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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Capital Group/American Funds

TOTAL DCIO ASSETS ($MM)
Q1 2018$305,890
Year ending 12/31/2017$298,384
Year ending 12/31/2016$228,599
Total DCIO funds38
TOP DCIO FUND
Fund nameEuroPacific Growth Fund
Fund assets ($MM)$90,804
Portfolio managerMultiple manager
Start date
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds99%
Collective investment trusts1%
Separate accounts0%
Stocks69%
Bonds (excluding stable value)1%
Stable value/Money market1%
Asset allocation (target-date, target-risk, balanced)29%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers93
Salespeople focused on institutional60
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS217

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.