Archived Tables

Current Table

INVESTMENT MIX OF PRIVATE DEFINED CONTRIBUTION PLAN ASSETS, 2007-2011

($ billions)

Year Equity Bonds Mutual funds Cash items Other assets Total assets
2007 $1,250 $247 $1,772 $169 $376 $3,815
2008 823 266 1,138 178 294 2,699
2009 1,031 270 1,531 179 356 3,366
2010 1,202 306 1,803 175 350 3,836
2011 1,175 362 1,812 171 338 3,858

Source: Securities Industry and Financial Markets Association.

 
INVESTMENT MIX OF PRIVATE DEFINED CONTRIBUTION PLAN ASSETS, 2004-2008

($ billions)

Year Equity Bonds Mutual funds Cash items Other assets Total assets
2004 $1,039 $190 $1,045 $154 $356 $2,783
2005 1,144 199 1,146 159 367 3,014
2006 1,351 223 1,361 169 382 3,485
2007 1,396 240 1,510 182 398 3,726
2008 877 256 1,002 184 347 2,665

Source: Securities Industry and Financial Markets Association.

 
INVESTMENT MIX OF PRIVATE DEFINED CONTRIBUTION PLAN ASSETS, 2005-2009

($ billions)

Year Equity Bonds Mutual funds Cash items Other assets Total assets
2005 $1,149 $205 $1,146 $156 $366 $3,021
2006 1,354 229 1,361 160 376 3,481
2007 1,410 247 1,510 169 389 3,725
2008 878 266 1,002 178 336 2,660
2009 1,134 261 1,332 194 414 3,336

Source: Securities Industry and Financial Markets Association.

 
INVESTMENT MIX OF PRIVATE DEFINED CONTRIBUTION PLAN ASSETS, 2006-2010

($ billions)

Year Equity Bonds Mutual funds Cash items Other assets Total assets
2006 $1,204 $229 $1,584 $160 $376 $3,554
2007 1,250 247 1,772 169 376 3,815
2008 823 266 1,138 178 294 2,699
2009 1,031 270 1,531 179 356 3,366
2010 1,202 306 1,818 175 364 3,865

Source: Securities Industry and Financial Markets Association.