Home Research & Statistics Research Reports
- Ten Important Facts About IRAs (pdf)
May 15, 2020
- Defined Contribution Plan Participants’ Activities, First Quarter 2020 (pdf)
May 14, 2020
- Defined Contribution Plan Participants’ Activities, 2019 (pdf)
Apr 30, 2020
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2016 (pdf)
Apr 16, 2020
- Ten Important Facts About 401(k) Plans (pdf)
Mar 30, 2020
- Defined Contribution Plan Participants’ Activities, First Three Quarters of 2019 (pdf)
Feb 27, 2020
- American Views on Defined Contribution Plan Saving, 2019 (pdf)
Jan 28, 2020
- Defined Contribution Plan Participants’ Activities, First Half 2019 (pdf)
Dec 19, 2019
- Profile of Mutual Fund Shareholders, 2019 (pdf)
Dec 5, 2019
- Supplement: Profile Mutual Fund Shareholders, 2019 (xls)
Dec 4, 2019
- Defined Contribution Plan Participants’ Activities, First Quarter 2019 (pdf)
Aug 20, 2019
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2016 (pdf)
Jun 19, 2019
- Defined Contribution Plan Participants’ Activities, 2018 (pdf)
May 23, 2019
- Defined Contribution Plan Participants’ Activities, First Three Quarters of 2018 (pdf)
Feb 21, 2019
- Defined Contribution Plan Participants’ Activities, First Three Quarters of 2018 (pdf)
Feb 21, 2019
- American Views on Defined Contribution Plan Saving, 2018 (pdf)
Feb 7, 2019
- Profile of Mutual Fund Shareholders, 2018 (pdf)
Dec 20, 2018
- Supplement: Profile Mutual Fund Shareholders, 2018 (xls)
Dec 19, 2018
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2015 (pdf)
Dec 6, 2018
- Defined Contribution Plan Participants’ Activities, First Half 2018 (pdf)
Nov 29, 2018
- A Close Look at ETF Households (pdf)
Sep 28, 2018
- The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2016 (pdf)
Sep 18, 2018
- The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2016 (pdf)
Sep 18, 2018
- Defined Contribution Plan Participants’ Activities, First Quarter 2018 (pdf)
Aug 24, 2018
- Defined Contribution Plan Participants’ Activities, 2017 (pdf)
May 17, 2018
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2015 (pdf)
Mar 12, 2018
- Defined Contribution Plan Participants’ Activities, First Three Quarters of 2017 (pdf)
Feb 22, 2018
- American Views on Defined Contribution Plan Saving, 2017 (pdf)
Feb 1, 2018
- Defined Contribution Plan Participants’ Activities, First Half 2017 (pdf)
Nov 21, 2017
- Profile of Mutual Fund Shareholders, 2017 (pdf)
Oct 26, 2017
- Supplement: Profile Mutual Fund Shareholders, 2017 (xls)
Oct 25, 2017
- Defined Contribution Plan Participants’ Activities, First Quarter 2017 (pdf)
Aug 31, 2017
- The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2015 (pdf)
Jun 7, 2017
- The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2015 (pdf)
Jun 7, 2017
- Defined Contribution Plan Participants’ Activities, 2016 (pdf)
Jun 6, 2017
- Defined Contribution Plan Participants’ Activities, First Three Quarters of 2016 (pdf)
Feb 22, 2017
- American Views on Defined Contribution Plan Saving, 2016 (pdf)
Feb 22, 2017
- Supplement: Profile Mutual Fund Shareholders, 2016 (xls)
Feb 16, 2017
- Profile of Mutual Fund Shareholders, 2016 (pdf)
Feb 16, 2017
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2014 (pdf)
Dec 20, 2016
- What Happens When Rates Rise? A Forecast of Bond Mutual Fund Flows Under a 2013 Taper Tantrum Interest Rate Scenario (pdf)
Dec 13, 2016
- Defined Contribution Plan Participants’ Activities, First Half 2016 (pdf)
Oct 27, 2016
- Defined Contribution Plan Participants’ Activities, First Quarter 2016 (pdf)
Aug 11, 2016
- The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2014 (pdf)
Aug 4, 2016
- The IRA Investor Profile: Traditional IRA Investors' Activity, 2007–2014 (pdf)
Aug 4, 2016
- Defined Contribution Plan Participants' Activities, 2015 (pdf)
Jun 16, 2016
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans 2013 (pdf)
May 23, 2016
- Supplement: Profile Mutual Fund Shareholders, 2015 (xls)
Mar 18, 2016
- Profile of Mutual Fund Shareholders, 2015 (pdf)
