Resources

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Comment Letter

ICI Comment Letter on the Department of Labor's Proposed Information Collection Request

The Investment Company Institute submitted a comment letter on the proposed Information Collection...
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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (pdf)

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Perspective

Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (xlsx...

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ICI Viewpoints

The DOL’s Hurried Fiduciary Rule Poses Lasting Harm to Investors

April 12, 2024—When it comes to their investments, Americans enjoy more information, choice, and...
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Fact Sheet

Working for America’s Middle Class

The US retirement system is the envy of the world, thanks largely to the success of defined...
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Research

American Views on Defined Contribution Plan Saving, 2023 (pdf)

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News Release

EBRI/ICI Study Shows 401(k) Participants’ Asset Allocations Favor Investment in Equities

November 29, 2022—According to a new joint study from the Employee Benefit Research Institute (EBRI)...
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FAQ

401(k) Plan Research: FAQs

Frequently Asked Questions About 401(k) Plan Research How large are 401(k)s? As of June 30, 2021...
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ICI Viewpoints

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...