Providers

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Principal Global Investors

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$18,124
Year ending 12/31/2019$15,500
Total DCIO funds61
Number of TDF series4
LARGEST STANDALONE DCIO FUND
Fund nameLARGECAP GROWTH FUND I (I)
DCIO Fund assets ($MM)$2,472
Portfolio managerRandy Welch, James Fennessey
First Year Managing Fund2000
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds87%
Collective investment trusts10%
Separate accounts3%
Equity70%
Hybrid/Multi-Asset18%
Stable value/Money market3%
Fixed-Income9%
% Active Management95%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional6
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS50
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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.