RESEARCH | May 31, 2017 2017 PLANADVISER DCIO Survey Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. Reported by PLANADVISER Methodology Navigation StoryIndustry SnapshotsTop 10 ProvidersDCIO MANAGERS BY ASSETS ($MM as of Q1 2017)TOP DCIO FUNDS BY ASSETS ($MM as of Q1 2017)NUMBER OF DCIO FUNDS AVAILABLE ON RECORDKEEPER PLATFORMS NUMBER OF TARGET-DATE AND TARGET-RISK FUND SERIESLARGEST INCREASE IN DCIO ASSETS (2015 vs. 2016)LARGEST INCREASE IN DCIO ASSETS (12/31/2016 vs. Q1 2017)ProvidersABAllianz Global InvestorsAmerican Beacon Advisors, Inc.American Century InvestmentsArtisan PartnersBlackRock+B:ABCapital Group/American FundsCharles Schwab Investment Management, Inc.Dodge & CoxFederated InvestorsFidelity InvestmentsFirst Eagle Investment ManagementFranklin Templeton Goldman Sachs Asset ManagementGreat-West FinancialInvescoIvy InvestmentsJanusJohn Hancock InvestmentsJ.P. Morgan Asset ManagementLazard Asset MangementLegg MasonLoomis, Sayles & Co., L.P.Lord AbbettManning & Napier Advisors, LLC (Manning & Napier)MassMutual FundsMFS Investment ManagementMorgan Stanley Investment ManagementNationwideNatixis Global Asset ManagementNeuberger BermanNuveenOppenheimerFundsPGIM InvestmentsPIMCOPrincipal Global InvestorsRussell InvestmentsState Street Global AdvisorsT. Rowe PriceVoyaWellington Management Company LLPWells Fargo Asset ManagementMethodology Select a year202420232022202120202019201820172016201520142013 Select a year 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 PURCHASE REPRINTWANT MORE INFO? Industry Snapshots TOTAL DCIO ASSETS ($MM)