Mar 18, 2016
- Defined Contribution Plan Participants' Activities, First Three Quarters of 2015 (pdf)
Feb 23, 2016
- American Views on Defined Contribution Plan Saving, 2015 (pdf)
Feb 4, 2016
- How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits
Jan 20, 2016
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2013 (pdf)
Dec 22, 2015
- Defined Contribution Plan Participants' Activities, First Half 2015 (pdf)
Nov 24, 2015
- Defined Contribution Plan Participants’ Activities, First Quarter 2015 (pdf)
Aug 6, 2015
- The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2013 (pdf)
Jul 28, 2015
- The IRA Investor Profile: Traditional IRA Investors' Activity, 2007–2013 (pdf)
Jul 14, 2015
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans (pdf)
Jun 30, 2015
- Defined Contribution Plan Participants' Activities, 2014 (pdf)
Apr 29, 2015
- The Role and Activities of Authorized Participants of Exchange-Traded Funds (pdf)
Mar 16, 2015
- Profile of Mutual Fund Shareholders, 2014 (pdf)
Feb 23, 2015
- Supplement: Profile of Mutual Fund Shareholders, 2014 (xls)
Feb 22, 2015
- Defined Contribution Plan Participants' Activities, First Three Quarters of 2014 (pdf)
Feb 11, 2015
- American Views on Defined Contribution Plan Saving (pdf)
Jan 20, 2015
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans (pdf)
Dec 8, 2014
- Defined Contribution Plan Participants’ Activities, First Half 2014 (pdf)
Nov 6, 2014
- Inside the Structure of Defined Contribution/401(k) Plan Fees, 2013 (pdf)
Aug 20, 2014
- Defined Contribution Plan Participants' Activities, First Quarter 2014 (pdf)
Aug 12, 2014
- The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2012 (pdf)
Jun 26, 2014
- Defined Contribution Plan Participants' Activities, 2013 (pdf)
Apr 23, 2014
- The IRA Investor Profile: Traditional IRA Investors' Activity, 2007-2012 (pdf)
Mar 10, 2014
- Profile of Mutual Fund Shareholders, 2013 (pdf)
Feb 24, 2014
- Supplement: Profile of Mutual Fund Shareholders, 2013 (xls)
Feb 23, 2014
- Defined Contribution Plan Participants' Activities, First Three Quarters of 2013 (pdf)
Feb 6, 2014
- Americans' Views on Defined Contribution Plan Saving (pdf)
Jan 29, 2014
- Defined Contribution Plan Participants' Activities, First Half 2013 (pdf)
Nov 5, 2013
- The IRA Investor Profile: Traditional IRA Investors' Activity, 2007-2011 (pdf)
Oct 17, 2013
- Defined Contribution Plan Participants' Activities, First Quarter 2013 (pdf)
Jul 31, 2013
- Defined Contribution Plan Participants' Activities, 2012 (pdf)
Apr 25, 2013
- Profile of Mutual Fund Shareholders, 2012 (pdf)
Feb 28, 2013
- Supplement: Profile of Mutual Fund Shareholders, 2012 (xls)
Feb 27, 2013
- America's Commitment to Retirement Security: Investor Attitudes and Actions, 2013 (pdf)
Feb 7, 2013
- Defined Contribution Plan Participants' Activities, First Half 2012 (pdf)
Nov 14, 2012
- The IRA Investor Profile: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf)
Jul 26, 2012
- The IRA Investor Profile: Appendix: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf)
Jul 25, 2012
- Defined Contribution Plan Participants’ Activities, First Quarter 2012 (pdf)
Jul 24, 2012
- The Implications of Capital Buffer Proposals for Money Market Funds (pdf)
May 16, 2012
- Money Market Fund Regulations: The Voice of the Treasurer (pdf)
Apr 19, 2012
- Defined Contribution Plan Participants' Activities, 2011 (pdf)
Apr 2, 2012
- Profile of Mutual Fund Shareholders, 2011 (pdf)
Feb 15, 2012
- America's Commitment to Retirement Security: Investor Attitudes and Actions (pdf)
Jan 24, 2012
- Inside the Structure of Defined Contribution/401(k) Plan Fees (pdf)
Nov 15, 2011
- Defined Contribution Plan Participants' Activities, First Half 2011 (pdf)
Oct 26, 2011
- The IRA Investor Profile: Traditional IRA Investors' Asset Allocation, 2007 and 2008 (pdf)
Sep 19, 2011
- The IRA Investor Profile: Appendix: Traditional IRA Investors' Asset Allocation, 2007 and 2008 (pdf)
Sep 18, 2011
