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Federal Retirement Thrift Investment Board 

OPEN Data Plan

Date: February 16, 2023
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Contents

Table of Contents

I. About FRTIB.............................................................................................................................................3

II. Open Data ...............................................................................................................................................3

III. Customer Outreach and Collaboration....................................................................................................3

IV. Publicly Available Data Sets on FRTIB.gov ...............................................................................................3

FRTIB Financial Statements.........................................................................................................................3

Share Price Data ..........................................................................................................................................4

Participant Survey Reports..........................................................................................................................4

Demographic Reports..................................................................................................................................4

FOIA Information.........................................................................................................................................4

V. Other Data Sets.......................................................................................................................................4

Open Financial Exchange (OFX)...................................................................................................................4

VI. Privacy.....................................................................................................................................................4

VII. Records Management.............................................................................................................................5

VIII. Controlled Unclassified Information (CUI)..............................................................................................5

IX. Regular Review........................................................................................................................................5
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I. About FRTIB

The Federal Retirement Thrift Investment Board (FRTIB) is charged with administering the Thrift 

Savings Plan solely in the interest of its participants and beneficiaries. FRTIB strives to maintain a wellbalanced presumption of openness whenever possible to inform the public without jeopardizing the

safety, security, and privacy of the protected information of its participants and beneficiaries. The Agency 

proactively releases a number of records on its website pertaining to participant and beneficiary 

demographics, financial statements, participant and employee satisfaction surveys, investment benchmark 

reviews, and responses to certain Freedom of Information Act (FOIA) requests. 

II. Open Data

OMB’s Open Data Policy (M-13-13) requires federal agencies to share appropriate data sets to increase 

public participation in government, promote transparency and accountability, and increase government 

operations’ efficiency and effectiveness. As a part of the transparency initiatives, FRTIB published high 

value datasets at https://www.frtib.gov/ReadingRoom/index.html for public access.

In June 2020, FRTIB reviewed its current open data inventory and developed a comprehensive Open Data 

Plan for an Agency-wide approach to providing datasets for public use. Key criteria for dataset 

consideration included: potential public interest, availability of datasets, capability for export, and privacy 

risks. FRTIB will monitor public requests for data, including FOIA requests, and assess new datasets on a 

continuous basis to ensure the data provided by the Agency continues to advance government 

transparency, accountability, and effectiveness as directed by the OPEN Government Data Act.

III. Customer Outreach and Collaboration

FRTIB remains committed to our core values of being participant-focused, acting with integrity, and 

leveraging diversity to increase collaboration to achieve greater outcomes. To that end, FRTIB 

encourages participants, stakeholders, and other interested parties to submit feedback on existing datasets 

and tools, and to request new FRTIB datasets pursuant to OMB’s Open Data Policy. 

The Office of External Affairs (OEA) develops and manages external communications strategies to 

Congress, the media, ETAC, and other Federal agencies at a policy level in support of FRTIB strategies 

and programs. The FRTIB typically responds to congressional and other sensitive correspondence within 

thirty (30) business days of receipt at FRTIB.

In addition to inquiries from the public, Congress, and other external stakeholders, FRTIB derives data 

demands, and to an extent dataset availability, based on FOIA requests received. Frequently requested 

records and FOIA reports are readily available on FRTIB’s Reading Room. 

IV. Publicly Available Data Sets on FRTIB.gov

The data sets below reflect those determined to be the most valuable to the public and appropriate for 

publication following FRTIB’s initial Open Data Plan review. These data sets are available for download 

on FRTIB’s Reading Room at https://www.frtib.gov/ReadingRoom/index.html.

FRTIB Financial Statements
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These reports provide annual statements on net assets available for benefits, outlines changes to the net 

assets available, and includes an independent auditor’s findings on the report. Financial statements are 

provided in PDF format which includes both financial tables and written explanations of the data 

included.

Share Price Data

Periodic reviews of plan offering competitiveness and share acquisition pricing is available via FRTIB’s 

Open Data Plan. Available data includes share price data in CSV format and third-party competitiveness 

assessments in PDF format with included financial data in tables and graphs. Share price data is updated 

daily and is available at https://www.tsp.gov/InvestmentFunds/FundPerformance/index.html

Participant Survey Reports

The FRTIB conducts recurring surveys of the participants in the plan to help shape the future of the Plan. 

Aggregated analysis of the surveys is published public via as part of FRTIB’s Open Data Plan. Reports 

are in PDF format with included data tables.

Demographic Reports

Demographic reports on TSP participant behavior and investment manager diversity are reported annually 

to Congress and available to the public via FRTIB’s Open Data Plan. Reports are in PDF format with 

included data tables.

FOIA Information

Frequently requested record, Chief FOIA Officer Reports, FOIA Quarterly Reports, and annual FOIA 

Reports are all available from FRTIB. Reports are available in a range of formats, including machinereadable XML files.

V. Other Data Sets

Open Financial Exchange (OFX)

While not a public data set, in the spirit of the Open Data Act, FRTIB makes personal account data 

available to authenticated participants in an open format through an OFX interface. This allows 

participants to securely view their personal account data using their choice of third-party financial 

management tools that also support this open format.

VI. Privacy

FRTIB is committed to protecting all Personally Identifiable Information (PII) under its control. The 

Agency has a dedicated Privacy Division within the Office of General Counsel. The mission of the
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Privacy Division is to preserve and enhance privacy protections for all individuals who entrust their 

personal information to the FRTIB by embedding and enforcing privacy protections throughout all of 

FRTIB’s activities. The Privacy Division implements the requirements of the Privacy Act of 1974, as 

amended; the E-Government Act of 2002; and the Federal Information Security Modernization Act 

(FISMA), as well as policy directives and best practices issued in furtherance of those Acts. More 

information about the Privacy Division and privacy protections employed by the FRTIB is available at 

www.tsp.gov/privacy.

VII. Records Management

FRTIB has a Records Management program that oversees the agency’s management of both paper and 

electronic records. The FRTIB record schedule is available on the National Archives website. FRTIB 

provides Records Management training to all employees and contractors. The Records Management 

Team and procurement officials ensure recordkeeping requirements are included in all contracts.

VIII.Controlled Unclassified Information (CUI) 

The Controlled Unclassified Information (CUI) program leads efforts to standardize and assess the 

management of CUI through oversight, policy development, guidance, education, and reporting. The CUI 

policy establishes the Agency’s policy for managing Controlled and Unclassified records and is applicable 

to all employees and contractors who handle, process, store, use, share, or receive FRTIB information, and 

is intended to aid in handling, and dissemination of unclassified information. FRTIB is responsible for 

ensuring that this data is properly safeguarded. 

IX. Regular Review

Per guidance provided by the Office of Management and Budget, FRTIB will regularly review and update 

this Open Data Plan to ensure it is properly maintained as an accurate list of priority data assets that the 

Agency considers especially valuable to the public interest.