Providers

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Northern Trust Asset Management

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$217,034
Year ending 12/31/2019$193,537
Total DCIO funds58
Number of TDF series1
LARGEST STANDALONE DCIO FUND
Fund nameS&P 500 Index Fund - DC Non Lending
DCIO Fund assets ($MM)$51,475
Portfolio managerTeam Managed
First Year Managing Fund2002
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds2%
Collective investment trusts96%
Separate accounts2%
Equity77%
Hybrid/Multi-Asset3%
Stable value/Money market4%
Fixed-Income15%
% Active Management6%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers8
Salespeople focused on institutional23
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS34
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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.