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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Dimensional Fund Advisors

TOTAL DCIO ASSETS ($MM)
Q1 2018$60,266
Year ending 12/31/2017$59,884
Year ending 12/31/2016$47,273
Total DCIO funds150
TOP DCIO FUND
Fund nameU.S. Small Cap Portfolio
Fund assets ($MM)$5,987
Portfolio managerTeam approach
Start dateN/A
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds93%
Collective investment trusts0%
Separate accounts7%
Stocks
Bonds (excluding stable value)
Stable value/Money market
Asset allocation (target-date, target-risk, balanced)
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers15
Salespeople focused on institutional15
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS51

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.