Table 1
Trusteed pension funds: Market value of assets by type
Third quarter 2020p | Third quarter 2020 | Fourth quarter 2020p | Fourth quarter 2020 | Third quarter 2020 to fourth quarter 2020 | |
---|---|---|---|---|---|
millions of dollars | % of total assets | millions of dollars | % of total assets | % change | |
Total assets | 2,123,409 | 100.0 | 2,223,401 | 100.0 | 4.7 |
Bonds | 687,998 | 32.4 | 672,340 | 30.2 | -2.3 |
Stocks | 525,244 | 24.7 | 593,191 | 26.7 | 12.9 |
Mortgages | 27,226 | 1.3 | 27,462 | 1.2 | 0.9 |
Real estate | 254,967 | 12.0 | 263,269 | 11.8 | 3.3 |
Short-term | 82,155 | 3.9 | 89,965 | 4.0 | 9.5 |
Other assets | 536,227 | 25.3 | 567,256 | 25.5 | 5.8 |
Assets, funds under $10 million | 9,592 | 0.5 | 9,918 | 0.4 | 3.4 |
p
preliminary
Source(s):
Table 11-10-0076-01.
- Date modified: