The latest 529 plan data

529 plans ranked by 2Q2014 assets, including both direct-sold and adviser-sold plans.
JAN 28, 2015
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.

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