Rising markets let executives at the 1,000 largest U.S. retirement plans breathe a bit easier during the 12 months ended Sept. 30.
The positive returns are reflected in the data in this special report — the 37th year Pensions & Investments has examined the allocations and investments of the largest U.S. employee retirement plans — with total assets finally rising after two years of declines.
What started as bare-bones profiles of the 100 largest defined benefit funds in 1974 has evolved into an in-depth look at the asset allocations, breadth of investments and asset manager lineups of the largest 200 retirement plan sponsors, with asset totals and aggregate allocations for the largest 1,000.
To gather the information for this most recent report, questionnaires were sent to more than 1,200 fund sponsors in P&I's database. The largest 1,000 were identified from the completed questionnaires, follow-up phone calls and e-mails.
P&I's survey generally covers the 12-month period ended Sept. 30, 2010. Not all funds, however, were able to provide data as of that date; in some cases, the funds did not provide any data. Where no information was available from the fund, or the data provided were considered too old, P&I estimated the change in assets.
In the profiles and tables, dollar amounts are rounded to the nearest million. The aggregate asset mixes represent the averages of all reported allocations for the respective funds.
All stories and data are &Copy; 2011 by Crain Communications Inc.