Date: October 31, 2022 Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2022 (xls)
Date: June 30, 2022 What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2019 (pdf)
Date: June 28, 2022 The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (pdf)
Date: June 28, 2022 Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (xls)
Date: May 3, 2022 Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (xls)