U.S. institutional, tax-exempt assets, in millions, as of Dec. 31, 2006.
Assets
Total DC assets managed*
$3,292,405
Internally managed DC
$2,906,230
Plan type**
401(k)
$1,440,126
ESOP
$1,332
Profit-sharing
$12,390
457
$55,839
401(a)
$162,289
403(b)
$546,017
Other DC
$502,279
Investment vehicle**
Mutual funds
$1,380,437
Exchange-traded funds
$66
Separate accounts
$498,093
Other pooled/commingled
$992,407
Asset allocation ***
$206,689
Overall asset mix
Stock
61.9%
Cash
4.1%
Bonds
15.8%
Stable value
14.2%
Other
4.0%
Top 100 asset mix
Stock
61.8%
Cash
4.1%
Bonds
15.7%
Stable value
14.3%
Other
4.1%
*All other data pertain to assets managed internally. **Breakouts sum to less than total because certain firms did not provide data. ***Includes balanced, asset allocation, lifecycle and lifestyle funds.
