Providers

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Wells Fargo Asset Management

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$129,496
Year ending 12/31/2019$121,415
Total DCIO funds106
Number of TDF series3
LARGEST STANDALONE DCIO FUND
Fund nameStable Value Fund
DCIO Fund assets ($MM)$28,107
Portfolio managerTeam Managed
First Year Managing FundNR
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds17%
Collective investment trusts33%
Separate accounts50%
Equity16%
Hybrid/Multi-Asset9%
Stable value/Money market62%
Fixed-Income13%
% Active Management91%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers9
Salespeople focused on institutionalnot dedicated
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS45
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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.