According to the U.S. Census Bureau, total assets of the largest 100 public defined benefit retirement systems declined 8.54% in the third quarter. It was the first overall quarterly loss for the U.S. public investor group in more than 1 year. The top 100 assets are ranked at US$ 2.534 trillion, a little more than half the size of the current sovereign wealth fund investor class. At the zenith in Dec 31, 2007, the top 100 public plan assets where at US$ 2.928 trillion.
Facts about the 100 largest public plans surveyed by the Census Bureau:
- Represents 90% of Total U.S. Public Plan Assets
- 81 State Plans
- 19 Local Plans
Dollar amounts in millions
|Date||Total||Corp. Stocks||Corp. Bonds||Fed. Gov. Securities||Int’l Securities||Mortgages||State/Local Gov. Sec.||Cash and ST Investments||Other Sec.|
|Sept 30, 2011||2,534,267||769,589||398,382||177,773||448,857||10,353||2,591||103,898||622,824|
|June 30, 2011||2,770,910||904,289||435,679||182,142||523,320||9,423||1,758||115,625||598,675|
|March 31, 2011||2,740,540||916,250||437,297||172,123||512,284||9,390||1,669||108,566||582,961|
|Dec 31, 2010||2,641,575||884,435||433,665||169,570||500,915||9,749||1,746||93,710||547,785|
|Sept 30, 2010||2,507,147||824,006||439,493||167,776||466,101||10,415||1,835||83,157||514,366|
|June 30, 2010||2,358,541||746,891||415,346||174,443||406,142||10,251||1,567||84,929||518,972|
|March 31, 2010||2,480,902||843,557||414,339||168,376||429,067||9,810||2,481||81,231||532,042|
|Dec 31, 2009||2,449,940||819,142||413,578||155,822||424,761||9,286||2,282||79,354||545,715|
|Sept 30, 2009||2,370,569||822,427||425,431||148,880||369,617||9,555||2,521||81,256||510,882|
|June 30, 2009||2,197,961||658,989||404,965||143,626||357,403||9,253||2,797||73,934||546,994|
|March 31, 2009||2,093,614||656,653||379,983||147,832||268,742||9,518||2,161||84,817||543,907|
|Dec 31, 2008||2,229,458||690,567||413,431||155,333||292,597||9,586||2,135||81,953||583,856|
|Sept 30, 2008||2,576,394||856,745||439,173||160,138||384,438||10,931||2,116||72,370||650,482|
|June 30, 2008||2,815,010||921,981||471,687||170,159||472,357||11,790||1,423||84,908||680,705|
|March 31, 2008||2,810,924||938,832||480,158||177,107||436,731||17,261||2,338||87,525||670,970|
|Dec 31, 2007||2,928,853||1,019,072||497,788||180,882||463,988||18,138||2,125||77,919||668,941|
|Sept 30, 2007||2,918,853||1,066,246||427,470||196,958||466,695||12,863||1,951||79,714||666,957|
|June 30, 2007||2,920,022||1,101,555||441,604||200,008||453,341||11,554||2,145||98,091||611,725|
|March 31, 2007||2,723,973||1,033,320||416,676||184,017||410,505||11,419||2,474||86,119||579,443|
|Dec 31, 2006||2,692,702||1,018,633||391,746||205,528||405,649||11,551||2,242||85,119||572,234|
|Sept 30, 2006||2,600,592||975,047||385,057||207,212||403,178||14,147||2,434||78,493||535,026|
|June 30, 2006||2,539,251||960,606||373,216||206,804||396,918||13,498||2,325||73,062||512,822|
|March 31, 2006||2,588,809||988,291||370,743||202,531||399,708||13,568||2,291||74,317||537,362|
Source: U.S. Census Bureau, Governments Division
December 16, 2011
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