Survey Calendar

Surveys listed below pertain to certain special reports on P&I's Editorial Calendar for which P&I collects the data using proprietary questionnaires. Results will appear on the issue dates specified and P&I may reuse the data for subsequent reports and other purposes. Data from these surveys are available online in the P&I Research Center or for purchase in the Data Store. Please send questions or requests for surveys to Anthony Scuderi at or 212-210-0140.

Largest U.S. Retirement Funds
Dist. date: Oct. 2, 2017 | Due date: Oct. 27, 2017 | Issue date: Feb. 5, 2018
Annual survey of the top 1,000 U.S. retirement funds with breakouts by total defined benefit and defined contribution plan assets; in-depth data on the top 200 funds including contributions, payouts, asset allocations, investment strategies, plan features, key personnel, consultants, money managers and other service providers; and summary data on the smaller funds.


DC Service Providers
Dist. date: Jan. 29, 2018 | Due date: Feb. 23, 2018 | Issue date: April 2, 2018


Investment Management Consultants

Issue date: Nov. 27, 2017

DC Mutual Funds/Target-Date Strategies

Issue date: Oct. 30, 2017

Real Estate Investment Managers
Issue date: Oct. 16, 2017

Index Managers
Issue date: Oct. 2, 2017

Investment Outsourcing
Issue date: June 26, 2017

Money Managers
Issue date: May 29, 2017

Data from the surveys listed above may be used for additional special reports, including DC Money Managers, P&I/WTW Mega Funds and P&I/WTW Mega Managers.

P&I also conducts the following survey not listed above:
Hedge Funds & Hedge Funds of Funds; contact: Christine Williamson, or 312-649-5217.

P&I believes the information listed above to be accurate at the time the schedule was prepared, but all reports and dates are subject to change. P&I also may conduct other surveys throughout the year not specified herein.