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US Pension Funds Market Size (2024 - 2029)

The US Pension Funds Market is anticipated to experience significant growth in its market size over the forecast period, driven by the increasing value of assets under management. Traditionally focused on bonds and equities, pension funds are diversifying their portfolios to include alternative investments such as hedge funds, private equity, and real estate, in response to market volatility. The impact of COVID-19 on retirement savings has prompted reforms and a greater reliance on funded pension programs managed by the private sector, which are expected to play a crucial role in retirement income delivery and contribute substantially to financial markets as a source of long-term savings.

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Market Size of US Pension Funds Industry

US Pension Funds Market Summary
Study Period 2020 - 2029
Base Year For Estimation 2023
Market Size (2024) USD 6.14 Trillion
Market Size (2029) USD 9.40 Trillion
CAGR (2024 - 2029) 8.90 %
Market Concentration Medium

Major Players

US Pension Funds Market Major Players

*Disclaimer: Major Players sorted in no particular order

US Pension Funds Market Analysis

The US Pension Funds Market size in terms of assets under management value is expected to grow from USD 6.14 trillion in 2024 to USD 9.40 trillion by 2029, at a CAGR of 8.90% during the forecast period (2024-2029).

A pension fund is an investment made to provide for retirement income. Pension funds have traditionally invested in bonds and equities with long-term investment horizons, and given the market volatility, they have diversified their portfolios by allocating funds to alternatives like hedge funds, private equity, real estate, and others. COVID-19 had a negative impact on various economies, which resulted in impacting retirement savings, retirement savings schemes, providers, regulators, and supervisors, potentially leading to further lowering the income from the retirement fund market.

In recent years, the market has witnessed intense reform efforts in countries around the globe, often involving increased use of funded pension programs managed by the private sector. These funded arrangements are likely to play an increasingly important role in delivering retirement income in many countries, and privately managed pension assets will play an increasing role in financial markets, notably as a source of long-term savings.

US Pension Funds Industry Segmentation

A pension fund is an investment made to provide for retirement income. They typically have large amounts of money to invest in listed and private companies. The United States Pension Fund Industry Is Segmented Based On The Type Of Pension Plan (Distributed Contribution, Distributed Benefit, Reserved Fund, And Hybrid). The Report Offers Market Size And Forecasts For The United States Pension Funds Market In Terms Of Value (USD) For All The Above Segments.

Type of Pension Plan
Distributed Contribution
Distributed Benefit
Reserved Fund
Hybrid
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US Pension Funds Market Size Summary

The US pension funds market is poised for significant growth over the forecast period, driven by strategic asset allocation and diversification efforts. Traditionally, pension funds have focused on bonds and equities, but in response to market volatility, there has been a notable shift towards alternative investments such as hedge funds, private equity, and real estate. This diversification is aimed at minimizing risk and maximizing long-term returns, which is crucial for maintaining the standard of living post-retirement. The market has also been influenced by global reform efforts, with an increasing emphasis on funded pension programs managed by the private sector, enhancing their role in providing retirement income and contributing to financial markets as a source of long-term savings.

The landscape of the US pension funds market is characterized by the presence of major players such as the Social Security Administration, California Public Employees' Retirement System, and Franklin Templeton, among others. These entities are pivotal in shaping the market dynamics through their substantial asset sizes and strategic investments. Recent developments, such as the California Public Employees' Retirement System's investment in small private equity firms and Franklin Templeton's acquisition of Lexington Partners, highlight the ongoing efforts to boost returns and expand influence in the market. As pension funds continue to evolve, they remain a critical component of financial planning, ensuring that individuals have the necessary resources to sustain their lifestyle after retirement.

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US Pension Funds Market Size - Table of Contents

  1. 1. MARKET INSIGHTS AND DYNAMICS

    1. 1.1 Market Overview

    2. 1.2 Market Drivers

    3. 1.3 Market Restraints

    4. 1.4 Value Chain / Supply Chain Analysis

    5. 1.5 Industry Attractiveness - Porter's Five Forces Analysis

      1. 1.5.1 Bargaining Power of Buyers/Consumers

      2. 1.5.2 Bargaining Power of Suppliers

      3. 1.5.3 Threat of New Entrants

      4. 1.5.4 Threat of Substitute Products

      5. 1.5.5 Intensity of Competitive Rivalry

    6. 1.6 Insights on Latest Trends and Technological Innovations in the Industry

    7. 1.7 Impact of COVID-19 on market

  2. 2. MARKET SEGMENTATION

    1. 2.1 Type of Pension Plan

      1. 2.1.1 Distributed Contribution

        1. 2.1.1.1 Distributed Benefit

        2. 2.1.1.2 Reserved Fund

        3. 2.1.1.3 Hybrid

US Pension Funds Market Size FAQs

The US Pension Funds Market size is expected to reach USD 6.14 trillion in 2024 and grow at a CAGR of 8.90% to reach USD 9.40 trillion by 2029.

In 2024, the US Pension Funds Market size is expected to reach USD 6.14 trillion.

US Pension Funds Market Report Snapshots

US Pension Funds Market Size & Share Analysis - Growth Trends & Forecasts (2024 - 2029)