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: September 12, 2023 How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020 (pdf)