Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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PIMCO

TOTAL DCIO ASSETS ($MM)
Q1 2018$113,320
Year ending 12/31/2017$115,051
Year ending 12/31/2016$108,707
Total DCIO funds131
TOP DCIO FUND
Fund namePIMCO Total Return Fund
Fund assets ($MM)$32,440
Portfolio managerS. Mather, M. Kiesel, M. Worah
Start date2014
Number of TDF series2
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds64%
Collective investment trusts3%
Separate accounts33%
Stocks2%
Bonds (excluding stable value)73%
Stable value/Money market20%
Asset allocation (target-date, target-risk, balanced)5%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers9
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS0

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.