tailieunhanh - INVESTMENT COMPANY INSTITUTE The U.S. Retirement Market

Financial development is important for fostering economic growth and stability. This is a feature of the development process that has been extensively documented in the literatures (see Levine). 1 One of key components in this process is capital market development. For example, deepening the long-term local bond market facilitates the reduction of currency and maturity mismatches on corporations’ balance sheets. This also creates alternatives to bank financing that can support efficiency and stability. From investors’ point of view, deep and liquid capital markets increase the supply of differentiated assets facilitating investment choices. Perhaps most importantly for emerging markets (EMs), the macroeconomic. | 6 29 2011 INVESTMENT COMPANY INSTITUTE The . Retirement Market First Quarter 2011 . Retirement Market Table 1 Table 2 Table 3 . Total Retirement Market Assets Equity and Bond Returns Retirement Assets Share of Household Financial Assets Defined Contribution Plans Table 4 Table 5 Defined Contribution Plan Assets by Type of Plan 403 b Plan Assets and Share of Total 403 b Plan Assets by Type of Institution Individual Retirement Accounts IRAs Table 6 Table 7 Table 8 Table 9 Table 10 Table 11 IRA Assets by Type of Institution IRA Assets by Type of IRA Traditional IRA Assets and Flows Roth IRA Assets and Flows Employer-Sponsored IRAs Assets and Flows SIMPLE IRA Plans and Participants for a Sample of Mutual Fund Companies Retirement Account Assets Invested in Mutual Funds Table 12 Table 13 Table 14 Table 15 Table 16 Table 17 Table 18 Table 19 Table 20 Table 21 Table 22 Table 23 Defined Contribution Plan Holdings of Mutual Funds by Type of Plan Defined Contribution Plan Holdings of Mutual Funds by Type of Fund IRA Holdings of Mutual Funds by Type of IRA IRA Holdings of Mutual Funds by Type of Fund Estimated Net New Cash Flow to Mutual Funds from Retirement Accounts by Type of Fund Variable Annuity Mutual Fund Assets Non-Retirement Variable Annuity Mutual Fund Assets by Type of Fund Mutual Fund Retirement Assets by Type of Account and Fund Target Date Mutual Fund Assets Lifestyle Mutual Fund Assets Index Mutual Fund Assets Mutual Fund Retirement Account Assets as Share of Mutual Fund Assets Methodology References Retirement Data Methodolgy References Suggested citation Investment Company Institute. 2011. The . Retirement Market First Quarter 2011 June . http www. ici. org i nfo ret_ . Investment Company Institute 6 29 2011 Table 1 . Total Retirement Market Assets Billions of dollars end-of-period 1974-2010 2007 Q1-2011 Q1 IRAs DC plans1 Private DB plans State and local government pension plans Federal pension plans2 Annuities3 Total 1974 0 65 .