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The Largest Retirement Funds

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The Largest Retirement Funds Pensions & Investments February 4, 2019 | 13 THE LARGEST RETIREMENT FUNDS What’s inside THE FUNDS Peter& Maria Hoey Change in total assets by category 14 The largest retirement funds/sponsors 15 Funds by category 19 Funds by type 20 Average DB plan asset mixes 21 Average DC plan asset mixes 22 Aggregate DB plan asset mixes 23 Aggregate DC plan asset mixes 26 Number of funds among the top 200 using cited strategy/vehicle 27 How the data were compiled 29 DEFINED BENEFIT Funds among the top 200 with DB assets in hybrid plans 28 Funds with the most DB assets in equity 28 Funds with the most DB assets in fixed income 28 DB assets by investment vehicle 28 Funds with the most DB assets managed internally 28 Funds with DB plans using ESG factors 28 Funds with DB plans using hiring policy for women/minority managers 28 DB managers most used by the top 200 funds 28 DB consultants most used by the top 200 funds 28 Funds with DB assets in factor-based equity strategies 29 Funds with the most DB assets in bank loans 29 Funds with the most DB assets in inflation-protected securities 29 ALTERNATIVES Private equity, real assets make gains with funds wanting safety 14 Funds with the most DB assets in alternatives 32 Funds with the most DB assets in hedge funds 32 Funds with the most DB assets in direct hedge funds 32 Growth of DB infrastructure assets 32 Growth of DB energy assets 32 Growth of DB alternative assets 32 DEFINED CONTRIBUTION Assets are in billions as of Sept. 30. P&I 1000 statistics at a glance For largest U.S, fund, the sky’s the limit 27 Growth of Thrift Savings Plan assets 27 Top 1,000 Top 1,000 DB Top 1,000 DC Top 200 Top 100 Top 50 Top 25 Top 200 DB Top 200 DB Funds with the most DC assets in passive equity 34 $11,004.6 $6,908.0 $4,096.6 $7,923.6 $6,467.0 $5,012.6 $3,666.1 $5,455.2 $2,468.4 Funds with the most DC assets in 2017: $10,343.1 2017: $6,617.7 2017: $3,725.4 2017: $7,455.8 2017: $6,099.0 2017: $4,731.4 2017: $3,453.2 2017: $5,225.3 2017: $2,230.5 target-date strategies 34 Funds with the most DC assets in passive bonds 34 2018 2017 2018 2017 2018 2017 Top 200 DB assets assets Top 200 DB assets assets Top 200 DC assets assets Funds with the most DC assets in inflation-protected securities 34 Internally managed* $1,295.6 $1,205.0 Global/int’l active bonds $74.5 $88.6 Passive indexed equity $538.8 $470.4 Domestic equity (active & Passive indexed bonds $50.2 $50.2 Funds with DC plans offering auto $516.7 $452.6 Global equity (active & $266.6 $270.1 indexed) indexed) enrollment 34 REITs $4.4 $4.7 Domestic fixed income (active The largest funds with DC assets in $416.4 $337.3 Emerging markets (active & & indexed) $191.5 $203.4 Inflation-protected securities $8.4 $7.4 target-date strategies 34 indexed) International equity (active & Growth of DC assets 34 $158.2 $156.6 Commodities $1.1 $0.7 indexed) Equity $167.8 $178.1 The largest DC funds by type 34 Target-date strategies* $270.8 $256.9 International fixed income Debt $23.7 $25.3 $19.1 $26.0 Funds with DC plans offering white-label (active & indexed) Custom $201.4 $185.1 options 35 Factor-based equity $38.4 $20.6 Global equity (active & $58.2 $92.7 Off-the-shelf $44.4 $44.0 Funds with DC plans offering auto indexed) LDI investments $94.1 $78.9 escalation 35 Contributions $54.9 $56.3 Alternative investments $50.9 $46.3 Hedge funds $159.7 $159.6 DC managers most used by the top 200 Employer $16.8 $17.5 Direct investments $137.8 $132.2 funds 35 Passive indexed equity $942.1 $924.5 Employee $38.1 $38.8 DC consultants most used by the top 200 Passive indexed bonds $136.0 $142.5 Funds of funds $21.9 $27.4 funds 35 401(k) $650.3 $637.9 Enhanced indexed equity $50.4 $50.4 Commodities $18.2 $21.9 Older companies will lead innovation 35 Profit sharing $10.6 $11.1 Private equity $367.2 $331.7 Enhanced domestic indexed $29.9 $26.3 bonds ESOP $24.2 $23.9 FIXED INCOME Venture capital $40.5 $36.1 Real estate equity $334.7 $315.8 457 $127.2 $107.7 Corporate funds still prize fixed income 14 Buyouts $207.8 $189.4 REITs $52.1 $50.1 401(a) $68.3 $63.0 Growth of DB LDI assets 33 