RESEARCH |
2025
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
MFS Investment Management
| Total DCIO Assets (US only) ($M) | |
|---|---|
| Year ending 12/31/2024 | $122,232 |
| Year ending 12/31/2023 | $110,000 |
| Total DCIO funds | 70 |
| Number of TDF series | 1 |
| Largest Stand-Alone DCIO Fund ($M) | |
|---|---|
| Fund name | MFS Value Fund |
| Fund assets | $17,847 |
| Portfolio manager | Nevin P. Chitkara; Katherine A. Cannan;
Thomas Crowley |
| First year managing fund | 2006; 2019; 2024 |
| DCIO Asset Breakdown, by investment vehicle | |
|---|---|
| Mutual funds | 70% |
| Collective investment trusts | 21% |
| Separate accounts | 9% |
| ETFs | 0% |
| Other | 0% |
| DCIO Asset Breakdown, by asset type | |
|---|---|
| Alternatives | 0% |
| Fixed-income | 1% |
| Hybrid/Multi-Asset | 7% |
| International/Global equity | 33% |
| Money market | 0% |
| Stable value | 0% |
| U.S. equity | 59% |
| Other | 0% |
| DCIO Asset Breakdown, by style | |
|---|---|
| Active management | 100% |
| Passive management | 0% |
| Blend management | 0% |
| Adviser Support/Services | |
|---|---|
| Salespeople focused on retail financial advisers | 0 |
| Salespeople focused on DC specialist financial advisers | 18 |
| Salespeople focused on institutional | 6 |
| Compliance support | No |
| Access to ERISA counsel | No |
| Conferences for advisers | No |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Investment committee meetings | Yes |
| Target-date evaluation tools | Yes |
| Training for DC plan sales and service | No |
| # Recordkeeping Partners | 50 |
| Checkmark = Yes; X = No
NR = Not reported; NA = Not applicable |