Aberdeen America Inc.
10 Union Wharf, Boston, MA 02109; phone: (617) 248-0500; fax: (617) 248-0560
($ millions)
Total DC assets 1
Internally managed 1
Plan type:
401(k) 1
Investment vehicle:
Separate accounts 1
Asset mix:
Stocks 82%
Cash 18%
Client contact: Emily Innes
Advantus Capital Management Inc.
400 Robert St. N., St. Paul, MN 55101; phone: (651) 665-3826; fax: (651) 665-7748
($ millions)
Total DC assets 4,539
Internally managed 2,755
Plan type:
401(k) 1,129
403(b) 1,107
457 362
Other 157
Investment vehicle:
Variable annuities 1,456
Separate accounts 1,299
Lifecycle/asset allocation assets 38
Asset mix:
Stocks 39.3%
Bonds 4.3%
Cash 3.6%
Stable value 52.8%
Client contact: Teri McNamara
Advisers Capital Management Inc.
1187 Coast Village Road, Suite 10M, Montecito, CA 93108; phone: (805) 565-1001; fax: (805) 565-9111; advisers.harbinger.net
($ millions)
Total DC assets 3
Internally managed 3
Plan type:
401(k) 3
Investment vehicle:
Separate accounts 3
Asset mix:
Bonds 100%
Client contact: Patricia Klink
Aetna Inc.
151 Farmington Ave., Hartford, CT 06156; phone: (860) 275-4640; fax: (860) 275-2040; www.aetna.com
($ millions)
Total DC assets 37,374
Internally managed 30,364
Plan type:
401(k) 9,486
403(b) 9,779
457 5,514
Other 5,585
Investment vehicle:
Mutual funds 1,319
Variable annuities 20,272
Separate accounts 2,681
Other commingled 6,092
Lifecycle/asset allocation assets 1,111
Asset mix:
Stocks 40%
Bonds 30%
Cash 4%
Stable value 20%
Other 6%
AIB Govett Inc.
250 Montgomery St., Suite 1200, San Francisco, CA 94104; phone: (415) 263-1865; fax: (415) 263- 1880; aibgovett.com
($ millions)
Total DC assets 198
Internally managed 198
Investment vehicle:
Separate accounts 198
Asset mix:
Stocks 97.1%
Bonds 2.9%
Client contact: Colin Kreidewolf
AIG Global Investment Corp.
175 Water St., New York, NY 10030; phone: (212) 458-2000; fax: (212) 458-2050
($ millions)
Total DC assets 1,314
Internally managed 1,314
Plan type:
401(k) 1,314
Investment vehicle:
Other commingled 1,314
Asset mix:
Stable value 100%
Client contact: W. Bruce Atkins
