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Story perspectives

US Retirement Funds Shift $500 Billion to Private Assets

9/17/2025

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Story summary
  • A Bloomberg Intelligence report shows US retirement funds are increasingly investing in private assets.
  • Regulatory pressures are influencing this shift, raising financial risk concerns.
  • The top 20 US pension funds have about $500 billion in private market investments.
  • Many funds have doubled their unlisted investment allocations in the last decade.
  • Overall, US retirement assets, totaling $43.4 trillion, are more exposed to private markets.