2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey

Providers

Providers

Capital Group/American Funds

TOTAL DCIO ASSETS ($MM)
Q1 2016$274,345
Year ending 12/31/2015$275,328
Year ending 12/31/2014$275,329
Total DCIO funds27
TOP DCIO FUND
Fund nameEuroPacific Growth Fund
Fund assets ($MM)$69,742
Portfolio managerMultiple manager system
Start dateNA
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts1%
Stocks68%
Bonds (excluding stable value)4%
Stable value/Money market8%
Asset allocation (target-date, target-risk, balanced)19%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers86
Salespeople focused on institutional54
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS277
NA = Not availabe