P&I 1,000: The Largest Retirement Plans

P&I 1,000: The Largest Retirement Plans

Issue date: January 22, 2007

Stories from the report

Top 1,000 plan assets up 8.4%

Assets top $1 trillion mark

Solid growth pushes assets above $50 billion

Alternatives

Top 200 funds with defined benefit assets in real estate equity

Top 200 funds with defined benefit assets in REITs

Top 200 funds with defined benefit assets in venture capital

Top 200 funds with defined benefit assets in portable-alpha strategies

Top 200 funds with defined benefit assets in private equity

Top 200 funds with defined benefit assets in high-yield bonds

Top 200 funds with defined benefit assets in mortgages

Top 200 funds with defined benefit assets in TIPS

Top 200 funds with defined benefit assets in buyouts

Top 200 funds with defined benefit assets in distressed debt

Top 200 funds with defined benefit assets in energy

Top 200 funds with defined contribution assets in REITs

Top 200 funds with defined contribution assets in TIPS

Growth in DB assets in real estate equity

Growth in DB assets in REITs

Growth in DB assets in venture capital

Top 200 funds with defined benefit assets in alternative investments

Defined contribution

Top 200 funds with defined contribution enhanced indexed assets

Growth of DC assets

Hedge funds

Top 200 funds with defined benefit assets in hedge funds

Growth in DB assets in hedge funds

Indexing

Top 200 funds with defined contribution indexed assets

Top 200 funds with defined benefit indexed assets

Top 200 funds with defined benefit enhanced indexed assets

Growth in DB passive indexed securities

Growth in DB enhanced indexed securities

International

Top 200 funds with defined benefit assets in active international securities

Top 200 funds with defined benefit assets in emerging markets

Growth in DB assets in international equity

Growth in DB assets in emerging markets equity

Managers/Consultants

Top 200 defined benefit consultants

Top 200 defined contribution consultants

Top 200 defined benefit managers

Top 200 defined contribution managers

The funds

The top 200 pension funds/sponsors

The top pension funds/sponsors ranked 201-1,000

Top funds by category

Top 200 funds with defined benefit assets

Number of top 200 funds using strategy cited

Top 200 funds with defined benefit indexed assets managed internally

Top 200 funds with defined contribution assets managed internally

Change in total assets

Change in assets by category

Where the top 200 assets are

The top 200 assets: DB vs. DC

Aggregate asset mixes: DB plans

Aggregate asset mixes: DC plans

Average asset mixes: DB plans

Average asset mixes: DC plans

Top 200 funds with defined benefit assets in hybrid plans

P&I 1000 statistics at a glance

Profiles

VIEW PROFILES

The P&I 1,000: The Largest Retirement Plans Archive

Jan. 22, 2007

Jan. 23, 2006

Jan. 24, 2005

http://www.pionline.com/apps/pbcs.dll/section?category=PENSIONFUNDDIRECTORY&IssueDate=20070122

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