2006 P&I 1,000 at a glance

The P&I 1,000 at a glance

Assets are in billions as of Sept. 30, 2005.

2005   2004   

Top 1,000 assets:$5,986.1$5,351.0

  DB assets:$4,423.5$3,969.6

  DC assets:$1,562.6$1,381.4

Top 200 assets$4,522.4$4,048.1

Top 100 assets$3,736.6$3,347.4

Top 50 assets$2,931.0$2,618.2

Top 25 assets$2,132.7$1,895.9

Top 200 defined benefit$3,569.7$3,200.3

Top 200 defined contribution$952.7$847.8

TOP 200 DEFINED BENEFIT

Internally managed*$1,122.1$1,012.5

  Domestic equity (active & indexed)$556.8$510.2

  Domestic fixed income (active & indexed)$369.2$354.6

  International equity (active & indexed)$78.2$61.4

  International fixed income (active & indexed)$5.0$6.9

Indexed equity$781.1$751.0

  Internally managed$369.0$338.8

Indexed bonds$96.2$122.3

  Internally managed$68.8$89.9

Enhanced indexed equity$176.9$155.7

Enhanced indexed bonds$92.9$57.9

Real estate equity$115.6$106.9

Mortgages$41.8$40.0

REITs$22.5$19.3

High-yield bonds$53.9$50.2

International active equity$379.5$335.9

International active bonds$39.6$39.7

Emerging markets (active & indexed)$69.0$53.6

  Equity$59.3$44.8

  Debt$9.7$8.8

Absolute return strategies*$35.3**

Hedge funds$29.9$21.1

  Direct investments$13.1$7.5

  Funds of funds$16.8$13.6

Alternative investments*$167.8$149.6

  Venture capital$21.0$19.4

  Oil & gas$3.0$1.9

  Private debt$2.1$1.8

  Private equity$96.6$84.6

  Distressed debt$6.0$5.2

Hybrid plans$146.9$91.1

Employer contributions$69.5$77.2

Benefits paid$169.2$168.9

TOP 200 DEFINED CONTRIBUTION

Internally managed$112.7$111.4

Indexed equity$176.7$154.5

Indexed bonds$20.5$18.4

Enhanced indexed equity$6.5$3.0

Enhanced indexed bonds$1.4$0.7

International active equity$18.7$13.6

Contributions$40.6$41.9

Corporate 401(k)$415.9$448.7

Other 401(k)$18.3$15.7

Taft-Hartley$6.6$2.2

457$42.2$37.2

401(a)$14.0$18.6

403(b)$49.0$32.3

Other DC$195.0$163.4

*Total is greater because some funds did not provide breakouts.

**New or modified categories without comparative 2004 data.

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