Boston (MA) RS — assets, returns and funding
Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge
Newest reported year for this plan: fiscal year 2024 —
public plans publish audited figures 6–12 months after year end, and the database compiles
them in batches, so this is the current public record, not a stale copy.
Boston (MA) RS (Massachusetts) reported $10.5bn of assets for fiscal year 2024, a one-year investment return of 8.9%, and was 76.1% funded — meaning the assets on hand covered that share of the benefits it has promised.
| Total assets (FY 2024) | $10.5bn |
| 1-year return | 8.9% |
| 5-year return (annualised) | 6.7% |
| 10-year return (annualised) | 6.7% |
| Funded ratio (GASB) | 76.1% |
How the money is invested (asset allocation)
Share of total assets by sleeve, as the plan reported it for FY 2024 — sleeves the plan does not report are omitted:
| Public equities | 49.4% |
| Fixed income (bonds) | 25.6% |
| Private equity | 11.2% |
| Real estate | 8.3% |
| Hedge funds | 5.0% |
| Cash | 0.6% |
Figures as reported for fiscal year 2024 · Data: Public Plans Database (Center for Retirement Research at Boston College / MissionSquare Research Institute / NASRA) — used with attribution under its non-commercial terms · Refresh: quarterly pull, annual figures · Limitations: public plans report with a lag — FY figures arrive months after year end; returns are as reported by the plan, net/gross basis varies by plan
See also: all tracked plans · how the private-equity funds these plans invest in have actually performed, from the plans' own disclosures: private market performance, and where plans' numbers diverge on the same fund.