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Posted

I am looking for survey information related to investment mix of defined benefit plans. Any suggestions or links? Thanks.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Guest Brian4
Posted

EBRI publishes a pension investment report. They may charge you for this.

www.ebri.org

Posted

We collected this information (for those that reported it) from the yearend (12/31/03, but some are from earlier) footnote disclosure on 100 of the largest DB plan sponsors. Of course, this is "mixed" data because it is not by individual plan.

See the third download (pension income) on the right side:

http://www.milliman.com/eb/pension%2Dfund%2Dsurvey/

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