Financial Accounts of the United States - Z.1
S129s2.1.t Private defined contribution pension funds 🕮 PDF
| Line | Description | Series | 2023 | 2024 | 2025 | 2025:Q1 | 2025:Q2 | 2025:Q3 | 2025:Q4 | 2026:Q1 | 2026:Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Line 1 | Net acquisition of financial assets | FA574090055 | 213.0 | 24.5 | 19.0 | 7.1 | 18.4 | 27.7 | 22.9 | 6.5 | 3.6 |
| Line 2 | Checkable deposits and currency | FA573020033 | -1.8 | 0.8 | 0.8 | 0.5 | 0.7 | 1.6 | 0.6 | 0.6 | 0.9 |
| Line 3 | Time and savings deposits | FA573030033 | 0.1 | 0.2 | 0.2 | 0.1 | 0.0 | 0.6 | 0.2 | 0.6 | 0.9 |
| Line 4 | Debt securities | FA574022035 | 32.9 | 16.2 | 76.2 | 56.4 | 65.0 | 120.1 | 63.2 | 91.9 | 135.6 |
| Line 5 | Open market paper | FA573069133 | 0.2 | 0.4 | 0.5 | 0.3 | 0.1 | 1.3 | 0.4 | 1.4 | 2.1 |
| Line 6 | Treasury securities | FA573061133 | 10.6 | 12.3 | 45.7 | 32.6 | 37.5 | 76.0 | 36.6 | 53.5 | 79.0 |
| Line 7 | Agency- and GSE-backed securities | FA573061733 | 5.2 | 4.5 | 7.0 | 4.9 | 0.7 | 16.5 | 5.9 | 21.1 | 31.2 |
| Line 8 | Corporate and foreign bonds | FA573063033 | 17.0 | -1.0 | 23.0 | 18.5 | 26.8 | 26.3 | 20.4 | 15.8 | 23.3 |
| Line 9 | Loans | FA574035035 | -0.6 | -1.6 | -2.2 | -1.4 | -0.2 | -5.5 | -1.7 | -6.0 | -0.8 |
| 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 | -1.6 | -2.2 | -1.4 | -0.2 | -5.5 | -1.7 | -6.0 | -0.8 |
| Line 12 | Corporate equities | FA573064133 | -22.4 | -72.9 | 293.0 | 45.2 | 202.1 | 854.6 | 70.0 | -111.8 | -101.3 |
| Line 13 | Money market fund shares | FA573034055 | 2.7 | 5.1 | 27.8 | 20.7 | 26.9 | 43.2 | 20.6 | 18.7 | 27.1 |
| Line 14 | Mutual fund shares | FA573064255 | 120.4 | 16.7 | -437.1 | -123.9 | -230.8 | -1176.3 | -217.3 | -193.0 | -210.4 |
| Line 15 | Miscellaneous assets | FA573090055 | 81.8 | 60.0 | 60.3 | 9.6 | -45.4 | 189.5 | 87.3 | 205.6 | 151.5 |
| Line 16 | Unallocated insurance contracts(2) | FA573095505 | -20.4 | 0.0 | 0.2 | 0.8 | 3.9 | -4.6 | 0.5 | -8.0 | -11.6 |
| Line 17 | Contributions receivable | FA573074033 | 3.9 | 1.3 | 3.3 | 2.1 | 0.3 | 8.2 | 2.5 | 8.9 | 13.1 |
| Line 18 | Other | FA573093055 | 98.3 | 58.6 | 56.8 | 6.6 | -49.6 | 186.0 | 84.3 | 204.7 | 150.0 |
| Line 19 | Net increase in pension entitlements (liabilities) | FA574090055 | 213.0 | 24.5 | 19.0 | 7.1 | 18.4 | 27.7 | 22.9 | 6.5 | 3.6 |
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: September 11, 2026