How IRA Owners Invest Their Assets

Where do individual retirement account (IRA) owners put their money? New research from the unique EBRI IRA Database finds that almost 40 percent of IRA assets are invested in equities, just over 20 percent is in money funds, 12 percent are in balanced funds, and almost 14 percent are in other types of investments.

These findings represent the first look at detailed IRA asset allocation information from the only database that is able to anonymously link individual IRA owners across multiple IRA providers. This allows for more accurate measurement of IRA assets and ownership, and the tracking of retirement assets as they move through different types of retirement plans.

Full results are published in the May 2011 EBRI Notes, online here.  The press release is online here.

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President and CEO, EBRI

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