Pensions & Investments is launching its annual survey of the 1,000 largest retirement plans in the U.S. this week.
P&I has published a special report based on this survey annually since 1974. The data gathered on what has been an extraordinary year for retirement plan returns will inform stories by the staff on the latest trends in defined benefit and defined contribution investing in the Feb. 14, 2022, issue.
Questionnaires are sent to more than 1,300 plan sponsors in P&I's database. The largest 1,000 will be identified in the coming months from completed questionnaires, follow-up phone calls and emails, and database searches.
Plan sponsors with combined U.S. pension and DC plan assets of $1.4 billion or more are eligible. To request a survey or obtain further information, please contact Anthony Scuderi at [email protected] or 212-210-0140, or visit pionline.com/section/surveys.
The survey generally covers the 12 months ended Sept. 30, 2021. In cases where no information is provided from the plan sponsor, or the data are older than June 30, 2021, P&I will calculate estimates to Sept. 30.
There are a few new questions this year to reflect emerging trends and areas of interest. Cryptocurrency and digital assets were added as an alternative investment category. Also, a breakdown of how much equity and fixed-income assets are managed in China has been added.
The report also will build on data introduced in recent years around ESG investing and asset owners' policies and investments with managers owned by women, minorities, the disabled and veterans.
The 2021 report, published in February, is available online at pionline.com/sponsors21.