- Defined Contribution Plan Participants' Activities, First Quarter 2011 (pdf)
Aug 8, 2011
- Defined Contribution Plan Participants' Activities, 2010 (pdf)
May 10, 2011
- Profile of Mutual Fund Shareholders, 2010 (pdf)
Feb 18, 2011
- Commitment to Retirement Security: Investor Attitudes and Actions (pdf)
Jan 27, 2011
- Pricing of U.S. Money Market Funds (pdf)
Jan 25, 2011
- The IRA Investor Profile: Appendix: Traditional IRA Investors' Rollover Activity, 2007 and 2008 (pdf)
Dec 23, 2010
- Traditional IRA Investors' Rollover Activity, 2007 and 2008 (pdf)
Dec 16, 2010
- Defined Contribution Plan Participants' Activities: First Half 2010 (pdf)
Oct 20, 2010
- Defined Contribution Plan Participants' Activities: First Quarter 2010 (pdf)
Aug 4, 2010
- The IRA Investor Profile: Traditional IRA Investors' Contribution Activity, 2007 and 2008 (pdf)
Jul 27, 2010
- The IRA Investor Profile: Appendix: Traditional IRA Investors' Contribution Activity, 2007 and 2008 (pdf)
Jul 26, 2010
- Profile of Mutual Fund Shareholders, 2009 (pdf)
Feb 23, 2010
- Enduring Confidence in the 401(k) System (pdf)
Jan 9, 2010
- Appendix: Regression Analysis for the Defined Contribution/401(k) Fee Study (pdf)
Jun 24, 2009
- Defined Contribution/401(k) Fee Study (pdf)
Jun 24, 2009
- Report of the Money Market Working Group (pdf)
Mar 17, 2009
- Profile of Mutual Fund Shareholders, 2008 (pdf)
Feb 27, 2009
- Retirement Saving in Wake of Financial Market Volatility (pdf)
Dec 19, 2008
- Equity and Bond Ownership in America, 2008 (pdf)
Dec 15, 2008
- Appendices: Additional Figures for Equity and Bond Ownership in America, 2008 (pdf)
Dec 14, 2008
- Defined Contribution Plan Distribution Choices at Retirement (pdf)
Oct 21, 2008
- Oversight of Fund Proxy Voting (pdf)
Jul 10, 2008
- Profile of Mutual Fund Shareholders, 2007 (pdf)
Apr 24, 2008
- Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf)
Mar 17, 2008
- Cost-Benefit Analysis of the Summary Prospectus Proposal (pdf)
Feb 28, 2008
- Understanding Investor Preferences for Mutual Fund Information (pdf)
Aug 25, 2006
- Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf)
May 18, 2006
- Competition in the Mutual Fund Business (pdf)
Jan 17, 2006
- Equity Ownership in America, 2005 (pdf)
Nov 10, 2005
- Appendices: Additional Figures for Equity Ownership in America, 2005 (pdf)
Nov 9, 2005
- Mutual Funds and Portfolio Turnover (pdf)
Nov 17, 2004
- Profile of Mutual Fund Shareholders (pdf)
Oct 21, 2004
- Reports of "Portfolio Pumping" by Mutual Funds: A Closer Look (pdf)
Jul 23, 2004
- Profile of Households Saving for College (pdf)
Oct 6, 2003
- Equity Ownership in America, 2002 (pdf)
Sep 26, 2002
- Profile of Mutual Fund Shareholders, 2001 (pdf)
Oct 1, 2001
- Defined Contribution Plan Distribution Choices at Retirement (pdf)
Nov 1, 2000
- 401(k) Plan Participants: Characteristics, Contributions, and Account Activity (pdf)
May 1, 2000
- Equity Ownership in America (pdf)
Oct 1, 1999
- Profile of Mutual Fund Shareholders, 1998 (pdf)
Sep 1, 1999
- Retirement Plan Holdings of Mutual Funds (pdf)
Oct 1, 1997
- Shareholder Assessment of Bond Fund Risk Ratings (pdf)
Oct 1, 1997
- Understanding Shareholders' Use of Information and Advisers (pdf)
Apr 25, 1997
- Mutual Fund Shareholders: The People Behind the Growth (pdf)
Jun 1, 1996
- The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Summary (pdf)
May 30, 1996
- The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Volume 1 (pdf)
May 29, 1996
- The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Volume 2 (pdf)
May 28, 1996
- Shareholder Assessment of Risk Disclosure Methods (pdf), April 1996
Apr 1, 1996
- 401(k) Plans: How Plan Sponsors See the Marketplace (pdf)
Dec 1, 1995
- Profiles of First-Time Mutual Fund Buyers (pdf)
Dec 1, 1994
- Distribution Channels for Mutual Funds: Understanding Shareholder Choices (pdf)
Jun 1, 1994
- Understanding Shareholder Redemption Decisions (pdf)
Dec 1, 1993
- Piecing Together Shareholder Perceptions of Investment Risk (pdf)
Apr 1, 1993
