Providers

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T. Rowe Price

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$484,789
Year ending 12/31/2019$400,535
Total DCIO funds120
Number of TDF series6
LARGEST STANDALONE DCIO FUND
Fund nameT. Rowe Price Blue Chip Growth Fund
DCIO Fund assets ($MM)$34,662
Portfolio managerLarry J. Puglia
First Year Managing Fund1993
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds52%
Collective investment trusts27%
Separate accounts22%
Equity52%
Hybrid/Multi-Asset43%
Stable value/Money market3%
Fixed-Income2%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers30
Salespeople focused on institutional6
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS50*
*This is an estimate of total defined contribution recordkeeper relationships.
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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.