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401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015 (PDF)
Employee Benefit Research Institute [EBRI] and Investment Company Institute [ICI]
Aug. 3, 2017
60 pages. "On average, at year-end 2015, 66 percent of 401(k) participants' assets were invested in equity securities through equity funds, the equity portion of balanced funds, and company stock.... Nearly 65 percent of 401(k) plans, covering nearly three-quarters of 401(k) plan participants, included target-date funds in their investment lineup at year-end 2015.... A majority of new or recent hires invested their 401(k) assets in balanced funds, including target-date funds.... 401(k) participants' investment in company stock continued at historically low levels.... 401(k) participants were less likely to have loans outstanding at year-end 2015 than at year-end 2014."
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