To provide summary data on the assets, revenue, and expenditure of the largest
public-employee retirement systems. The United States Code, Title 13, authorizes
this survey and provides for voluntary responses. Coverage is for 100 largest state and local government public-employee retirement
systems, which comprise about 85 percent of national activity among such entities. Data are collected on the financial holdings and activities of the largest
public employment retirement systems. The financial holdings data show assets
in various types of securities such as stocks, bonds, federal notes, and mortgages.
Revenue data consist of earnings, as well as contributions from governments
and employees. Expenditure data are primarily payments to beneficiaries and
administrative costs. Data collection starts at the beginning of each calendar quarter and continues
for about 3 months. Data have been collected quarterly since 1968. Asset amounts
are as of the end of each calendar quarter (March, June, September, December).
Revenue collected and payments made represent transactions during the preceding
calendar quarter. A mail-out/mail-back survey of the 100 largest state and local government
employee retirement systems. All respondents are given the option of submitting
their data using our Web based instrument on the Internet. Systems are selected based on the value of their assets as shown in the most
recent Census of Governments. Systems are selected to account for about 85 percent
of the financial activity of all state and local retirement systems. One hundred
systems are in the current survey panel. The panel is drawn from a universe
of about 2,200 public employee retirement systems and is updated after each
census. Quarterly Summary of Public-Employee
Retirement Systems reports are published about 3 months after each calendar
quarter. Summary tables show national financial transactions in the largest
public employee retirement systems and trends for the past 5 years. Provides the most current data about investment decisions by public employee
retirement systems, which are among the largest types of institutional investors
in U.S. financial markets. The Bureau of Economic Analysis uses these data to update the governments sectors
of the Gross Domestic Product accounts. The Federal Reserve Board uses the data
in developing the flow of funds accounts. Investment bankers and analysts monitor
the data to assess changes in the investment patterns of public-employee retirement
systems. Public policy specialists and economists use the data in econometric
models that assess general economic conditions and state and local government
financial activities. EXPLORE INFORMATION CONTINUE OVERVIEW
QUARTERLY PUBLIC-EMPLOYEE RETIREMENT SYSTEMS SURVEY
PURPOSE
COVERAGE
CONTENT
FREQUENCY
METHODS
PRODUCTS
SPECIAL FEATURES
USES
RELATED PROGRAMS
Annual Survey of State
and Local Government Finances
State and Local Government
Public-Employee Retirement System Survey
Annual Public Employment
Survey