Open-End Investment Funds

📘 Source: U.S. Census Bureau — 2022 NAICS Manual

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. Illustrative Examples: Investment funds, open-ended Money market mutual funds, open-ended

NAICS code 525910 — Open-End Investment Funds — is used in SAM.gov to identify businesses whose primary activity falls within this classification. When you add this code to your SAM.gov entity registration, contracting officers searching for vendors in the Other Investment Pools and Funds space will be able to find your business.

If this code represents your primary business activity, designate it as your primary NAICS code. Your primary NAICS code determines your size standard for any contract solicited under this code. With a size standard of $40M average annual receipts, your business must be at or below this threshold to qualify as a small business for set-aside contracts under NAICS 525910.

What is NAICS code 525910?

NAICS code 525910 is 'Open-End Investment Funds', classified under the Finance and Insurance sector (NAICS 52). 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 p

What is the SBA small business size standard for NAICS code 525910?

The SBA defines a small business under NAICS code 525910 (Open-End Investment Funds) as one with $40M average annual receipts. This size standard determines eligibility for small business set-aside contracts, 8(a), HUBZone, WOSB, and SDVOSB programs in SAM.gov.

How do I register NAICS code 525910 in SAM.gov?

To register NAICS code 525910 in SAM.gov: (1) Log in at sam.gov, (2) Navigate to your Entity Registration, (3) Go to the Assertions section, (4) Add 525910 (Open-End Investment Funds) to your NAICS code list. You may designate one code as your Primary NAICS code.