Skip to content
Friday, October 23, 2026 · Today’s edition, 6:30 a.m. ETFri, Oct 23 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
AnalysisRetirementThe WrapThe Opening Balance

Investment-holding HSA accounts hold 59% of assets, Devenir finds

They make up 11% of HSAs and average $23,837, according to Devenir.

Investment-holding accounts made up 11% of HSAs but held 59% of HSA assets, according to Devenir, the first time they have held a majority of assets.

The remaining 89% of HSAs held 41% of HSA assets, and investment-holding accounts averaged $23,837, according to Devenir.

Reported by The Wrap desk from Devenir. Published . Corrections

Related

Retirement

Capital Group adds retirement income to target-date funds; HSA invested balances top $100 billion

Capital Group's framework models fixed 4% to 4.5% and variable 5% to 5.5% withdrawal ranges, and a Morgan Stanley poll finds 45% of sponsors rank 401(k) education among top three concerns.

Retirement

Devenir: invested HSA balances top $100 billion, 52% of assets

Only 11% of HSAs hold investments, yet they account for 59% of HSA assets.

Retirement

Plan sponsors rank 401(k) education a top concern as workers lose track of old plans

Morgan Stanley's poll of 200 sponsors found 45% rank education among their top three concerns; Empower's survey of 2,005 adults found one in three may have lost track of an old 401(k).

Retirement

Trump signs ESOP valuation bill granting fiduciaries good-faith appraisal defense

The House passed the Senate text 401-14 in September 2026; the defense covers fiduciaries who rely in good faith on an independent appraisal under IRS Revenue Ruling 59-60.

Retirement Capital Dailyfrom Private Wealth Daily

Plan menus, in-plan income, rollovers and recordkeepers. Weekdays at 7:00 a.m. ET.

Free. Weekday mornings. Unsubscribe from any edition in one click.

From other sections