- 12.6 million accounts invested in $244 billion assets in 529 savings and prepaid plans - 11.4 million accounts invested in $221 billion assets in 529 savings plans - 1.2 million accounts invested in $23 billion assets in 529 prepaid plans Source: Strategic Insight For questions or commentary on the data, please contact Paul Curley at pcurley@sionline.com.

1. 529 College Savings 3Q 2015 529 College Savings Plan Data Highlights
11.4 Million Families Save $221 Billion in 529 savings plans
Total 529 savings plan assets were an estimated $221.4 billion as of 3Q 2015, reflecting a
5.6% decrease from 2Q 2015 assets of $234.7 billion and a 2.0% increase from 3Q 2014
assets of $217.2 billion. In contrast to other products, long-term mutual fund and ETF
assets (excluding fund-of-fund affiliated) decreased 6.7% over the past quarter from $14,142
billion to $13,191 billion and decreased 1.6% over the past year from $13,401 billion.
Estimated 529 net outflows were $0.9 billion in 3Q 2015 compared to net outflows of $1.2
billion in 3Q 2014, which aligns with parents successfully using 529s for their intended
purpose of qualified higher education expenses (tuition, books and room and board).
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 efficiently save in a tax, financial aid and estate planning manner for
their higher education goals. Estimated 529 net outflows (contributions minus withdrawals)
were $0.9 billion in 3Q 2015 compared to net outflows of $1.2 billion in 3Q 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. 3Q 2015 529 College Savings Plan Data Highlights
The charts below provide data on the Top 10 529 Savings Plans by 3Q 2015 Assets and the
Top 5 529 Program Managers by 3Q 2015 Asset.
Source: Strategic Insight
Source: Strategic Insight
Strategic Insight
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