2023
PLANADVISER DCIO Survey

• Story
• Methodology
• Industry Snapshot
• Top 10 Providers
  • DCIO MANAGERS, BY ASSETS ($MM AS OF 12/31/22)
  • LARGEST DCIO STANDALONE FUNDS, BY ASSETS ($MM AS OF 12/31/22)
  • NUMBER OF DCIO FUNDS AVAILABLE ON RECORDKEEPING PLATFORMS
  • NUMBER OF RECORDKEEPING PARTNERS
  • LARGEST DCIO TARGET-DATE FUNDS, BY ASSETS ($MM AS OF 12/31/22)
  • LARGEST INCREASE IN DCIO ASSETS (2021 VS. 2022)
• Providers
  • AllianceBernstein (AB)
  • Allspring Global Investments
  • American Century Investments
  • Artisan Partners Limited Partnership
  • BlackRock
  • Capital Group / American Funds
  • Charles Schwab Investment Management, Inc., dba Schwab Asset Management
  • Cohen & Steers
  • Columbia Threadneedle Investments
  • Dimensional Fund Advisors

  • Dodge & Cox
  • DoubleLine
  • Federated Hermes, Inc.
  • Fidelity Investments
  • Hartford Funds
  • J.P. Morgan Asset Management
  • John Hancock Investment Management
  • MFS Investment Management
  • Neuberger Berman
  • New York Life Investments / MainStay Funds

  • Nuveen
  • PGIM
  • PIMCO
  • Principal Asset Management
  • Putnam Investments
  • State Street Global Advisors
  • T. Rowe Price
  • Vanguard
  • Wellington Management Company

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