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.
American Views on Defined Contribution Plan Saving, 2025 (pdf)
Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf)
The Wealth-Building Power of 401(k) Plans
The 401(k) plan continues to offer workers across all income levels a disciplined way to save and invest, helping them build significant assets over time. The continued success of these plans shows...
Latest Statistical Publications
Retirement Market
Report: The US Retirement Market, Fourth Quarter 2025 (xls)
529 Plans
ETFs
Historical Report: Exchange-Traded Fund Data, February 2026 (xls)
Login or click here to get access to our Member Statistical ReportSupplement: Exchange-Traded Fund Data, February 2026 (xls)
Login or click here to get access to our Member Statistical ReportFunds
Supplement: Trends in Mutual Fund Investing, February 2026 (xls)
Login or click here to get access to our Member Statistical ReportMutual
Supplement: Trends in Mutual Fund Investing, February 2026 (xls)
Login or click here to get access to our Member Statistical ReportFunds
Supplement: Trends in Mutual Fund Investing, February 2026 (xls)
Login or click here to get access to our Member Statistical ReportTrends
Supplement: Trends in Mutual Fund Investing, February 2026 (xls)
Login or click here to get access to our Member Statistical ReportMarket Data
Unit
Historical Report: Unit Investment Trust Data, February 2026 (xlsx)
Login or click here to get access to our Member Statistical ReportRelease: Unit Investment Trust Deposits, February 2026
Investment Trusts
Report: Combined Active and Index Mutual Funds and ETFs, February 2026 (xls)
ICI Research
Showing Results 1795 - 1798 of 1798 TotalNorm AI
Norm Ai is the Legal & Compliance AI Company trusted by the world's most sophisticated regulated firms managing over $30T in assets to help them move faster, reduce risk, and unlock growth across critical legal, compliance, and business workflows.
Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational...
Envision Financial Systems, Inc
Envision is the leading provider of real time shareholder recordkeeping and service solutions for investment companies. These solutions help our clients operate with greater efficiency through advanced process automation, while maintaining the highest levels of compliance. Further we help...
Invested in America
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Meet the Research Team
2025 Investment Company Fact Book
Explore the comprehensive guide to trends, data, and insights in in the investment company industry.
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