RESEARCH |
2024
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
BlackRock, Inc.
| Total DCIO Assets (US only) ($MM) | |
|---|---|
| Year ending 12/31/2023 | $1,442,168 |
| Year ending 12/31/2022 | $1,164,308 |
| Total DCIO funds | 238 |
| Number of TDF series | 4 |
| Largest Stand-Alone DCIO Fund ($MM) | |
|---|---|
| Fund name | Equity Index |
| Fund assets | $491,800 |
| Portfolio manager | Team Management |
| First year managing fund | Not Reported |
| DCIO Asset Breakdown, by investment vehicle (does not include “other” categories) | |
|---|---|
| Mutual funds | 9% |
| Collective investment trusts | 43% |
| Separate accounts | 48% |
| DCIO Asset Breakdown, by asset type (does not include “other” categories) | |
|---|---|
| Alternatives | 0% |
| Fixed income | 8% |
| Hybrid/Multi-Asset | 31% |
| International/Global equity | 10% |
| Money market | 1% |
| Stable value | 0% |
| U.S. equity | 50% |
| DCIO Asset Breakdown, by style (does not include “other” categories) | |
|---|---|
| Active management | 7% |
| Passive management | 93% |
| Blend management | 0% |
| Adviser Support/Services | |
|---|---|
| Salespeople focused on retail financial advisers | 165 |
| Salespeople focused on DC specialist financial advisers | 19 |
| Salespeople focused on institutional | 25 |
| Compliance support | Yes |
| Access to ERISA counsel | No |
| Conferences for advisers | Yes |
| Plan benchmarking | Yes |
| Lead generation | No |
| Investment committee meetings | Yes |
| Target-date evaluation tools | Yes |
| Training for DC plan sales/service | Yes |
| # Recordkeeping Partners | 61 |
| Checkmark = Yes; X = No |