2021
PLANADVISER DCIO Survey

Providers

Providers

PIMCO

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$124,759
Year ending 12/31/2019$116,713
Total DCIO funds133
Number of TDF series1
LARGEST STANDALONE DCIO FUND
Fund namePIMCO Total Return Fund
DCIO Fund assets ($MM)$29,249
Portfolio managerScott Mather, Mark Kiesel and Mohit Mittal
First Year Managing FundMather and Kiesel (2014), Mittal (2019)
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds57%
Collective investment trusts5%
Separate accounts38%
Equity4%
Hybrid/Multi-Asset6%
Stable value/Money market25%
Fixed-Income65%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers12
Salespeople focused on institutional2
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS38