RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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PIMCO

TOTAL DCIO ASSETS ($MM)
Q1 2017$102,458
Year ending 12/31/2016$101,984
Year ending 12/31/2015$108,856
Total DCIO funds114
TOP DCIO FUND
Fund namePIMCO Total Return Fund
Fund assets ($MM)$33,604
Portfolio managerS. Mather, M. Kiesel, M. Worah
Start date2014
Number of TDF series2
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds61%
Collectives2%
Separate accounts37%
Stocks2%
Bonds (excluding stable value)76%
Stable value/Money market20%
Asset allocation (target-date, target-risk, balanced)0%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers0
Salespeople focused on institutional0
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS
1 7 8 9 10 11 15

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.