Providers

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Wellington Management Company

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$25,262
Year ending 12/31/2019$22,874
Total DCIO funds35
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund nameGrowth
DCIO Fund assets ($MM)$4,881
Portfolio managerA. Shilling
First Year Managing Fund11
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds0%
Collective investment trusts52%
Separate accounts48%
Equity69%
Hybrid/Multi-Asset4%
Stable value/Money market7%
Fixed-Income20%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers5
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS25
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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.