2025
PLANADVISER DCIO Survey

• Insights
• Methodology
• Industry Snapshot
• Top 10 Providers
  • DCIO Managers, by Assets ($M as of 12/31/24)
  • Largest DCIO Stand-Alone Funds, by Assets ($M as of 12/31/24)
  • Number of DCIO Funds Available on Recordkeeping Platforms
  • Number of Recordkeeping Partners
  • Largest DCIO Target-Date Funds, by Assets ($M as of 12/31/24)
  • Largest Increase in DCIO Assets (2024 vs. 2023)
• Providers
  • AllianceBernstein, LP
  • Allspring Global Investments
  • Artisan Partners Limited Partnership
  • BlackRock
  • Capital Group / American Funds
  • Charles Schwab Investment Management, Inc.*

  • Cohen & Steers
  • Columbia Threadneedle Investments
  • Dodge & Cox
  • Franklin Templeton
  • Manulife John Hancock Investments
  • MFS Investment Management

  • Neuberger Berman
  • Nuveen*
  • T. Rowe Price
  • The Vanguard Group, Inc
  • Wellington Management

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