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RESEARCH

Research

Stay informed with the most recent data, trends, and analysis from ICI’s Research team.

Perspective

Who Participates in Retirement Plans, 2020 (pdf)

May 6, 2026

Supplemental Info

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Research

The ICI/ISS MI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2023 (pdf)

The latest ICI/ISS Mutual Fund Institute Defined Contribution Plan Profile study examines private-sector 401(k) plans in 2023 and finds that employers play a critical role in the success of 401(k) plans and their ability to help American workers prepare for retirement.

March 11, 2026

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American Views on Defined Contribution Plan Saving, 2025 (pdf)

February 24, 2026

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Perspective

Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf)

November 11, 2025

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March 26, 2026

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March 26, 2026

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(Yearly)

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March 4, 2026

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April 11, 2025

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April 29, 2026

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Supplement: Exchange-Traded Fund Data, March 2026 (xls)

(Monthly)

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April 29, 2026

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Release: Trends in Mutual Fund Investing, March 2026

(Monthly)

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April 29, 2026

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Report: Aggregate Monthly Mutual Fund Historical File, March 2026 (xls)

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April 29, 2026

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Statistical Report

Release: Trends in Mutual Fund Investing, March 2026

(Monthly)

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April 29, 2026

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Report: Aggregate Monthly Mutual Fund Historical File, March 2026 (xls)

(Monthly)

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April 29, 2026

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(Monthly)

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April 29, 2026

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April 29, 2026

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Statistical Report

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April 29, 2026

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May 14, 2026

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May 14, 2026

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April 15, 2026

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April 15, 2026

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Report: Combined Active and Index Mutual Funds and ETFs, March 2026 (xls)

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April 30, 2026

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Envision Financial Systems, Inc

Invested in America

Proud partner of America250. Learn how investment funds are engrained in the story of America.

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Meet the Research Team

Chief Economist

Chief Economist

Exchange-Traded Funds (ETFs)

Senior Director, Industry & Financial...

Shane Worner

Senior Director, Industry & Financial...

Areas of Expertise

Closed-End Funds

Common Ownership Theory

Financial Stability

Mutual Funds

Sarah Holden

Senior Director, Retirement & Investor...

Sarah Holden

Senior Director, Retirement & Investor...

Retirement Plan Participation

Judy Steenstra is senior director of...

Judy Steenstra

Judy Steenstra is senior director of...

Areas of Expertise

Closed-End Funds

Exchange-Traded Funds (ETFs)

Global

Open-End Funds

Unit Investment Trusts (UITs)

Steven Bass

Steven Bass is an Economist at ICI.

Steven Bass

Steven Bass is an Economist at ICI.

Areas of Expertise

401(k)

Defined Contribution Plans

IRAs

Retirement Plan Participation

Associate Economist

Associate Economist

Peter Brady is a Senior Economic Adviser at...

Peter Brady

Peter Brady is a Senior Economic Adviser at...

Economist, Retirement and Investor Research

Daniel Schrass

Economist, Retirement and Investor Research

Assistant Director

Assistant Director

Senior Economic Advisor

Hammad Qureshi

Senior Economic Advisor

Areas of Expertise

Exchange-Traded Funds (ETFs)

Senior Economist

Senior Economist

Senior Economist

Senior Economist

Common Ownership Theory

Assistant Economist

Assistant Economist

Senior Economist

Senior Economist

Common Ownership Theory

Fees and Expenses

Money Market Funds

2026 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry.

Visit the Fact Book Website

Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

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