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Special report: 529 plans

Publication Date: December 23, 2013

As 529 plans gain assets, more plans see need for advanced investments.

Feature story

529 plans begin to employ sophisticated asset management

The largest 529 plans had $193 billion as of Nov. 30, according to new research by Chicago-based Morningstar Inc. for 63 plans that represent 98% of the market. That is up from $166 billion in 2012, when plan assets grew by 25%.

Sidebar story

Morningstar gets serious with rankings

Better investment options and tax benefits helped more 529 plans make it on to Morningstar Inc.'s closely watched Analyst Ratings list for 2013.

Data

The largest 529 plans

Ranked by total assets, in millions, as of June 30, 2013. Does not include prepaid college tuition plans.

The largest managers of 529 plans

Ranked by total 529 and prepaid plan assets managed, in millions, as of June 30, 2013.

The largest prepaid college tuition plans

Ranked by total assets, in millions, as of June 30, 2013.