The share of retirement account assets managed by mutual funds in the United States increased overall between 1995 and 2021, despite some fluctuations. U.S. mutual funds managed 58 percent of the DC retirement plan assets in 2021.
Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle
DC plans include 401(k) plans, 403(b) plans, 457 plans, Keoghs, and other DC plans without 401(k) features.
Values have been taken from multiple publications.
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ICI. (June 8, 2022). Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle [Graph]. In Statista. Retrieved September 19, 2024, from https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/
ICI. "Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle." Chart. June 8, 2022. Statista. Accessed September 19, 2024. https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/
ICI. (2022). Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle. Statista. Statista Inc.. Accessed: September 19, 2024. https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/
ICI. "Share of Retirement Account Assets Managed by Mutual Funds in The United States from 1995 to 2021, by Type of Retirement Vehicle." Statista, Statista Inc., 8 Jun 2022, https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/
ICI, Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle Statista, https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/ (last visited September 19, 2024)
Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle [Graph], ICI, June 8, 2022. [Online]. Available: https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/