Equable Finance Database - Allocations.xlsx

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1	Objective:	The purpose of this file is to provide access to a subset of the full Equable Finance Database. In this file you can find the data for all plans limited to just those variables related to plan asset allocations.
2	Organization:	The data in this file are organized in one tab but are also parsed across other separate files also available on the Equable website.
3		For all plans in one place, please reference the "Combined" tab. Alternately, plans are separated into state-administered plans in the "State" tab and municipally-administered plans in the "Municipal" tab.
4		Note that no graphics are contained in this file.
5	Data Sources:	These finance data were drawn from the following sources:
6	1)	Pension Data: All data pertaining to pension plan assets, liabilities, payroll, contributions, or other elements of the public retirement systems examined in the report were compiled using plan-specific reports. This means data were extracted primarily from plan valuation reports and comprehensive annual financial reports (ACFRs), but other supplemental data were also collected from state ACFRs, investment reports, and other publicly available sources.
7	Notes:	Please note that, as of this publication, all plans have finished their FY 2024; however, the majority of plans have not published their 2024 documents. In cases where actual totals have not yet been reported, we have collected reported investment returns or have used our asset benchmarks to estimate 2024 funded levels. As new data are released, we will update our figures. In addition, not all plans have published their actuarial valautions or ACFRs for FY 2023. In those cases we have sought to find their data from investment reports or other documents published by the plans. If no specific data were available, we have estimated their 2023 data.
8	Scaling:	Note that all variables that report totals in dollar figures use raw, nominal dollars as reported in their source documents. All percentages are reported as raw proportions. For all other variables please consult with the "Codebook" tab or the Equable Finance Database Documentation for additional details.
9	Questions:	For any questions related to the data in this file, please contact jon@equable.org
10	Additional Data:	For additional data (or to access the raw data used to compile the figures reported in this file), please send an inquiry to either anthony@equable.org or jon@equable.org
11	Last Updated:	August 9, 2024
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