2020
PLANADVISER DCIO Survey

Providers

Methodology

The 2020 PLANADVISER DCIO Survey was conducted this May via an online questionnaire. Approximately 85 investment firms known or thought to market to defined contribution (DC) plans received the questionnaire; the 43 organizations listed in the pages that follow were those that agreed to complete the survey in its entirety. This information is for reference only and is not comprehensive of the entire DCIO industry, as some major providers chose not to participate. For more information on data available for purchase, or to take part in a future survey, please email surveys@issmediasolutions.com.

Wellington Management Company

TOTAL DCIO ASSETS (US only) ($MM)
Q1 2020$18,782
Year ending 12/31/2019$22,874
Year ending 12/31/2018$18,290
Total DCIO funds30
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund nameGrowth
DCIO Fund assets ($MM)$3,000
Portfolio managerDrew Shilling
First Year Managing Fund2000
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds0%
Collective investment trusts52%
Separate accounts48%
Equity65%
Hybrid/Multi-Asset5%
Stable value/Money market3%
Fixed-Income27%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers5
Salespeople focused on institutional6
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS25
NR = Not Reported