Page 16 - DCAC Nov 2025 Files
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Popular Retirement Plan Investment Vehicles
Institutional Collective
Mutual Funds Separate Investment
Accounts (ISAs) Trusts (CITs)
Available to
institutional Available to qualified
Available to all investors only. and certain gov.
investors Sponsored by retirement plans
recordkeeper’s only
platform
Regulated by state
Regulated by the insurance Regulated by the
SEC state and OCC
departments
All investment vehicles above are daily valued pooled investments available to retirement plans
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