S129s1.1.t Private defined benefit pension funds 🕮 PDF
Line Description Series 2023 2024 2025 2024:Q4 2025:Q1 2025:Q2 2025:Q3 2025:Q4 2026:Q1
Line 1 Net acquisition of financial assets(1) FA574090045 -12.1 -70.4 -75.1 -75.1 -75.2 -75.2 -75.2 -75.1 -75.2
Line 2 Checkable deposits and currency FA573020043 -2.5 -1.6 -1.6 -1.6 -1.6 -1.7 -1.6 -1.7 -1.5
Line 3 Time and savings deposits FA573030043 -0.1 -0.7 -0.7 -0.7 -0.7 -0.8 -0.7 -0.8 -0.7
Line 4 Debt securities FA574022045 58.7 18.9 19.5 19.4 18.9 19.7 19.3 20.1 17.5
Line 5 Open market paper FA573069143 -0.2 -1.8 -1.8 -1.8 -1.8 -1.8 -1.8 -1.9 -1.6
Line 6 Treasury securities FA573061143 36.8 20.9 21.7 21.6 21.0 21.9 21.4 22.4 19.4
Line 7 Agency- and GSE-backed securities FA573061743 17.6 8.4 8.7 8.6 8.4 8.8 8.6 9.0 7.8
Line 8 Corporate and foreign bonds FA573063043 4.5 -8.7 -9.0 -9.0 -8.7 -9.1 -8.9 -9.3 -8.1
Line 9 Loans FA574035045 7.2 3.4 3.5 3.5 3.4 3.6 3.5 3.6 3.2
Line 10 Security repurchase agreements FA572051043 -0.1 -1.1 -1.1 -1.1 -1.1 -1.2 -1.1 -1.2 -1.0
Line 11 Mortgages FA573065043 7.3 4.5 4.7 4.7 4.5 4.7 4.6 4.8 4.2
Line 12 Corporate equities FA573064143 -209.8 -157.8 -163.3 -162.7 -158.1 -165.3 -161.2 -168.6 -146.3
Line 13 Money market fund shares FA573034043 -0.3 -2.9 -3.0 -3.0 -2.9 -3.1 -3.0 -3.1 -2.7
Line 14 Mutual fund shares FA573064243 -53.1 -43.9 -45.5 -45.3 -44.0 -46.0 -44.9 -46.9 -40.8
Line 15 Miscellaneous assets FA573090045 187.8 114.3 116.0 115.3 110.0 118.3 113.6 122.3 96.1
Line 16 Unallocated insurance contracts(2) FA573095405 -5.1 -3.8 -3.9 -3.9 -3.8 -4.0 -3.9 -4.1 -4.0
Line 17 Contributions receivable FA573074043 0.2 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Line 18 Claims of pension fund on sponsor(3) FA573073005 221.4 146.6 149.5 148.7 142.4 152.2 146.6 156.8 126.6
Line 19 Other FA573093043 -28.7 -28.6 -29.6 -29.4 -28.6 -29.9 -29.2 -30.5 -26.5
Line 20 Net increase in pension entitlements (liabilities) FA574190043 -56.2 -68.8 -73.5 -73.5 -73.5 -73.5 -73.5 -73.5 -73.5

Notes:

  1. Includes claims on sponsor (i.e., unfunded pension entitlements).
  2. Includes products sold by life insurance companies, such as variable annuities and guaranteed investment contracts; series begins 1985:Q4.
  3. Unfunded defined benefit pension entitlements.
Last Update: June 11, 2026