How the P&I 1,000 data were compiled

Pensions & Investments gathered information for this report in three steps.

Questionnaires were sent to more than 1,300 fund sponsors in P&I's database. The largest 1,000 were identified from completed questionnaires, follow-up phone calls and emails, and database searches.

Data for funds that did not respond were culled from published annual reports and Form 5500s filed with the Department of Labor. RightPond provided source materials used as references to gather the most recent historical asset data for certain plans.

P&I's survey generally covers the 12 months ended Sept. 30, 2016. In cases where no information was available from the fund, or the data were older than that date, P&I calculated estimates to Sept. 30.

In rankings and charts, dollar amounts are rounded to the nearest million. The aggregate asset mixes represent the averages of all reported allocations for the respective funds.

All data in this special report are 2017 Crain Communications Inc. Reproduction without permission is prohibited.

This article originally appeared in the February 6, 2017 print issue as, "How the P&I 1000 data were compiled".