Date: October 31, 2023 Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2023 (xlsx)
Date: October 25, 2023 Changes in 401(k) Plan Asset Allocation Among Consistent Participants, 2016–2020 (pdf)
Date: October 24, 2023 ICI Comment Letter to IRS on New Roth Catch-Up Requirement Under SECURE 2.0 Act
Date: October 10, 2023 ICI Comment Letter on Margin Requirements for Uncleared Swaps for Swap Dealers and Major Swap Participants
Date: October 5, 2023 ICI Global Responds to Proposed UK Voluntary Code of Conduct for ESG Ratings and Data Providers