Large plans outperformed small plans in the second quarter of 2014, propelling the median return for all institutional assets tracked by the Wilshire Trust Universe Comparison Service to 3.43%. As it had a quarter ago, corporate funds delivered the largest size spread in returns, with the median return for small and large corporate funds 3.41% and 4.15%, respectively.
The analysis, which includes nearly 1,700 plans representing in excess of $3.5 trillion in assets, found that Taft Hartley health and welfare Funds were the lowest performing plan type for the fourth quarter in a row, with a median return of 2.23%. Foundations and endowments followed, with a median return of 3.42%, while large corporate funds with assets greater than $1 billion have a median return of 4.15%.
