Research
Stay informed with the most recent data, trends, and analysis from ICI’s Research team.
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.
Supplemental Info
All data and visuals for this document are available for download.
American Views on Defined Contribution Plan Saving, 2025 (pdf)
Supplemental Info
All data and visuals for this document are available for download.
Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf)
Supplemental Info
All data and visuals for this document are available for download.
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
Statistical Report
Report: The US Retirement Market, Fourth Quarter 2025 (xls)
(Quarterly)
Published:
529 Plans
ETFs
Statistical Report
Historical Report: Exchange-Traded Fund Data, February 2026 (xls)
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Published:
Statistical Report
Supplement: Exchange-Traded Fund Data, February 2026 (xls)
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Published:
Funds
Statistical Report
Supplement: Trends in Mutual Fund Investing, February 2026 (xls)
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Published:
Mutual
Statistical Report
Supplement: Trends in Mutual Fund Investing, February 2026 (xls)
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Published:
Funds
Statistical Report
Supplement: Trends in Mutual Fund Investing, February 2026 (xls)
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Published:
Trends
Statistical Report
Supplement: Trends in Mutual Fund Investing, February 2026 (xls)
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Published:
Market Data
Unit
Statistical Report
Historical Report: Unit Investment Trust Data, February 2026 (xlsx)
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(Monthly)Published:
Statistical Report
Release: Unit Investment Trust Deposits, February 2026
December 2025
(Monthly)Published:
Investment Trusts
Statistical Report
Report: Combined Active and Index Mutual Funds and ETFs, February 2026 (xls)
(Monthly)
Published:
ICI Research
Showing Results 25 - 30 of 1798 TotalMeet 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