Plan Sponsor Universe Definitions

CAI Total Plan Sponsor Group
The Total Fund Sponsor group consists of pension, endowment, foundation, and multi-employer total funds including both Callan clients and surveyed non-client funds.

CAI Corporate Plan Group
The Corporate Plan Sponsor group consists of corporate pension total funds including both Callan clients and surveyed non-client funds.

CAI Endowment/Foundation Group
The Endowment and Foundation group consists of endowment and foundation total funds including both Callan clients and surveyed non-client funds.

CAI Public Funds Group
The Public Funds group consists of public employee pension total funds including both Callan clients and surveyed non-client funds.

CAI Taft-Hartley Group
The Taft-Hartley group consists of multi-employer total funds including both Callan clients and surveyed non-client funds.