Providers

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American Century Investments

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$46,783
Year ending 12/31/2019$43,348
Total DCIO funds65
Number of TDF series4
LARGEST STANDALONE DCIO FUND
Fund nameMid Cap Value
DCIO Fund assets ($MM)$4,700
Portfolio managerNR
First Year Managing FundNR
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds68%
Collective investment trusts30%
Separate accounts2%
Equity42%
Hybrid/Multi-Asset52%
Stable value/Money market1%
Fixed-Income5%
% Active Management99%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers12
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERSNR
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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.