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Fact Book

2024 Investment Company Fact Book (pdf)

Research

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

Research

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

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...

Perspective

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

Perspective

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

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...

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...

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...

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