Quarterly Survey of Public Pensions for 2014: 1st Quarter

Source: U.S. Census Bureau, June 26, 2014

This quarterly survey provides national summary statistics on the revenues, expenditures and composition of assets of the 100 largest state and local public employee retirement systems in the United States. These 100 systems comprise 89.4 percent of financial activity among such entities, based on the 2007 Census of Governments. This survey presents the most current statistics about investment decisions by state and local public employee retirement systems, which are among the largest types of institutional investors in the U.S. financial markets. These statistical tables are published three months after each calendar quarter and show national financial transactions and trends for the past five years.

For the 100 largest public-employee pension systems in the country, cash and security holdings totaled
$3,218.2 billion in the first quarter of 2014, reaching the highest level since the survey began collecting data in 1968. Cash and security holdings had a quarter-to-quarter increase of 0.5 percent, from $3,200.8 billion last quarter, and a year-to-year increase of 9.4 percent, from $2,941.2 billion in the first quarter of 2013. (Refer to Figure 1.) Earnings on investments totaled $73.2 billion in the first quarter of 2014….
Related:
Summary
Cash and Security Holdings of Major Public Employee Retirement Systems
Earnings on Investments, Contributions, and Payments of Major Public Employee Retirement Systems
Percent Distribution of the Cash and Security Holdings of Major Public Employee Retirement Systems
Time Series/Trend Charts