Mezzanine $3.3 $4.6 High yield $71.1 $80.8 403(b) $51.6 $42.4 Funds with the most DB assets in LDI Distressed debt $20.6 $23.5 investments 33 Inflation-protected securities $75.6 $88.7 Other DC $585.1 $537.6 Energy $32.1 $22.8 Cash $77.5 $82.8 MORE ONLINE Infrastructure $28.7 $23.1 Domestic active equity $405.1 $348.6 To view the complete report, including a $177.7 $170.6 Hybrid plans *Total is greater because some funds did not provide full data set, go to pionline.com/ Domestic active bonds $756.8 $670.1 breakouts. sponsors19 Employer contributions $141.9 $124.2 International active equity $437.9 $440.2 Historical data may include retroactive updates. Benefits paid $259.0 $262.8 14 | February 4, 2019 Pensions & Investments THE LARGEST RETIREMENT FUNDS Change in total assets by category Assets are in billions for years ended Sept. 30. Top 1,000 funds Top 200 funds Top 200 Top 200 Top 200 Top 200 corporate funds public funds union funds misc. funds $11,004.6 $10,326.1 $10,343.1 $7,923.6 $7,455.8 $6,792.3 $4,040.9 $3,831.9 $3,480.9 $2,802.5 $2,610.9 $2,381.0 $884.6 $934.3 $138.5 $128.4 $145.9 $791.9 2016 2017 2018 2016 2017 2018 2016 2017 2018 2016 2017 2018 2016 2017 2018 2016 2017 2018 THE P&I 1000 FIXED INCOME Fixed income still NancyKaye prized in asset mix of corporate funds Allocations increase 10%; Growth of corporate plans with LDI mindset fxed income taking a special interest allocations Among the top 200 DB funds as By ROB KOZLOWSKI of Sept. 30. Buoyed by large contributions as 50% a result of tax reform, U.S. corpo- rate def ned benef t plans contin- 45% ued the trend in 2018 of devoting a 40% greater share of their portfolios to 35% f xed income. ANOTHER WAY: Stephen J. Nesbitt said plan sponsors moved to private equity to circumvent risks in a volatile stock environment. As funding improved and glide- 30% path targets were hit, plans particu- 25% THE P&I 1000 ALTERNATIVES larly increased allocations to liabil- ity-driven investing, Pension & 20% Investments’ latest survey of the 15% 1,000 largest U.S. retirement plan 10% Private equity, real assets make sponsors shows. Overall, among U.S. def ned ben- 5% ef t plans of the largest 200 plan 0% sponsors, domestic f xed-income 201520142013 2016 2017 2018 gains with funds wanting safety assets totaled $967.4 billion as of Includes U.S. and global/international fxed Sept. 30, a 10% increase from a year income allocations Leery of equity markets, 24.2% to $28.7 billion, respectively, the aggregate def ned benef t allo- earlier. The increase stands in stark albeit from small bases. Growth cation as of Sept. 30, compared with contrast to the Bloomberg Barclays 30, about double the $7.9 billion re- plans see alternatives as rates for private equity and real es- 8% as of Sept. 30, 2017. Public pen- U.S. Aggregate bond index return ported as of Sept. 30, 2017, and better avenue for returns tate equity in the survey period sion plans had the largest average for the same period at -1.22%. comprising 37.8% of its $41.25 bil- were similar to the year-earlier percentage of their portfolios in Among the DB plans in the top lion in U.S. DB plan assets. By ARLEEN JACOBIUS gains, up 10.7% and 6%, respectively. private equity at 9.3% as of Sept. 30, 200, LDI strategies accounted for The increase in LDI assets for But the wave of capital moving up from 8.8% in the year-earlier $94.1 billion in assets as of Sept. 30, the Atlanta-based shipping com- U.S. pension plans continued into alternatives did not lift all sec- survey. Among corporate plans, pri- up from $78.9 billion reported a pany came on the heels of $7.3 bil- their move into private equity and tors. Mezzanine reversed course vate equity was up to 6.2% from year earlier. lion in contributions to the U.S. real assets in search of return and a from P&I’s 2017 survey data, drop- 5.7%, and the average exposure Among corporate DB plans in pension plans in 2017. Like similar safer alternative to equities. ping 28.3%, while for the third among union plans was 5.8%, a the top 200, there was a further companies that accelerated contri- Many alternative investment as- straight year, distressed debt assets slight increase from 5.7% as of Sept.
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