1997 NAICS Definitions
525 Funds, Trusts, and Other Financial Vehicles
Industries in the Funds, Trusts, and Other Financial Vehicles subsector are comprised of legal entities (i.e., funds, plans, and/or programs) organized to pool securities or other assets on behalf of shareholders or beneficiaries of employee benefit or other trust funds. The portfolios are customized to achieve specific investment characteristics, such as diversification, risk, rate of return, and price volatility. These entities earn interest, dividends, and other property income, but have little or no employment and no revenue from the sale of services. Establishments with employees devoted to the management of funds are classified in Industry Group 5239, Other Financial Investment Activities.
Establishments primarily engaged in holding the securities of (or other equity interests in) other firms are classified in Sector 55, Management of Companies and Enterprises.
5251 Insurance and Employee Benefit Funds
This industry group comprises legal entities (i.e., funds, plans,
and/or programs) organized to provide insurance and employee benefits
exclusively for the sponsor, firm, or its employees or members.
| Go to: | 1997 Economic Census | Bridge Between NAICS and SIC | NAICS Manual Table 1 |
| NAICS | SIC | Corresponding Index Entries |
|---|---|---|
| 525110 | 6371 | Employee benefit pension plans |
| 525110 | 6371 | Funds, employee benefit pension |
| 525110 | 6371 | Funds, pension |
| 525110 | 6371 | Pension funds |
| 525110 | 6371 | Pension plans (e.g., employee benefit, retirement) |
| 525110 | 6371 | Plans, pension |
| 525110 | 6371 | Retirement pension plans |
| 525110 | 6371 | Union pension funds |
| Go to: | 1997 Economic Census | Bridge Between NAICS and SIC | NAICS Manual Table 1 |
| NAICS | SIC | Corresponding Index Entries |
|---|---|---|
| 525120 | 6371 | Employee benefit plans (except pension) |
| 525120 | 6371 | Funds, health and welfare |
| 525120 | 6371 | Health and welfare funds |
| 525120 | 6371 | Plans, health and welfare related employee benefit |
| 525120 | 6371 | Union health and welfare funds |
| Go to: | 1997 Economic Census | Bridge Between NAICS and SIC | NAICS Manual Table 1 |
| NAICS | SIC | Corresponding Index Entries |
|---|---|---|
| 525190 | 63M | Funds, self-insurance (except employee benefit funds) |
| 525190 | 63M | Self-insurance funds (except employee benefit funds) |
| 525190 | 63M | Workers' compensation insurance funds |
This industry group comprises legal entities (i.e., investment pools and/or funds) organized to pool securities or other assets (except insurance and employee-benefit funds) on behalf of shareholders, unitholders, or beneficiaries.
52591 Open-End Investment Funds
| Go to: | 1997 Economic Census | Bridge Between NAICS and SIC | NAICS Manual Table 1 |
| NAICS | SIC | Corresponding Index Entries |
|---|---|---|
| 525910 | 6722 | Funds, mutual, open-ended |
| 525910 | 6722 | Investment funds, open-ended |
| 525910 | 6722 | Money market mutual funds, open-ended |
| 525910 | 6722 | Mutual funds, open-ended |
| Go to: | 1997 Economic Census | Bridge Between NAICS and SIC | NAICS Manual Table 1 |
| NAICS | SIC | Corresponding Index Entries |
|---|---|---|
| 525920 | 6733 | Bankruptcy estates |
| 525920 | 6733 | Personal estates (i.e., managing assets) |
| 525920 | 6733 | Personal investment trusts |
| 525920 | 6733 | Personal trusts |
| 525920 | 6733 | Private estates (i.e., administering on behalf of beneficiaries) |
| 525920 | 6733 | Testamentary trusts |
| Go to: | 1997 Economic Census | Bridge Between NAICS and SIC | NAICS Manual Table 1 |
| NAICS | SIC | Corresponding Index Entries |
|---|---|---|
| 525930 | 6798 | Real estate investment trusts (REITs) |
| 525930 | 6798 | REITs (real estate investment trusts) |
| Go to: | 1997 Economic Census | Bridge Between NAICS and SIC | NAICS Manual Table 1 |
| NAICS | SIC | Corresponding Index Entries |
|---|---|---|
| 525990 | 6726 | Closed-end investment funds (except REITs) |
| 525990 | 6726 | CMOs (collateralized mortgage obligations) |
| 525990 | 6726 | Collateralized mortgage obligations (CMOs) |
| 525990 | 6726 | Face-amount certificate funds |
| 525990 | 6726 | Funds, mutual, closed-end |
| 525990 | 6726 | Investment funds, closed-end |
| 525990 | 6726 | Money market mutual funds, closed-end |
| 525990 | 6726 | Mutual funds, closed-end |
| 525990 | 6371 | Profit-sharing funds |
| 525990 | 6726 | Real estate mortgage investment conduits (REMICs) |
| 525990 | 6726 | REMICs (real estate mortgage investment conduits) |
| 525990 | 6726 | Special purpose vehicles |
| 525990 | 6726 | Unit investment trust funds |
