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Retirement Plans

InvestorForce plan universe returns 7.8% in Q1

InvestorForce reported a median net return of 7.82% across the institutional funds in its plan universe during the first quarter. Public defined benefit plans led the major plan categories with an 8.51% return in the quarter.

The primary return driver was U.S. equity, which posted a median net return of about 14%; the net median broad equity returns were 12.8% for the quarter. Alternatives portfolios returned a median 5.1%; private equity portfolio median returns were flat during the quarter.

Total assets across the 2,527 observed plans was $943.9 billion. Public defined benefit plans were the largest component of the universe with $284.6 billion in assets.