In this paper, Morningstar researchers examine the real, historical allocations to and performance of private equity in a selection of pension plans and how this data demonstrates the complexity of using PE in DC plans.

Recently, a bipartisan bill introduced by Congressmembers Jimmy Panetta, Ron Estes, Brendan Boyle, Darin LaHood, Madeleine Dean, and Andy Barr in the House would allow 403(b) plans to invest in collective investment trusts.