Duluth (MN) Teachers — 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 2014 —
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.
Duluth (MN) Teachers (Minnesota) reported $226m of assets for fiscal year 2014, a one-year investment return of 18.3%, and was 56.9% funded — meaning the assets on hand covered that share of the benefits it has promised.
| Total assets (FY 2014) | $226m |
| 1-year return | 18.3% |
| 5-year return (annualised) | 14.6% |
| 10-year return (annualised) | 6.3% |
| Funded ratio (GASB) | 56.9% |
Figures as reported for fiscal year 2014 · 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.