2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey

Providers

Providers

RidgeWorth Investments

TOTAL DCIO ASSETS ($MM)
Q1 2016$5,345
Year ending 12/31/2015$5,699
Year ending 12/31/2014$7,239
Total DCIO funds29
TOP DCIO FUND
Fund nameRidgeWorth Mid-Cap Value Equity Fund
Fund assets ($MM)$1,848
Portfolio managerD. Wordell
Start date2001
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds86%
Collectives0%
Separate accounts14%
Stocks36%
Bonds (excluding stable value)63%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)1%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers3
Salespeople focused on institutional9
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS32
NA = Not availabe