RESEARCH |
2025
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
Wellington Management
| Total DCIO Assets (US only) ($M) | |
|---|---|
| Year ending 12/31/2024 | $32,970 |
| Year ending 12/31/2023 | $28,540 |
| Total DCIO funds | 50 |
| Number of TDF series | 0 |
| Largest Stand-Alone DCIO Fund ($M) | |
|---|---|
| Fund name | Growth |
| Fund assets | $7,023 |
| Portfolio manager | Drew Shilling; Clark Shields |
| First year managing fund | NR |
| DCIO Asset Breakdown, by investment vehicle | |
|---|---|
| Mutual funds | 0% |
| Collective investment trusts | 63% |
| Separate accounts | 37% |
| ETFs | 0% |
| Other | 0% |
| DCIO Asset Breakdown, by asset type | |
|---|---|
| Alternatives | 0% |
| Fixed-income | 28% |
| Hybrid/Multi-Asset | 4% |
| International/Global equity | 16% |
| Money market | 0% |
| Stable value | 0% |
| U.S. equity | 52% |
| 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 | NR |
| Salespeople focused on DC specialist financial advisers | NR |
| Salespeople focused on institutional | NR |
| Compliance support | No |
| Access to ERISA counsel | No |
| Conferences for advisers | No |
| Plan benchmarking | No |
| Lead generation | No |
| Investment committee meetings | Yes |
| Target-date evaluation tools | No |
| Training for DC plan sales and service | No |
| # Recordkeeping Partners | 20 |
| Checkmark = Yes; X = No
NR = Not reported; NA = Not applicable |