Providers

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State Street Global Advisors

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$481,067
Year ending 12/31/2019$400,740
Total DCIO funds73
Number of TDF series4
LARGEST STANDALONE DCIO FUND
Fund nameS&P 500® Index
DCIO Fund assets ($MM)$117,860
Portfolio managerTeam Managed
First Year Managing Fund1996
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds4%
Collective investment trusts71%
Separate accounts25%
Equity63%
Hybrid/Multi-Asset25%
Stable value/Money market1%
Fixed-Income10%
% Active Management0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS33
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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.