2022 NAICS national industry in sector 52 Finance and Insurance
525910 Open-End Investment Funds
NAICS 525910 is the US industry code for open-end investment funds. It covers legal entities (i.e., open-end investment funds) organized to pool assets that consist of securities or other financial instruments.
- Code
- 525910 (2022 NAICS)
- Title
- Open-End Investment Funds
- Part of
- Other Investment Pools and Funds
- SBA small business limit
- Average annual receipts up to $40 million
- Closest UK SIC
- 64301, 64302, 64303, 64304 and 2 more (details)
Changes coming. The NAICS 2027 revision applies to data from 1 January 2027, and SBA proposed new size standards on 20 August 2026. The values on this page are the ones in force today; we update this page when the official files change.
Official 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.
Examples Census gives
- Investment funds, open-ended
- Money market mutual funds, open-ended
Activities listed under 525910
The Census index assigns these 5 activities to this code. If your business matches one, this is your code.
- Funds, mutual, open-ended
- Investment funds, open-ended
- Management investment offices, open-ended
- Money market mutual funds, open-ended
- Mutual funds, open-ended
SBA size standard for 525910
To count as a small business for SBA loans and federal contracts under NAICS 525910, your business (including affiliates) must not exceed $40 million in average annual receipts. Check your business.
Source: SBA table of size standards, effective March 17, 2023.
Closest UK SIC 2007 codes
There is no official one-to-one link between NAICS and UK SIC. These codes share the same international class (ISIC Rev. 4: 6430), so treat them as a starting point and check the definition.
- 64301Activities of investment trustsUK SIC
- 64302Activities of unit trustsUK SIC
- 64303Activities of venture and development capital companiesUK SIC
- 64304Activities of open-ended investment companiesUK SIC
- 64305Activities of property unit trustsUK SIC
- 64306Activities of real estate investment trustsUK SIC
Built from Census concordances 2022→2017 NAICS and 2017 NAICS→ISIC Rev. 4.
Similar codes to compare
Data last changed November 14, 2026. How this page is built.