Table 1
Trusteed pension funds: Market value of assets by type
First quarter 2020p | First quarter 2020 | Second quarter 2020p | Second quarter 2020 | First quarter 2020 to second quarter 2020 | |
---|---|---|---|---|---|
millions of dollars | % of total assets | millions of dollars | % of total assets | % change | |
Total assets | 2,016,178 | 100.0 | 2,080,061 | 100.0 | 3.2 |
Bonds | 663,295 | 32.9 | 686,626 | 33.0 | 3.5 |
Stocks | 477,591 | 23.7 | 496,360 | 23.9 | 3.9 |
Mortgages | 25,822 | 1.3 | 25,894 | 1.2 | 0.3 |
Real estate | 248,848 | 12.3 | 248,257 | 11.9 | -0.2 |
Short-term | 95,573 | 4.7 | 87,752 | 4.2 | -8.2 |
Other assets | 496,252 | 24.6 | 525,809 | 25.3 | 6.0 |
Assets, funds under $10 million | 8,798 | 0.4 | 9,363 | 0.5 | 6.4 |
p
preliminary
Source(s):
Table 11-10-0076-01.
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