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Sharp increase in both assets and liabilities for the pension world's $20 billion club


March 2011

Bob Collie


Bob Collie, FIA
Chief Research Strategist




Assets and liabilities grew dramatically in 2010 for the sixteen publicly listed U.S. corporations with pension liabilities over $20 billion. These corporations - which this Russell research labels the "$20 billion club" - now have a combined $740 billion of pension liabilities on their balance sheets, up from $700 billion last year. The value of their assets rose from $578 billion to $619 billion over the same time in 2010.

Source: Corporate pension disclosures based on the corporations' financial years rather than calendar years.

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Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.

Date of first use: March 2011

USI-9036


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