Pension and retirement funds

Create a list or look up a fund

Pensions & Investments Research Center

• Screen by asset owner or money manager, or look up specific funds or managers. 

• Also includes legal & regulatory developments, M&A history, and a people search function.

Capital IQ

• Go to Screening -->Companies.

• Under Investment Firm Type, select Corporate, Government or Union Pension Plan Sponsor.  

Preqin

• Go to Search For-->Investors.  

• Click More Filters, and under Investor Type, select Private Pension Plan and/or Public Pension Plan. 

• Add more filters as desired.

Morningstar Direct

• Provides performance and holdings analysis of investments. Individual lookup or screening capabilities.

• For earlier historical data, use print volumes of Directory of Pension Funds and Their Investment Managers

Articles, News, & Research

Pensions & Investments

Business Source Complete or ABI/Proquest

• To find academic and news articles on retirement plans, use keywords “retirement plans” or "pension plans" and limit the search to the subject or abstract field. Other suggested terms include “defined contribution pension plans” and “defined benefit pension plan.”

• To narrow the search by location, add a geographic area (e.g., Netherlands) to the search.

• Add a date range, if desired.

• Limit to scholarly or peer-reviewed articles, if desired.

HOLLIS

• Find articles using keywords from additional databases.

Center for Retirement Research at Boston College

Employee Benefit Research Institute (EBRI)

Industry Associations

PensionsEurope: Brussels-based federation of national pension fund associations across the EU/EEA.

International Centre for Pension Management (ICPM):

Network focused on institutional investment and governance of large pension funds.

American Retirement Association (ARA): Umbrella body over five sister organizations: ASPPA (actuaries/pension professionals), ASEA (enrolled actuaries), NAPA (plan advisors), NTSA (tax-deferred savings, esp. 403(b)/K-12/healthcare), and PSCA (plan sponsors). T

Insured Retirement Institute (IRI): Trade association for the insured retirement industry, representing the sector before federal regulators, Congress, and state legislators.

National Conference on Public Employee Retirement Systems (NCPERS): Association representing public pension professionals from local plans to statewide systems, with a strong focus on trustee/fiduciary education.