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844. Mutual Fund Retirement Assets
[In billions of dollars, except percent (208 represents $208,000,000,000).Based on data from the Institute's Annual Questionnaire for RetirementStatistics. The 1999 survey
gathered data from over 8,000mutual fund share classes representing 83 percent of equity funds,74 percent of bond and hybrid funds, and 69 percent of money market funds.Assets were
estimated for all non-reporting funds. Reporting funds were groupedby investment objective and a percentage increase (from previous data)by investment objective was determined.These
ratios were used to estimate data for non-reporting funds.Estimates of retirement assets in street name and omnibus accounts were derivedfrom data reported on the Annual Survey of
Retirement Statistics andthe Annual Institutional Shareholder survey]
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Type of
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1990
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1991
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1992
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1993
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1994
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1995
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1996
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1997
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1998
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1999
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account
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Mutual fund retirement assets
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208
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324
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423
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587
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666
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918
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1,172
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1,509
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1,881
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2,426
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Percent of total retirement assets
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5
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7
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8
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10
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11
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13
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15
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16
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17
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19
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Individual retirement accounts (IRA's)
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141
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189
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239
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324
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352
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479
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602
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764
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944
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1,222
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Employer-sponsored defined
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contribution retirement plans
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67
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135
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184
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263
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314
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439
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570
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745
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937
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1,204
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401(k) plans 1
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35
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46
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82
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140
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184
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266
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349
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471
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598
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777
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Percent of total 401(k) assets
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9
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10
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15
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23
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27
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31
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33
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37
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41
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45
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403(b) plans 2
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15
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68
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74
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86
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90
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119
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146
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183
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227
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281
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457 plans 3
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2
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2
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3
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4
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6
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8
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11
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16
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22
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30
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Other defined contribution plans 4
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15
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20
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25
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33
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35
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46
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64
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75
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90
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116
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Percent of all mutual funds:
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Mutual fund retirement assets
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20
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23
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26
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28
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31
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33
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33
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34
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34
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35
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Individual retirement accounts (IRA's)
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13
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14
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15
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16
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16
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17
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17
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17
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17
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18
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Employer-sponsored retirement plans
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6
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10
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11
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13
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15
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16
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16
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17
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17
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18
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1 See headnote, Table 616. May also include some profit-sharing plan assets that do not have a 401(k) feature.
2 Section 403(b) of the Internal Revenue Code permits employees of certain charitableorganizations, nonprofit hospitals, universities, and public schools to
establishtax-sheltered retirement programs. These plans may invest in either annuity contractsor mutual fund shares.
3 These plans are deferred compensation arrangements for government employees andemployees of certain tax-exempt organizations.
4 Includes thrift savings, stock bonus, target benefit, money purchase, and allother defined contribution plans.
Source: Investment Company Institute, Washington, DC,Fundamentals, Investment Company Institute Research in Brief,"Mutual Funds and the Retirement Market";Vol. 9, No. 2, May 2000
(http://www.ici.org) (copyright).
http://www.ici.org/
https://allcountries.org/uscensus/844_mutual_fund_retirement_assets.html
These tables are based on figures supplied by the United States Census Bureau, U.S. Department of Commerce and are subject to revision by the Census Bureau.
Copyright © 2019 Photius Coutsoukis and Information Technology Associates, all rights reserved.
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