Date: February 29, 2024 Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2023 (xls)
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)