Financial Accounts of the United States - Z.1
S129s2.1.t Private defined contribution 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 | FA574090055 | 205.4 | 46.1 | 14.8 | 40.2 | 12.5 | 31.7 | 10.1 | 5.1 | 25.8 |
| Line 2 | Checkable deposits and currency | FA573020033 | -1.8 | -2.1 | -1.5 | -2.0 | -1.3 | -0.6 | -2.7 | -1.3 | -2.6 |
| Line 3 | Time and savings deposits | FA573030033 | 0.1 | 0.1 | 0.0 | 0.1 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 |
| Line 4 | Debt securities | FA574022035 | 32.9 | 58.9 | 76.9 | 64.4 | 62.9 | 82.6 | 96.4 | 65.6 | 42.9 |
| Line 5 | Open market paper | FA573069133 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 |
| Line 6 | Treasury securities | FA573061133 | 10.6 | 24.4 | 37.3 | 27.7 | 29.3 | 42.4 | 46.7 | 30.9 | 14.1 |
| Line 7 | Agency- and GSE-backed securities | FA573061733 | 5.2 | 4.9 | 3.7 | 4.9 | 3.6 | 2.7 | 4.8 | 3.6 | 5.5 |
| Line 8 | Corporate and foreign bonds | FA573063033 | 17.0 | 29.5 | 35.8 | 31.7 | 29.9 | 37.4 | 44.7 | 31.0 | 23.1 |
| Line 9 | Loans | FA574035035 | -0.6 | -1.4 | -1.3 | -1.4 | -1.0 | -0.8 | -2.3 | -1.0 | -1.6 |
| Line 10 | Security repurchase agreements | FA572051033 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Line 11 | Mortgages | FA573065033 | -0.6 | -1.4 | -1.3 | -1.4 | -1.0 | -0.8 | -2.3 | -1.0 | -1.6 |
| Line 12 | Corporate equities | FA573064133 | -22.4 | 102.9 | 410.2 | 121.2 | 122.6 | 222.3 | 1136.2 | 159.6 | 181.7 |
| Line 13 | Money market fund shares | FA573034055 | 3.0 | 10.2 | 22.8 | 12.5 | 18.6 | 27.6 | 28.5 | 16.6 | 2.1 |
| Line 14 | Mutual fund shares | FA573064255 | 114.0 | -107.1 | -485.3 | -139.8 | -164.4 | -271.1 | -1231.7 | -273.9 | -153.0 |
| Line 15 | Miscellaneous assets | FA573090055 | 80.3 | -15.2 | -7.0 | -14.8 | -25.0 | -28.3 | -14.4 | 39.5 | -43.7 |
| Line 16 | Unallocated insurance contracts(2) | FA573095505 | -23.0 | -6.5 | -4.3 | -6.2 | -3.4 | -0.0 | -11.1 | -2.7 | -8.3 |
| Line 17 | Contributions receivable | FA573074033 | 3.9 | 3.8 | 3.4 | 3.8 | 2.8 | 2.1 | 6.1 | 2.8 | 4.3 |
| Line 18 | Other | FA573093055 | 99.4 | -12.5 | -6.1 | -12.4 | -24.3 | -30.3 | -9.4 | 39.5 | -39.7 |
| Line 19 | Net increase in pension entitlements (liabilities) | FA574090055 | 205.4 | 46.1 | 14.8 | 40.2 | 12.5 | 31.7 | 10.1 | 5.1 | 25.8 |
Notes:
- Includes 401(k) and 403(b) type plans.
- Includes products sold by life insurance companies, such as variable annuities and guaranteed investment contracts; series begins 1985:Q4.
Last Update: June 11, 2026