NAICS Code 525910: Open-End Investment Funds
National industry
SBA small business size standard: $40 million in average annual receipts
Definition
This industry comprises legal entities (i.e., open-end investment funds) organized to pool assets that consist of securities or other financial instruments. Shares in these pools are offered to the public in an initial offering with additional shares offered continuously and perpetually and redeemed at a specific price determined by the net asset value.
Government contracts for this service: PSC R424 Expert Witness
Code facts
- Part of
-
-
52
-
525
-
5259
- 52591
-
5259
-
525
-
52
- Contract awards
- 1 In the last 12 months
- Contract obligations
- $260,000 In FY2025
NAICS codes and definitions come from the U.S. Census Bureau, size standards from the SBA and contract spending from SAM.gov/FPDS.
Business activities under NAICS 525910
- Funds, mutual, open-ended
- Investment funds, open-ended
- Money market mutual funds, open-ended
- Mutual funds, open-ended
Looking for another activity? Search the NAICS code lookup or browse business activities from A to Z.
Contract obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2027 To date | $0 |
| FY2026 | $850,000 |
| FY2025 | $260,000 |
| FY2024 | $0 |
| FY2023 | -$125,077 |
Top contractors by obligations
| Rank | Contractor | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | Halpern, Joseph | $850,000 |
Top funding agencies by obligations
| Rank | Agency | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | Securities and Exchange Commission | $850,000 |
Top PSC codes by obligations
| Rank | PSC code | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | R424 Expert Witness | $850,000 |
Contract obligations by state
| Rank | Place of performance | Obligated, last 12 months | Share |
|---|---|---|---|
| 1 | New York | $850,000 |
Contract opportunities
| Notice | Posted | Due |
|---|---|---|
| APP 1526 - Index Portfolio Management and Transition Management Services |
Size standard history
Federal Register rules that named this code
From the NAICS codes each rule's amendments to 13 CFR 121.201 name. Rules that print their size standard tables as images aren't listed.
Quick answers
What is NAICS 525910?
NAICS 525910 is Open-End Investment Funds, a national industry in NAICS 52, Finance and Insurance.
What is the NAICS code for mutual funds, open-ended?
The NAICS code for mutual funds, open-ended is 525910, Open-End Investment Funds.
What is the NAICS code for funds, mutual, open-ended?
The NAICS code for funds, mutual, open-ended is 525910, Open-End Investment Funds.
What is the NAICS code for investment funds, open-ended?
The NAICS code for investment funds, open-ended is 525910, Open-End Investment Funds.
When did the size standard for NAICS 525910 last change?
The most recent Federal Register rule on record that names NAICS 525910 in the SBA's size standards is "Small Business Size Standards: Adjustment of Monetary-Based Size Standards, Disadvantage Thresholds, and 8(a) Eligibility Thresholds for Inflation" (87 FR 69118), published Nov 17, 2022 and effective Dec 19, 2022.
How much do federal agencies spend under NAICS 525910?
Federal contracts under NAICS 525910 obligated $260,000 in fiscal year 2025 and $984,923 in fiscal years 2023 through 2027.
Who are the largest contractors under NAICS 525910?
The contractors with the most obligated under NAICS 525910 in fiscal years 2026 and 2027 are Halpern, Joseph ($850,000).
Which agencies buy the most under NAICS 525910?
The agencies that obligated the most under NAICS 525910 in fiscal years 2026 and 2027 are Securities and Exchange Commission ($850,000).
Which PSC codes are used with NAICS 525910?
The PSC codes with the most obligated under NAICS 525910 in fiscal years 2026 and 2027 are R424 Expert Witness.
Where is the work under NAICS 525910 performed?
By place of performance, the states with the most contract obligations under NAICS 525910 over the last 12 months are New York ($850,000).
What is the latest contract opportunity under NAICS 525910?
The latest contract opportunity under NAICS 525910 is APP 1526 - Index Portfolio Management and Transition Management Services, solicitation from Pension Benefit Guaranty Corporation, posted May 21, 2024.
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