Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Retirement Planning > Retirement Investing

Retirement assets

Your article was successfully shared with the contacts you provided.
  • $17.6 trillion: Total U.S. retirement assets by the end of 2007.
  • 40%: Percentage of all U.S. household financial assets made up of retirement assets.
  • 66%: Approximate percentage of retirement assets held in employer-sponsored accounts.
  • $4.6 trillion: Retirement assets managed by mutual funds.
  • 27%: Percentage of retirement assets made up by IRAs.

Source: Investment Company Institute