Financial Accounts of the United States - Z.1
S129.t Private and public pension funds 🕮 PDF
| Line | Description | Series | 2023 | 2024 | 2025 | 2025:Q1 | 2025:Q2 | 2025:Q3 | 2025:Q4 | 2026:Q1 | 2026:Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Line 1 | Gross saving less net capital transfers paid | FA596000105 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 2 | Fixed nonresidential investment | FA595013005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 3 | Net acquisition of financial assets(2) | FA594090005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 4 | Checkable deposits and currency | FA593020005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 5 | Time and savings deposits | FA593030005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 6 | Debt securities | FA594022005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 7 | Open market paper | FA593069105 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 8 | Treasury securities | FA593061105 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 9 | Agency- and GSE-backed securities | FA593061705 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 10 | Municipal securities | FA593062045 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 11 | Corporate and foreign bonds | FA593063005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 12 | Loans | FA594035005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 13 | Security repurchase agreements | FA592051005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 14 | Other loans and advances(3) | FA343069005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 15 | Mortgages | FA593065005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 16 | Corporate equities | FA593064105 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 17 | Money market fund shares | FA593034005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 18 | Mutual fund shares | FA593064205 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 19 | Hedge fund shares | FA593064745 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 20 | Private debt fund shares | FA593064545 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 21 | Miscellaneous assets | FA593090005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 22 | Unallocated insurance contracts(4) | FA593095005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 23 | Contributions receivable | FA573074005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 24 | Claims of pension fund on sponsor(5) | FA593073005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 25 | Other | FA593093005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 26 | Net increase in pension entitlements (liabilities) | FA594190005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Memo: | |||||||||||
| Line 27 | Household retirement assets(6) | FA153050015 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 28 | Defined benefit plans | FA594190045 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 29 | Defined contribution plans | FA594090055 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 30 | Individual retirement plans (IRAs)(7) | FA893131573 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 31 | Annuities at life insurance companies(8) | FA543150015 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
Notes:
- Sum of private, state and local government employee, and federal government employee defined benefit and defined contribution pension plans.
- Includes claims on sponsor (i.e., unfunded pension entitlements).
- Nonmarketable Treasury securities classified as loans and suspended reinvestments in the Thrift Savings Plan G Fund.
- Includes products sold by life insurance companies, such as variable annuities and guaranteed investment contracts; series begins 1985:Q4.
- Unfunded defined benefit pension entitlements.
- Households' retirement assets in tax-deferred accounts, including employer sponsored pension plans, IRAs, Roth IRAs, and annuities.
- IRA assets are not included above. See memo item on the pension entitlements table (F6.2.t) for a sectoral distribution of IRA accounts.
- Annuities held in IRAs are excluded. They are included in line 28.
Last Update: August 28, 2026