2023
PLANADVISER DCIO Survey

The 2023 PLANADVISER Defined Contribution Investment Only Survey was conducted in May 2023 via online questionnaire. The 29 organizations listed on the pages that follow are those that completed the survey in its entirety. The information collected included the total number of DCIO funds the firm managed (both number of funds and assets under management); the number of TDF series; the largest stand-alone DCIO fund; the breakdown of the classes in which DCIO assets are invested; the number of salespeople and recordkeeping partners it has; and the adviser services the firm offers.

This information is for reference only and is not comprehensive of the entire DCIO industry, as some providers chose not to participate. For more information on data available to purchase, or to take part in a future survey, please email surveys@issmediasolutions.com.