Current Graph

Mutual Fund Retirement Assets By Type Of Plan, 2020 (1)

($ billions, end of year)

 

(1) Preliminary data. Excludes defined benefit plans.

Source: Investment Company Institute. 2021. 2021 Investment Company Fact Book: A Review of Trends and Activities in the U.S. Investment Company Industry. Washington, D.C. Investment Company Institute. www.icifactbook.org.

Archived Graphs

MUTUAL FUND RETIREMENT ASSETS BY TYPE OF PLAN, 2011 (1)

($ billions, end of year)

 

(1) Preliminary data. Does not include defined benefit plans.

Source: Investment Company Institute.

MUTUAL FUND RETIREMENT ASSETS BY TYPE OF PLAN, 2010 (1)

($ billions, end of year)

 

(1) Preliminary data. Does not include defined benefit plans.

Source: Investment Company Institute.

MUTUAL FUND RETIREMENT ASSETS BY TYPE OF PLAN, 2009 (1)

($ billions, end of year)

 

(1) Preliminary data.

Source: Investment Company Institute.

MUTUAL FUND RETIREMENT ASSETS BY TYPE OF PLAN, 2008 (1)

($ billions)

 

(1) Preliminary data.

Source: Investment Company Institute.

MUTUAL FUND RETIREMENT ASSETS BY TYPE OF PLAN, 2013 (1)

($ billions, end of year)

 

(1) Preliminary data. Excludes defined benefit plans.

Source: Investment Company Institute, Investment Company Fact Book 2014. www.ici.org.

MUTUAL FUND RETIREMENT ASSETS BY TYPE OF PLAN, 2014 (1)

($ billions, end of year)

 

(1) Preliminary data. Excludes defined benefit plans.

Source: Investment Company Institute, Investment Company Fact Book 2015. www.ici.org.

Mutual Fund Retirement Assets By Type Of Plan, 2015 (1)

($ billions, end of year)

 

(1) Preliminary data. Excludes defined benefit plans.

Source: Investment Company Institute, 2016 Investment Company Fact Book. www.ici.org.

Mutual Fund Retirement Assets By Type Of Plan, 2016 (1)

($ billions, end of year)

 

(1) Preliminary data. Excludes defined benefit plans.

Source: Investment Company Institute. 2017 Investment Company Fact Book: A Review of Trends and Activities in the U.S. Investment Company Industry. www.icifactbook.org.

Mutual Fund Retirement Assets By Type Of Plan, 2017 (1)

($ billions, end of year)

 

(1) Preliminary data. Excludes defined benefit plans.

Source: Investment Company Institute. 2018 Investment Company Fact Book: A Review of Trends and Activities in the U.S. Investment Company Industry. www.icifactbook.org.

Mutual Fund Retirement Assets By Type Of Plan, 2018 (1)

($ billions, end of year)

 

(1) Preliminary data. Excludes defined benefit plans.

Source: Investment Company Institute. 2019. 2019 Investment Company Fact Book: A Review of Trends and Activities in the U.S. Investment Company Industry. Washington, D.C. Investment Company Institute. www.icifactbook.org.

Mutual Fund Retirement Assets By Type Of Plan, 2019 (1)

($ billions, end of year)

 

(1) Preliminary data. Excludes defined benefit plans.

Source: Investment Company Institute. 2020. 2020 Investment Company Fact Book: A Review of Trends and Activities in the U.S. Investment Company Industry. Washington, D.C. Investment Company Institute. www.icifactbook.org.