Mutual Funds

 

MUTUAL FUND RETIREMENT ASSETS, 2002-2011

($ billions, end of year)

Year Employer-sponsored
defined contribution
accounts (1)
IRAs Total retirement
2002 $1,094 $1,037 $2,131
2003 1,410 1,317 2,727
2004 1,634 1,509 3,143
2005 1,838 1,688 3,526
2006 2,159 2,015 4,174
2007 2,409 2,288 4,697
2008 1,639 1,585 3,224
2009 2,102 1,953 4,054
2010 2,466 2,222 4,687
2011 2,490 2,192 4,682

(1) Includes 401(k) plans, 403(b) plans, 457 plans, Keoghs and other defined contribution plans without 401(k) features; does not include defined benefit plan mutual fund assets. 

Note: Components may not add to totals due to rounding.

Source: Investment Company Institute.

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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.

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  • Of the total $5.3 trillion in mutual fund assets held by retirement plans at the end of 2012, 53 percent were invested in equity funds, including 40 percent in domestic funds and 13 percent in foreign funds.