Providers

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MassMutual Investments

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$76,990*
Year ending 12/31/2019$65,488
Total DCIO funds39
Number of TDF series2
LARGEST STANDALONE DCIO FUND
Fund nameMassMutual Mid Cap Growth Fund
DCIO Fund assets ($MM)$9,827
Portfolio managerT. Rowe Price (Brian Berghuis) / Frontier Capital (Chris Scarpa, Ravi Dabas)
First Year Managing Fund2000 / 2010
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds60%
Collective investment trusts1%
Separate accounts0%
Equity33%
Hybrid/Multi-Asset24%
Stable value/Money market39%
Fixed-Income4%
% Active Management90%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers10
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS30
*Does not include MML/MMLII Funds.
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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.