- 12.5 million accounts invested in $259 billion assets in 529 savings and prepaid plans - 11.3 million accounts invested in $235 billion assets in 529 savings plans - 1.2 million accounts invested in $24 billion assets in 529 prepaid plans

1. 529 College Savings 2Q 2015 529 College Savings Plan Data Highlights
11.3 Million Families Save $235 Billion in 529 savings plans
Total 529 savings plan assets were an estimated $234.7 billion as of 2Q 2015, reflecting a
1.2% increase from 1Q 2015 assets of $231.9 billion and a 6.4% increase from 2Q 2014
assets of $220.6 billion. In contrast to other products, long-term mutual fund and ETF
assets (excluding fund-of-fund affiliated) increased 0.2% over the past quarter from $14,106
billion to $14,139 billion and increased 4.5% over the past year from $13,536 billion.
Estimated 529 net inflows were $3.4 billion in 2Q 2015 compared to net inflows of $3.0
billion in 2Q 2014.
Source: Strategic Insight
The graph above provides 529 savings plan industry assets and net flows for the last nine
quarters. This chart reflects year-over-year highs in assets under management and
therefore usage of 529 plans by families. 529 savings plans have successfully helped
families to save and to effectively save in a smart and tax-advantaged manner for their
higher education goals. Estimated 529 net inflows (contributions minus withdrawals) were
$3.4 billion in 2Q 2015 compared to net inflows of $3.0 billion in 2Q 2014 which reflects that
investors are successfully using 529 plans for their intended purpose of saving, and saving
for QHEE (qualified higher education expenses).
From an industry asset level perspective, 529 saving plans continue to reach year-over-year
highs. Therefore investor interest in 529 plans and saving for education in a tax-efficient
manner continues to rise, and especially as part of year-end tax planning.

2. 2Q 2015 529 College Savings Plan Data Highlights
The charts below provide data on the Top 10 529 Savings Plans by 2Q 2015 Assets and the
Top 5 529 Program Managers by 2Q 2015 Asset.
Source: Strategic Insight
Source: Strategic Insight
Strategic Insight
For more than 25 years, Strategic Insight has been at the forefront of thorough, unbiased mutual fund industry
research and business intelligence. We provide our variety of products and services to a range of clients,
including executives from more than 200 investment management and insurance companies, distributors,
investment banks, hedge funds, consultants and law firms. Strategic Insight’s parent company, Asset
International, delivers critical, cutting edge data, research and marketing programs to mutual fund companies,
banks, asset managers and insurance companies worldwide. The company has offices in New York, Boston,
Hong Kong, London, Melbourne and Stamford, CT. For additional information, visit www.SIonline.com.
For information on any 529 College Savings related products, please e-mail pcurley@sionline.com or
call 617-399-5621. Copyright © 2015 by Strategic Insight. All rights reserved.

3. 529 Prepaid Plans 2Q 2015 529 Prepaid Plan Data Highlights
Highlights: Total 529 prepaid plan assets were an estimated $23.86 billion as of 2Q 2015 compared to
$23.92 billion in 1Q 2015 and $23.73 billion in 2Q 2014. When analyzing only the open 529 prepaid plans,
assets decreased 0.1% in 2Q 2015 and increased 2.1% since 2Q 2014. The total number of active
accounts for 529 prepaid plans was 1,194,460 which reflects an 8.9% decrease since 2Q 2014, while
open 529 prepaid plans decreased by 8.3% during that time period.
Of the 18 out of 19 prepaid plans that provided the specific data components in 2Q 2015, gross
contributions (or new contributions) were a total of $0.50 billion. Of the 14 plans that provides gross
contributions and gross distributions for 2Q 2015, 1Q 2015 and 2Q 2014, gross contributions increased
28.3% from $0.38 billion in 2Q 2014 to $0.49 billion in 2Q 2015. While gross distributions increased from
$0.24 billion in 2Q 2014 to $0.28 billion in 2Q 2015, while net flows as defined as gross contributions
minus gross distributions increased from $0.14 billion in 2Q 2014 to $0.21 billion in 2Q 2015.
In comparison to other dedicated college savings investment options, total 529 savings plan assets were
an estimated $234.7 billion as of 2Q 2015, reflecting a 1.2% increase from 1Q 2015 assets of $231.9
billion and a 6.4% increase from 2Q 2014 assets of $220.6 billion. The total number of active accounts for
529 college savings plans increased 4.9% from 2Q 2014 to 2Q 2015. In comparison to other investment
products, long-term mutual fund and ETF assets (excluding fund-of-fund affiliated) increased 0.2% over
the past quarter from $14,106 billion to $14,139 billion and increased 4.5% over the past year from
$13,536 billion.
Methodology: Strategic Insight 529 data is based on primary information provided by asset managers
and state agencies only. Strategic Insight collects information directly for 19 out of 19 529 Prepaid Plans
captured in this report.
Strategic Insight
For more than 25 years, Strategic Insight has been at the forefront of thorough, unbiased mutual fund industry
research and business intelligence. We provide our variety of products and services to a range of clients,
including executives from more than 200 investment management and insurance companies, distributors,
investment banks, hedge funds, consultants and law firms. Strategic Insight’s parent company, Asset
International, delivers critical, cutting edge data, research and marketing programs to mutual fund companies,
banks, asset managers and insurance companies worldwide. The company has offices in New York, Boston,
Hong Kong, London, Melbourne and Stamford, CT. For additional information, visit www.SIonline.com.
For information on any 529 College Savings related products, please e-mail pcurley@sionline.com or call
617-399-5621. Copyright © 2015 by Strategic Insight. All rights reserved.