Providers

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J.P.Morgan Asset Management

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$261,364
Year ending 12/31/2019$216,890
Total DCIO funds64
Number of TDF series6
LARGEST STANDALONE DCIO FUND
Fund nameJPM Large Cap Growth Fund
DCIO Fund assets ($MM)$15,963
Portfolio managerNR
First Year Managing FundNR
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds45%
Collective investment trusts31%
Separate accounts24%
Equity27%
Hybrid/Multi-Asset58%
Stable value/Money market5%
Fixed-Income8%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers22
Salespeople focused on institutional7
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS42
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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.