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| Percent Distribution of Assets in 401(k) Type Plans with 100 or
More Participants by type of asset, 1985-1993 |
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| Type of Asset | 1985 | 1986 | 1987 | 1988 | 1989 | 1991 | 1992 | 1993 |
TOTAL |
100 |
100 | 100 | 100 | 100 | 100 | 100 | 100 |
| Cash | 5 | 5 | 7 | 8 | 8 | 9 | 8 | 8 |
| Receivables | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| U.S. Government securities | 7 | 7 | 7 | 6 | 6 | 7 | 6 | 6 |
| Corporate debt securities | 6 | 6 | 6 | 6 | 5 | 6 | 4 | 5 |
| Corporate stock (other than that of the plan sponsor) | 23 | 23 | 21 | 21 | 22 | 20 | 20 | 19 |
| Employer securities | 24 | 19 | 19 | 17 | 16 | 16 | 16 | 16 |
| Loans to participants | - | - | - | 1 | 1 | 2 | 2 | 2 |
| Value of funds held in insurance company general account | 29 | 31 | 32 | 32 | 34 | 30 | 28 | 21 |
| Value of interest in registered investment companies | 2 | 3 | 3 | 4 | 4 | 7 | 12 | 19 |
| Other investments and assets1/ | 3 | 3 | 2 | 2 | 1 | 1 | 1 | 1 |
| 1/Includes
partnership/joint venture interests, real estate, loans (other than to
participants), and miscellaneous other investments. Each year about 5 to 8
percent of total assets are reported on the Form 5500 under other investments.
An examination of a small sample of plans reporting other investments indicate
that virtually all of these assets are common types of holdings such as stocks,
bonds, and unallocated insurance contracts, that have been misreported. In this
table such assets have been reallocated to the appropriate categories based on
the findings from the plans examined. - Data not available. NOTES: Excludes all ESOPs with a 401(k) type arrangement. Percent distributions may not add to 100 because of rounding. SOURCE: Form 5500 series reports filed with the Internal Revenue Service for 1985-93 plan years. The distributions are tabulated from data sets created by merging the Form 5500 files with files containing financial data from pooled fund arrangements invested in by plans. In the merged data sets, the pooled fund assets reported by plans have been redistributed to the underlying asset categories. Data are not available for 1990 and 1994. |
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