Providers

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AllianceBernstein (AB)

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$71,069
Year ending 12/31/2019$60,690
Total DCIO funds45
Number of TDF series3
LARGEST STANDALONE DCIO FUND
Fund nameAB LARGE CAP GROWTH
DCIO Fund assets ($MM)$4,415
Portfolio managerFrank Caruso, John Fogarty, Vinay Thapar
First Year Managing FundFrank 2/16/2012, John 2/16/2012, Vinay 4/11/2018
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds18%
Collective investment trusts3%
Separate accounts79%
Equity21%
Hybrid/Multi-Asset72%
Stable value/Money market0%
Fixed-Income7%
% Active Management82%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS101
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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.