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January 22, 2018 12:00 AM

Larger plans lead among public pension fund returns; private equity leads the charge

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    As a group, the median 10-year net return for U.S. public defined benefit plans was 5.26%. Across the 180 total observations, the 17 plans with more than $5 billion in assets led the group with a 5.34% median return despite plans with more than $1 billion (inclusive of those with more than $5 billion) posting a median return of 5%.


    Private equity returned the highest among asset classes with a 7.9% annualized return, followed by U.S. equity with a 7.4% return.


    The data were compiled by MSCI InvestorForce from client data; plans associated with specific data points are masked for confidentiality.

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    December 12, 2022 page one

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