Current Table

INVESTMENT MIX OF PRIVATE DEFINED BENEFIT PLAN ASSETS, 2007-2011
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($ billions)

Year Equity Bonds Mutual funds Cash items Other assets Total assets
2007 $1,424 $587 $339 $56 $191 $2,596
2008 777 648 228 68 132 1,853
2009 805 767 286 70 177 2,105
2010 810 851 324 78 199 2,261
2011 703 898 330 94 199 2,223

Source: Securities Industry and Financial Markets Association.

 

Archived Tables

INVESTMENT MIX OF PRIVATE DEFINED BENEFIT PLAN ASSETS, 2004-2008
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($ billions)

Year Equity Bonds Mutual funds Cash items Other assets Total assets
2004 $1,294 $430 $234 $50 $124 $2,132
2005 1,393 463 253 58 114 2,281
2006 1,521 497 246 59 156 2,479
2007 1,454 587 339 56 231 2,666
2008 777 648 228 68 209 1,930

Source: Securities Industry and Financial Markets Association.

 
INVESTMENT MIX OF PRIVATE DEFINED BENEFIT PLAN ASSETS, 2005-2009
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($ billions)

Year Equity Bonds Mutual funds Cash items Other assets Total assets
2005 $1,393 $463 $253 $58 $114 $2,281
2006 1,521 497 246 59 156 2,479
2007 1,454 587 339 56 231 2,666
2008 777 648 228 68 209 1,930
2009 811 688 286 70 266 2,121

Source: Securities Industry and Financial Markets Association.

 
INVESTMENT MIX OF PRIVATE DEFINED BENEFIT PLAN ASSETS, 2006-2010
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($ billions)

Year Equity Bonds Mutual funds Cash items Other assets Total assets
2006 $1,521 $497 $296 $59 $156 $2,529
2007 1,424 587 339 56 191 2,596
2008 777 648 228 68 132 1,853
2009 805 767 286 70 177 2,105
2010 781 850 314 78 193 2,215

Source: Securities Industry and Financial Markets Association.