RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
PIMCO
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $106,533 |
| Year ending 12/31/2021 | $126,699 |
| Total DCIO funds | 95 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | PIMCO Total Return Fund |
| Fund assets | $18,856 |
| Portfolio manager | Mark Kiesel and Mohit Mittal |
| First Year Managing Fund | Kiesel (2014), Mittal (2019) |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 52% |
| Collective investment trusts | 15% |
| Separate accounts | 28% |
| Equity | 5% |
| Hybrid/Multi-Asset | 7% |
| Stable value/Money market | 25% |
| Fixed-Income | 63% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | 118 |
| Salespeople focused on DC specialist financial advisers | 12 |
| Salespeople focused on institutional | 3 |
| Compliance support | No |
| Access to ERISA Counsel | No |
| Conferences for advisers | Yes |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Investment committee meetings | Yes |
| Target-date evaluation tools | Yes |
| Training for DC plan sales/service | Yes |
| # RECORDKEEPING PARTNERS | 38 |