Providers

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BlackRock

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$1,205,863
Year ending 12/31/2019$1,042,437
Total DCIO funds196
Number of TDF series3
LARGEST STANDALONE DCIO FUND
Fund nameEquity Index
DCIO Fund assets ($MM)$370,429
Portfolio managerTeam Management
First Year Managing FundNR
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds8%
Collective investment trusts41%
Separate accounts51%
Equity60%
Hybrid/Multi-Asset27%
Stable value/Money market2%
Fixed-Income11%
% Active Management7%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers18
Salespeople focused on institutional14
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS61
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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.