Providers

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Franklin Templeton

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$62,544
Year ending 12/31/2019$57,796
Total DCIO funds149
Number of TDF series1
LARGEST STANDALONE DCIO FUND
Fund nameWestern Asset Core Plus Bond Fund
DCIO Fund assets ($MM)$8,493
Portfolio managerWestern Asset Team
First Year Managing Fund1971
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds70%
Collective investment trusts19%
Separate accounts10%
Equity51%
Hybrid/Multi-Asset7%
Stable value/Money market0.3%
Fixed-Income41%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers16
Salespeople focused on institutional2
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS30
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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.