* Largest by assets, according to the 4Q 2020 College Savings Quarterly Data Update from ISS Market Intelligence.
† As of December 31, 2020, CollegeAmerica AUM is $81.9B.
‡ Number of accounts as of December 31, 2020.
** 529 College Savings Quarterly Fee Analysis, ISS Market Intelligence, Fourth Quarter 2020. CollegeAmerica's fees were in the top third of 31 national advisor-sold 529 plans and the top quartile of 24 national fee-based, advisor-sold 529 plans based on the average annual asset-based fees.