Research
The ICI/ISS MI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2023 (pdf)
The latest ICI/ISS Mutual Fund Institute Defined Contribution Plan Profile study examines private-sector 401(k) plans in 2023 and finds that employers play a critical role in the success of 401(k) plans and their ability to help American workers prepare for retirement.
American Views on Defined Contribution Plan Saving, 2025 (pdf)
Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf)
The Wealth-Building Power of 401(k) Plans
The 401(k) plan continues to offer workers across all income levels a disciplined way to save and invest, helping them build significant assets over time. The continued success of these plans shows...
Latest Statistical Publications
Retirement Market
Report: The US Retirement Market, Fourth Quarter 2025 (xls)
529 Plans
ETFs
Historical Report: Exchange-Traded Fund Data, March 2026 (xls)
Login or click here to get access to our Member Statistical ReportSupplement: Exchange-Traded Fund Data, March 2026 (xls)
Login or click here to get access to our Member Statistical ReportFunds
Supplement: Trends in Mutual Fund Investing, March 2026 (xls)
Login or click here to get access to our Member Statistical ReportMutual
Supplement: Trends in Mutual Fund Investing, March 2026 (xls)
Login or click here to get access to our Member Statistical ReportFunds
Supplement: Trends in Mutual Fund Investing, March 2026 (xls)
Login or click here to get access to our Member Statistical ReportTrends
Supplement: Trends in Mutual Fund Investing, March 2026 (xls)
Login or click here to get access to our Member Statistical ReportMarket Data
Unit
Historical Report: Unit Investment Trust Data, March 2026 (xlsx)
Login or click here to get access to our Member Statistical ReportRelease: Unit Investment Trust Deposits, March 2026
Investment Trusts
Report: Combined Active and Index Mutual Funds and ETFs, March 2026 (xls)
Login or click here to get access to our Member Statistical ReportICI Research
Showing Results 1807 - 1812 of 1812 TotalBetaNXT, Inc.
BetaNXT is a leading provider of frictionless wealth management enterprise solutions, powered by real-time data capabilities. We support key stakeholders across the financial services ecosystem—including broker-dealers, advisors, wealth managers, issuers, asset managers and transfer agents.
Our integrated approach empowers clients with scalable trading and settlement services, robust asset servicing capabilities, regulatory-compliant investor communications, and advanced data management and analytics. BetaNXT’s solutions streamline operations, enhance productivity, strengthen compliance and
Computershare Fund Services
Computershare Fund Services (CFS) delivers comprehensive proxy solutions for organizational events across mutual funds, closed-end funds, ETFs, life and annuity products, and a range of alternative investments and vehicles, including Real Estate Investment Trusts (REITs). In addition, we provide end-to-end compliance and regulatory mailing solutions to support our clients’ governance and reporting obligations. As a preferred proxy solicitor for mutual fund issuers, insurance companies, and annuity providers, CFS brings deep industry knowledge and an experienced proxy team capable of managing
Norm AI
Norm Ai is the Legal & Compliance AI Company trusted by the world's most sophisticated regulated firms managing over $30T in assets to help them move faster, reduce risk, and unlock growth across critical legal, compliance, and business workflows.
Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A
Envision Financial Systems, Inc
Envision is the leading provider of real time shareholder recordkeeping and service solutions for investment companies. These solutions help our clients operate with greater efficiency through advanced process automation, while maintaining the highest levels of compliance. Further we help organizations grow, improve, and handle change with confidence and expediency. Fundamentally, we are focused on innovation, flexibility, and a forward looking approach to problem solving.
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Meet the Research Team
2026 Investment Company Fact Book
Explore the comprehensive guide to trends, data, and insights in in the investment company industry.
Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book