The 45th Pensions & Investments' special report on U.S. retirement assets illuminates investing trends of the nation's 1,000 largest plan sponsors. With strong market returns for the year ended Sept. 30, 2018, assets of the 1,000 largest U.S. retirement plans increased to another all-time high. Total assets increased to $11.005 trillion, up 6.4% from a year earlier. Defined contribution assets increased twice as fast as defined benefit assets.
P&I continually strives to provide relevant data, which resulted in three additional data points in 2018: investments in bank loans and private credit/debt; and whether ESG has been incorporated into portfolio management.
Data were compiled primarily from a proprietary P&I survey.
The data can be accessed in the P&I Research Center. P&I's database contains 13 years of data with more than 200 unique data points. The universe includes corporate, public, union and miscellaneous plans. There are 600 corporate plans for 2018, representing 43% of assets. There are 199 public plans with 41% of the total retirement assets.