Survey Calendar

Surveys listed below pertain to certain special reports on P&I's Editorial Calendar for which P&I collects the data using proprietary questionnaires. Results will appear on the issue dates specified and P&I may reuse the data for subsequent reports and other purposes. Data from these surveys are available online in the P&I Research Center or for purchase in the Data Store. Please send questions or requests for surveys to Anthony Scuderi at or 212-210-0140.


Largest U.S. Retirement Funds

Dist. date: Oct. 1, 2018 | Due date: Oct. 26, 2018 | Issue date: Feb. 4, 2019

Annual survey of the top 1,000 U.S. retirement funds with breakouts by total defined benefit and defined contribution plan assets; in-depth data on the top 200 funds including contributions, payouts, asset allocations, investment strategies, plan features, key personnel, consultants, money managers and other service providers; and summary data on the smaller funds.


DC Service Providers | Dist. date: Jan. 28, 2019 | Due date: Feb. 22, 2019 | Issue date: April 1, 2019

Money Managers | Dist. date: Feb. 4, 2019 | Due date: March 15, 2019 | Issue date: May 27, 2019


Investment Management Consultants | Issue date: Nov. 26, 2018

DC Mutual Funds/Target-Date Strategies | Issue date: Oct. 29, 2018

Index Managers | Issue date: Oct. 15, 2018

Real Estate Investment Managers | Issue date: Oct. 1, 2018

Investment Outsourcing | Issue date: June 25, 2018

Data from the surveys listed above may be used for additional special reports, including DC Money Managers, P&I/TAI Mega Funds and P&I/TAI Mega Managers

P&I also conducts the following survey not listed above:

Hedge Funds & Hedge Funds of Funds; contact: Christine Williamson, or 312-649-5217.

P&I believes the information listed above to be accurate at the time the schedule was prepared, but all reports and dates are subject to change. P&I also may conduct other surveys throughout the year not specified herein.