2018
PLANADVISER DCIO Survey

An overview of the top providers.

Providers

Providers

Loomis, Sayles & Co., L.P.

TOTAL DCIO ASSETS ($MM)
Q1 2018$22,399
Year ending 12/31/2017$21,533
Year ending 12/31/2016$19,977
Total DCIO funds21
TOP DCIO FUND
Fund nameCore Plus Bond Fund
Fund assets ($MM)$2,771
Portfolio managerP. Palfrey, R. Raczkowski
Start date2003
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds47%
Collective investment trusts23%
Separate accounts30%
Stocks34%
Bonds (excluding stable value)66%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)0%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers
Salespeople focused on institutional
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS1