Providers

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Capital Group|American Funds

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$422,196
Year ending 12/31/2019$363,948
Total DCIO funds45
Number of TDF series2
LARGEST STANDALONE DCIO FUND
Fund nameEuroPacific Growth Fund®
DCIO Fund assets ($MM)$104,635
Portfolio managerNR
First Year Managing FundNR
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds97%
Collective investment trusts3%
Separate accounts0%
Equity58%
Hybrid/Multi-Asset39%
Stable value/Money market1%
Fixed-Income2%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers125
Salespeople focused on institutional32
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS207
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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.