| Largest DCIO Standalone Funds, by Assets ($MM as of 12/31/23) |
|---|
| 1 | Equity Index (BlackRock, Inc.) | $491,800 |
| 2 | Target Retirement Funds (Vanguard) | $239,483 |
| 3 | EuroPacific Growth Fund® (Capital Group, home of American Funds) | $70,984 |
| 4 | Fidelity 500 Index (Fidelity Investments) | $70,881 |
| 5 | Stable Return Fund (Allspring Global Investments ) | $20,168 |
| 6 | MFS Value Fund (MFS Investment Management) | $18,145 |
| 7 | PIMCO Total Return Fund (PIMCO) | $17,995 |
| 8 | Blue Chip Growth Fund (T. Rowe Price) | $13,237 |
| 9 | PGIM Total Return Bond Fund (PGIM) | $9,552 |
| 10 | AB Large Cap Growth (AllianceBernstein (AB)) | $8,594 |
| Largest DCIO Target-Date Funds, by Assets ($MM as of 12/31/23) |
|---|
| 1 | Target Retirement Trusts (Vanguard) | $667,630 |
| 2 | LifePath Index (BlackRock, Inc.) | $330,248 |
| 3 | T. Rowe Price Retirement Date Funds (T. Rowe Price) | $254,585 |
| 4 | American Funds Target-Date Retirement Series (Capital Group, home of American Funds) | $188,771 |
| 5 | AB Customized Retirement Strategies (AllianceBernstein (AB)) | $67,652 |
| 6 | Principal Lifetime Hybrid CIT (Principal Asset Management) | $56,596 |
| 7 | Nuveen Lifecycle Index Mutual Fund (Nuveen) | $28,024 |
| 8 | Fidelity Freedom Index (Fidelity Investments) | $25,214 |
| 9 | PIMCO RealPath Blend Target Date Funds (PIMCO) | $7,836 |
| 10 | Retirement Advantage - CIT (Franklin Templeton) | $5,377 |
