Invesco has announced findings from its Summer 2026 Defined Contribution (DC) Participant Pulse Survey, revealing that retirement plan participants are open to both private market investments and artificial intelligence (AI), but their comfort with these innovations depends heavily on education, transparency and human oversight.
The research builds on Invesco’s Winter 2026 DC Participant Pulse Survey, which found that 86 percent of participants were either “definitely interested” or open to having private market investments included in their workplace retirement plan, pending more information on risks and fees. For the Summer 2026 survey, Invesco partnered with Ipsos to survey 517 DC plan participants in the United States who worked for large organizations with more than 1,000 employees.
Participants showed broad awareness of private markets, with 93 percent agreeing these investments typically carry higher fees and potentially higher returns and, among those, 58
