The latest 529 plan data

529 plans ranked by 2Q2014 assets, including both direct-sold and adviser-sold plans

Nov 9, 2014 @ 12:01 am

RankStateProgram NameProgram Manager Assets (in $M)
1VACollegeAmericaAmerican Funds$47,551
2NYNew York's College Savings Program (Direct)Ascensus College Savings $16,012
3NVThe Vanguard 529 Savings PlanAscensus College Savings $10,418
4NHUnique College Investing PlanFidelity$9,689
5MENextGen College Investing Program (Adviser)Merrill Lynch$7,935
6RICollegeBoundfundAllianceBernstein$7,840
7UTUtah Educational Savings Plan TrustState of Utah$7,192
8CAScholarShare College Savings Plan TIAA-CREF$6,023
9MAU.Fund College Investing PlanFidelity$4,829
10OHBlackRock CollegeAdvantage 529 PlanBlackRock$4,743
11NHFidelity Advisor 529 PlanFidelity Advisors$4,346
12AKJohn Hancock Freedom 529T. Rowe Price$4,175
13MIMichigan Education Savings ProgramsTIAA-CREF$3,987
14OHCollegeAdvantageOhio Tuition Trust Authority$3,973
15IACollege Savings IowaAscensus College Savings $3,960
16MDMaryland College Investment PlanT. Rowe Price$3,948
17COScholars Choice College Savings ProgramLegg Mason$3,567
18ILBright Start College Savings Program (Direct)OppenheimerFunds$3,324
19NYNew York's College Savings Program (Adviser)Ascensus College Savings $3,302
20NJFranklin Templeton 529 College Savings PlanFranklin Templeton$3,108
21VAinVESTState of Virginia$2,815
22KSSchwab 529 College Savings ProgramAmerican Century$2,521
23CTConnecticut Higher Education Trust ProgramTIAA-CREF$2,293
24COCollegeInvest DirectAscensus College Savings $2,226
25MOMO$T (Direct)Ascensus College Savings $2,222
26NVUSAA College Savings PlanAscensus College Savings $2,212
27WIEdVest College Savings Program (Direct)TIAA-CREF$2,109
28AKT. Rowe Price College Savings PlanT. Rowe Price$1,940
29NMScholar's EdgeOppenheimerFunds$1,899
30ILBright Start College Savings Program (Adviser)OppenheimerFunds$1,885

529 Direct-Sold Savings Plans

StateProgram NameAssets (in $M)
NYNew York's College Savings Program (Direct)$16,012
NVThe Vanguard 529 Savings Plan$10,418
NHUnique College Investing Plan$9,689
UTUtah Educational Savings Plan Trust$7,192
CAScholarShare College Savings Plan $6,023
MAU.Fund College Investing Plan$4,829
MIMichigan Education Savings Programs$3,987
OHCollegeAdvantage$3,973
IACollege Savings Iowa$3,960
MDMaryland College Investment Plan$3,948

529 Adviser-Sold Savings Plans

RankStateProgram NameAssets (in $M)
1VACollegeAmerica$47,551
2MENextGen College Investing Program (Adviser)$7,935
3RICollegeBoundfund$7,840
4OHBlackRock CollegeAdvantage 529 Plan$4,743
5NHFidelity Advisor 529 Plan$4,346
6AKJohn Hancock Freedom 529$4,175
7COScholars Choice College Savings Program$3,567
8NYNew York's College Savings Program (Adviser)$3,302
9NJFranklin Templeton 529 College Savings Plan$3,108
10NMScholar's Edge$1,899

Source: Strategic Insight All data through June 30, 2014.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print