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In your post about your chosen public state pension plan, include the following: Identify the amount of assets held by the plan, the amount of liabilities of the plan, and the percent funded of the plan

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In your post about your chosen public state pension plan, include the following:

• Identify the amount of assets held by the plan, the amount of liabilities of the plan, and the percent funded of the plan.
• Identify the amount and percentage of assets invested in fixed income securities and mortgage-backed securities.
• Identify the categories and weights of fixed income securities in the portfolio.
• Identify the weights in the fixed income security portfolio according to bond ratings.
• Identify the duration of the fixed income portfolio.
• Describe the investment strategy for fixed income securities identified by the pension plan.
• Describe the benchmark used by the pension fund for the fixed income securities, and how the pension fund has performed against this benchmark.
• Suggest one change to the fixed income portfolio to enhance the portfolio’s returns, within the guidelines of the stated fixed income portfolio strategy.
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• Searching for a Public Pension Plan
  • To search for a state public pension plan’s annual report, visit the web page Pension Plan Data (Links to an external site.).
  • Search by state to find the name of a state’s public pension plan.
  • Once you have chosen a state and a plan, click on that plan.
  • See the title PLAN DATA: _______ (name of plan) on the first page.
  • See left navigation Menu Items: Plan Basics; Assets, Benefits, and Participants; Costs; Actuarial Funding; Investments; and Cash Flow.
  • Click on the link to cash flow.
  • Below the cash flow charts, there is a section 20XX Financial Report, which contains a link to the latest annual financial report.
  • Click on the link for the annual financial report. It may take several minutes to load the plan document.
  • Download the document as a .pdf and easily review the .pdf.
  Note: Some states do not provide the annual financial report, but instead, provide an actuarial report. Do not use an actuarial report. Choose another state.For example:
  • Search for “Alabama.”
  • Choose “Alabama Teachers.”
  • Under Cash Flow, there is a section 2018 Financial Report. Beneath it, there is a link to the Comprehensive Annual Financial Report.