L.118.c Private defined contribution pension funds1

Billions of dollars; amounts outstanding end of period, not seasonally adjusted

Line Description Series 2023 2024 2025 2024:Q3 2024:Q4 2025:Q1 2025:Q2 2025:Q3 2025:Q4
Line 1 Total financial assets FL574090055 9352.3 10551.8 11800.0 10561.7 10551.8 10298.5 11061.4 11644.5 11800.0
Line 2 Checkable deposits and currency FL573020033 7.5 5.5 3.3 6.0 5.5 5.0 4.6 3.8 3.3
Line 3 Time and savings deposits FL573030033 5.2 5.2 5.3 5.2 5.2 5.3 5.3 5.3 5.3
Line 4 Money market fund shares FL573034055 165.3 175.4 198.7 172.3 175.4 180.2 187.2 194.5 198.7
Line 5 Security repurchase agreements FL572051033 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Line 6 Debt securities LM574022035 593.2 645.3 755.7 651.7 645.3 675.2 702.6 737.2 755.7
Line 7 Open market paper FL573069133 12.1 12.2 12.4 12.2 12.2 12.3 12.3 12.4 12.4
Line 8 Treasury securities LM573061133 216.0 237.0 287.0 239.3 237.0 251.1 263.3 278.3 287.0
Line 9 Agency- and GSE-backed securities LM573061733 115.5 121.0 129.2 122.1 121.0 123.9 125.5 127.7 129.2
Line 10 Corporate and foreign bonds LM573063033 249.6 275.0 327.1 278.0 275.0 287.9 301.5 318.9 327.1
Line 11 Loans (mortgages) FL573065033 5.6 4.3 2.5 4.6 4.3 3.9 3.6 2.9 2.5
Line 12 Corporate equities LM573064133 2570.9 3248.5 4189.5 3143.6 3248.5 3112.3 3503.2 4064.9 4189.5
Line 13 Mutual fund shares LM573064255 4781.7 5242.9 5393.0 5348.1 5242.9 5098.2 5427.2 5399.1 5393.0
Line 14 Miscellaneous assets FL573090055 1222.7 1224.6 1252.0 1230.2 1224.6 1218.4 1227.7 1236.8 1252.0
Line 15 Unallocated insurance contracts2 FL573095505 547.8 560.7 573.6 564.1 560.7 555.7 567.1 573.2 573.6
Line 16 Contributions receivable FL573074033 49.7 53.4 58.0 52.5 53.4 54.4 55.2 57.0 58.0
Line 17 Other FL573093055 625.2 610.6 620.4 613.7 610.6 608.3 605.4 606.7 620.4
Line 18 Pension entitlements (liabilities) FL574090055 9352.3 10551.8 11800.0 10561.7 10551.8 10298.5 11061.4 11644.5 11800.0

Notes:

  1. Includes 401(k) and 403(b) type plans.
  2. Includes products sold by life insurance companies, such as variable annuities and guaranteed investment contracts; series begins 1985:Q4.

Last Update: 2026-03-19