Rhode Island State and Teacher — assets, returns and funding
Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge
Rhode Island State and Teacher (Rhode Island) reported $8.8bn of assets for fiscal year 2025, a one-year investment return of 8.4%, and was 66.2% funded — below the ~80% mark the industry reads as sound.
| Total assets (FY 2025) | $8.8bn |
| 1-year return | 8.4% |
| 5-year return (annualised) | 10.6% |
| 10-year return (annualised) | 7.9% |
| Funded ratio (GASB) | 66.2% |
How the money is invested (asset allocation)
Rhode Island State and Teacher held 42.3% of its assets in public equities and 22.1% in private equity for fiscal year 2025 — the largest of 6 sleeves it reports, with the rest below:
| Public equities | 42.3% |
| Private equity | 22.1% |
| Fixed income (bonds) | 21.0% |
| Hedge funds | 6.7% |
| Real estate | 5.9% |
| Cash | 2.0% |
Compare Rhode Island State and Teacher with similar plans
The plans most worth reading Rhode Island State and Teacher against — similar in size, or invested in the same managers — side by side, each with its own page for the detail:
| Plan | Assets | 1-yr return | Funded ratio | Why comparable |
|---|---|---|---|---|
| Rhode Island Municipal | $2.5bn | 8.4% | 85.2% | Same state — Rhode Island |
| Providence (RI) ERS | $610m | 11.9% | 28.0% | Same state — Rhode Island |
| Indiana Police and Fire | $9.2bn | 11.0% | 88.1% | Similar size |
| Missouri State Employees | $9.4bn | 9.8% | 55.4% | Similar size |
| Houston (TX) Police | $8.3bn | 9.4% | 94.2% | Similar size |
| Philadelphia (PA) Municipal | $9.5bn | 12.8% | 65.4% | Similar size |
Questions this page answers
How much does Rhode Island State and Teacher have in assets?
Rhode Island State and Teacher reported $8.8bn in total assets for fiscal year 2025, as compiled by the Public Plans Database.
What return did Rhode Island State and Teacher make on its investments?
Rhode Island State and Teacher reported a 8.4% one-year investment return for fiscal year 2025, and 7.9% a year over the past ten years, per the Public Plans Database.
Is Rhode Island State and Teacher fully funded?
Rhode Island State and Teacher was 66.2% funded for fiscal year 2025 — below the ~80% mark many treat as reasonably sound. US public plans face no federal funding minimum, and actuaries add that the trend matters more than any single line (Public Plans Database).
How is Rhode Island State and Teacher's money invested?
Rhode Island State and Teacher held 42.3% of its assets in public equities and 22.1% in private equity, its largest sleeves for fiscal year 2025 (Public Plans Database).
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.