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WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
Due to hedge portfolios and growth assets, funded status rose 1% this month from 87.5% to 88.5%.
A framework for setting and achieving pension objectives
Due to growth assets and interest rates, funded status rose 1.4% this month from 88.5% to 89.9%.
Due to hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
Due to interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.
Due to growth assets and interest rates, funded status rose 1.5% this month from 85.4% to 86.9%.
Due to a decrease in rates, funded status fell 2.7% this month from 88.1% to 85.4%.