2018
PLANADVISER DCIO Survey

An overview of the top providers.

Providers

Providers

Nuveen

TOTAL DCIO ASSETS ($MM)
Q1 2018$488,244
Year ending 12/31/2017$490,263
Year ending 12/31/2016$445,371
Total DCIO funds117
TOP DCIO FUND
Fund nameTIAA-CREF Lifecycle Series
Fund assets ($MM)$31,083
Portfolio managerH. Erickson, J. Cunniff
Start date2006
Number of TDF series2
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds77%
Collective investment trusts16%
Separate accounts7%
Stocks75%
Bonds (excluding stable value)7%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)18%
% Active/Passive90%/10%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers14
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS79