- Introduction & Methodology
- Industry Trends
- Respondent Profile
- Defined Benefit Plans
- Portfolio Characteristics
- LDI Usage
- Vendor Ratings
- Service Satisfaction
- Top 5 Listings
- Vendor Details
- BlackRock, Inc.
- Capital Group
- Conning
- Dodge & Cox
- Fidelity Investments
- Goldman Sachs Asset Management
- Insight Investment
- LGIM America1
- NISA Investment Advisors, LLC
- PIMCO
- PGIM Fixed Income
- Russell Investments
- Wellington Management Company, LLP
- Western Asset Management Company, LLC
Past Surveys
Industry Trends
Total Investable Assets
2021 | |
<$500MM | 15% |
$500MM–$1B | 11% |
>$1B–$5B | 29% |
>$5B–$15B | 27% |
>$15B–$25B | 8% |
>$25B | 10% |
Type of Organization
2021 | |
For-profit corporation (publicly traded) | 67% |
For-profit corporation (privately held) | 15% |
Government entity | 5% |
Hospital or health care organization (all types) | 3% |
Non-profit organization or charity | 4% |
Other | 6% |