RESEARCH |
2025
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
Capital Group / American Funds
| Total DCIO Assets (US only) ($M) | |
|---|---|
| Year ending 12/31/2024 | $529,430 |
| Year ending 12/31/2023 | $448,396 |
| Total DCIO funds | 53 |
| Number of TDF series | 3 |
| Largest Stand-Alone DCIO Fund ($M) | |
|---|---|
| Fund name | EuroPacific Growth Fund |
| Fund assets | $69,745 |
| Portfolio manager | NR |
| First year managing fund | NR |
| DCIO Asset Breakdown, by investment vehicle | |
|---|---|
| Mutual funds | 91% |
| Collective investment trusts | 9% |
| Separate accounts | 0% |
| ETFs | 0% |
| Other | 0% |
| DCIO Asset Breakdown, by asset type | |
|---|---|
| Alternatives | 0% |
| Fixed-income | 2% |
| Hybrid/Multi-Asset | 56% |
| International/Global equity | 26% |
| