Date: December 19, 2024 Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2023 (xlsx)
Date: October 31, 2024 Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2024 (xlsx)
Date: August 27, 2024 What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances and Asset Allocations, 2016–2022 (pdf)
Date: August 27, 2024 Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2022 (xlsx)
Date: July 16, 2024 The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (pdf)
Date: July 16, 2024 Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (xlsx)