RESEARCH |

2018
PLANADVISER DCIO Survey

An overview of the top providers.

Reported by PLANADVISER | Art by Armando Veve
Art by Armando Veve
Top 10 Providers
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Top 10 Providers

DCIO MANAGERS, BY ASSETS ($MM AS OF Q1 2018)
1BlackRock$889,411
2Vanguard$643,339
3Nuveen$488,244
4State Street Global Advisors$356,953
5T. Rowe Price$324,000
6Capital Group/American Funds$305,890
7J.P. Morgan Asset Management$195,866
8Wells Fargo Asset Management$122,703
9PIMCO$113,320
10Dodge & Cox$101,670
TOP DCIO FUNDS, BY ASSETS ($MM AS OF Q1 2018)
1T. Rowe Price Retirement Date Funds$226,352
2BlackRock LifePath Target Date Fund$204,864
3J.P. Morgan SmartRetirement$111,095
4Vanguard Institutional Index Fund Institutional Plus$90,986
5American Funds EuroPacific Growth Fund$90,804
6State Street Global Advisors S&P 500$88,969
7AB Target-Date Strategies$47,208
8Dodge & Cox Stock Fund$36,742
9PIMCO Total Return Fund$32,440
10TIAA-CREF Lifecycle Series $31,083
NUMBER OF DCIO FUNDS AVAILABLE ON RECORDKEEPING PLATFORMS
1Vanguard315
2Fidelity Investments275
3BlackRock170
4Dimensional Fund Advisors150
5PIMCO131
6Franklin Templeton125
7J.P. Morgan Asset Management118
8Nuveen117
9Charles Schwab Investment Management, Inc.113
10Wells Fargo Asset Management106
NUMBER OF TARGET-DATE AND TARGET-RISK FUND SERIES
1Virtus10
1Voya10
3Franklin Templeton9
4Fidelity Investments7
5Vanguard6
6AB4
6BlackRock4
6Charles Schwab Investment Management, Inc.4
6Cohen & Steers4
6PGIM Investments4
LARGEST INCREASE IN DCIO ASSETS (2016 VS. 2017)
1Janus31.0%
2Vanguard30.7%
3Capital Group/American Funds30.5%
4Dimensional Fund Advisors26.7%
5AB25.7%
6T. Rowe Price24.9%
7BlackRock23.6%
8MFS Investment Management23.2%
9MassMutual Funds22.6%
9State Street Global Advisors22.6%
LARGEST INCREASE IN DCIO ASSETS (12/31/2017 VS Q1 2018)
1DWS39.0%
2Charles Schwab Investment Management, Inc.19.8%
3MassMutual Funds13.4%
4Loomis, Sayles & Co., L.P.4.0%
4AB4.0%
6T. Rowe Price3.9%
6Wellington Management Company LLP3.9%
8Janus3.0%
9Capital Group/American Funds 2.5%
10Putnam 1.7%