July 29, 1994
TO: BOARD OF GOVERNORS NO. 68-94
DIRECT MARKETING COMMITTEE NO. 21-94
INDUSTRY STATISTICS COMMITTEE NO. 15-94
MARKETING POLICY COMMITTEE NO. 35-94
MEMBERS - ONE PER COMPLEX NO. 54-94
PENSION COMMITTEE NO. 24-94
PUBLIC INFORMATION COMMITTEE NO. 26-94
RESEARCH COMMITTEE NO. 21-94
SALES FORCE MARKETING COMMITTEE NO. 28-94
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 19-94
SMALL FUNDS COMMITTEE NO. 11-94
RE: Annual Mutual Fund Pension Statistics
__________________________________________________________
Enclosed is a copy of the results of our annual survey for
retirement assets invested in mutual funds for 1993. A copy of the
revised statistics for 1992 is also enclosed.
Estimates for the various categories of retirement assets were
imputed based on responses from 105 complexes covering 83.71
percent of total industry assets. Each pension category was
separately estimated using assumptions based on information from
other sources. The survey collects data on a complex-by-complex
basis and attempts to include street name accounts. Figures may be
different from other surveys which collect data on a fund-by-fund
basis and may not include street name accounts.
Please contact the undersigned at (202) 326-5917 if you have
any questions.
Kathy Rabon-Summers
Director of Industry Studies