RESEARCH |
2025
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
The Vanguard Group, Inc
| Total DCIO Assets (US only) ($M) | |
|---|---|
| Year ending 12/31/2024 | $1,628,099 |
| Year ending 12/31/2023 | $1,382,191 |
| Total DCIO funds | 137 |
| Number of TDF series | 6 |
| Largest Stand-Alone DCIO Fund ($M) | |
|---|---|
| Fund name | Target Retirement Funds |
| Fund assets | $279,587 |
| Portfolio manager | Michael R. Roach; Walter Nejman; Aurelie Denis; Roger Aliaga-Diaz |
| First year managing fund | 2023; 2013; 2023; 2023 |
| DCIO Asset Breakdown, by investment vehicle | |
|---|---|
| Mutual funds | 50% |
| Collective investment trusts | 27% |
| Separate accounts | 23% |
| ETFs | 0% |
| Other | 0% |
| DCIO Asset Breakdown, by asset type | |
|---|---|
| Alternatives | 0% |
| Fixed-income | 4% |
| Hybrid/Multi-Asset | 52% |
| International/Global equity | 4% |
| Money market | 2% |
| Stable value | 1% |
| U.S. equity | 37% |
| Other | 0% |
| DCIO Asset Breakdown, by style | |
|---|---|
| Active management | 10% |
| Passive management | 90% |
| Blend management | 0% |
| Adviser Support/Services | |
|---|---|
| Salespeople focused on retail financial advisers | 112 |
| Salespeople focused on DC specialist financial advisers | 254 |
| Salespeople focused on institutional | NR |
| Compliance support | No |
| Access to ERISA counsel | No |
| Conferences for advisers | Yes |
| Plan benchmarking | No |
| Lead generation | No |
| Investment committee meetings | Yes |
| Target-date evaluation tools | Yes |
| Training for DC plan sales and service | No |
| # Recordkeeping Partners | 0 |
| Checkmark = Yes; X = No
NR = Not reported; NA = Not applicable |