

    Stocks 68%

    Fixed income 24%

    Cash equivalents 5%

    Real estate equity 3%

    Defined contribution asset mix:

    Company stock 59%

    Other stock 26%

    Fixed income 4%

    GICs/BICs 11%

    INDIANAPOLIS - As of Sept. 30, Eli Lilly & Co.'s total employee benefit assets increased 35.4% from a year earlier. Defined benefit assets increased 23.6% during the same period; defined contribution assets increased 48.5%.

    Defined benefit plan payouts remained the same.

    Defined benefit managers:

    Domestic equities: BGI; Capital Guardian; Reams; Reaves.

    International equities: Capital Guardian; BGI; Nikko; State Street.

    Domestic fixed-income: BGI; Reams.

    Defined contribution managers:

    Domestic equities: Roxbury.

    Balanced: Brinson.

    The master trustee/custodian is Northern Trust.

    Key personnel overseeing the investment management of the fund are Michael Neal, adviser; and Fred Ruebeck, director. Overseeing the defined contribution plan are Mr. Ruebeck and Tom Ositnik, adviser.

    Lockheed Martin Corp.

    ($ millions)

    Total assets* 30,847

    Defined benefit 19,847

    401(k)/457 11,000

    *from Money Market Directory

    BETHESDA, Md. - As of June 30, Lockheed Martin Corp.'s total employee benefit assets increased 12% from a year earlier, according to data from Money Market Directory. Defined benefit assets increased 9% during the same period; defined contribution assets increased 19%.

    Last fall, the company announced it was forming a new investment management subsidiary, Lockheed Martin Investment Management Co. The unit was created to manage the defense conglomerate's growing employee retirement and savings plan assets - which were expected to exceed $45 billion after the merger with Northrup Grumman Corp. was completed.

    (contd.)

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