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.

Closing soon
Investment Management Consultants

Dist. date: Sept. 25, 2017 | Due date: Oct. 20, 2017 | Issue date: Nov. 27, 2017
Annual survey of the firms providing investment management consulting to retirement funds, endowments, foundations and other clients. Data include assets under advisement, management and investment outsourcing, revenue mix, advice, searches and other services offered, proprietary and third-party databases, breakouts by client type and region, number of consultants on staff and areas of expertise.


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


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.