Providers

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Fidelity Investments

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$114,083
Year ending 12/31/2019$123,422
Total DCIO funds472
Number of TDF series7
LARGEST STANDALONE DCIO FUND
Fund nameFidelity 500 Index
DCIO Fund assets ($MM)$31,926
Portfolio managerGeode Capital Management
First Year Managing Fund2003
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds96%
Collective investment trusts4%
Separate accounts0%
Equity89%
Hybrid/Multi-Asset0%
Stable value/Money market2%
Fixed-Income9%
% Active Management42%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers9
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERSNR
1 3 4 5

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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.