Series analyzer for FA573034363.Q

Private defined contribution pension funds; variable annuity money market fund shares held by 403(b) plans; asset

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Total 403(b) plan financial assets are calculated as variable annuity mutual fund and money market account assets from the College Retirement Equities Fund (CREF) Stock, Global Equities, Growth, Equity Index, Bond Market, Inflation-linked Bond, Social Choice and Money Market accounts assets from Morningstar Direct, plus non-variable annuity mutual fund assets from table 6 of the Investment Company Institute report: The U.S. Retirement Market, plus the life insurance unallocated contract share of 403(b) private pension assets estimated from DOL form 5500 micro data where the life insurance share is the sum of investment in pooled separate accounts and insurance company unallocated contracts general accounts. Quarterly data is interpolated from annual data if quarterly data is unavailable. The private pension fund share of 403b plan assets is equal to DOL form 5500 micro data tabulations of pension plans that are flagged as 403(b) plans divided by total 403(b) plan assets as estimated above. The private pension fund share prior to available 5500 data is equal to the earliest available data. Level for private defined contribution pension funds variable annuity money market fund shares held by 403(b) plans calculated as the private pension fund share of Morningstar Direct data on CREF Money Market account total assets. Unadjusted transactions are the difference in levels. Data for the last ten years show no significant seasonality.

Derived from:
FOF CodeDescription
+ FU573034363.QPrivate defined contribution pension funds; variable annuity money market fund shares held by 403(b) plans; asset
+ FS573034363.QPrivate defined contribution pension funds; variable annuity money market fund shares held by 403(b) plans; asset

Used in:
FOF CodeDescription
+ FA573034055.QPrivate defined contribution pension funds, including 403(b) plans; money market fund shares; asset
+ FA574090065.QPrivate pension funds; total financial assets held by 403(b) plans
- FA543034385.QLife insurance companies, separate accounts; variable annuity money market fund shares; asset