Resources

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Fact Book

2024 Investment Company Fact Book (pdf)

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Research

The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2020 (pdf...

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Research

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf)

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News Release

IRAs Play a Key Role in US Households’ Retirement Planning

February 29, 2024—ICI’s latest research shows in mid-2023, 55.5 million US households, or 42.2...
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Perspective

The Role of IRAs in US Households’ Saving for Retirement, 2023 (pdf)

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Perspective

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

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Fact Sheet

Working for America’s Middle Class

The US retirement system is the envy of the world, thanks largely to the success of defined...
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News Release

Investment Company Institute Announces Inaugural Research Summer Workshop

February 13, 2024—ICI announced its Inaugural Research Summer Workshop on Regulated Funds and Retail...
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News Release

Gen Z Saving for Retirement Earlier Than Generations Before Them

February 6, 2024—According to new research published by the Investment Company Institute (ICI), Gen...