Starting in the first quarter of 2021, the survey was redesigned to collect additional variables and increase the number of pension funds covered quarterly.
This survey sample includes the top 250 trusteed pension plans, equating to approximately 90% of the total value of all trusteed pension assets. The survey no longer includes imputation for the remainder of the trusteed pension plan universe.
The new design allows for higher accuracy in certain variables, by reducing the share of assets classified in the “other assets” category.
For purposes of this survey, assets of “unknown nationality” include financial derivatives, mortgages, other fixed income, accrued interest and dividends, other receivables, life insurance annuity contracts and other investments.