RESEARCH

2015 DCIO Survey

Providers

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Capital Group/American Funds

TOTAL DCIO ASSETS ($MM)
Q1 2015$286,573
Year ending 12/31/2014$276,830
Year ending 12/31/2013$268,148
TOP DCIO FUND
Fund nameEuroPacific Growth Fund
Fund assets ($MM)$74,454
Portfolio managerMultiple Manager System
Start dateNot applicable
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks75%
Bonds (excluding stable value)3%
Stable value0%
Money market2%
Asset allocation*21%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers34
Salespeople focused on institutional25
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS259
*Target-date, target-risk, balanced.

ARCHIVE

DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.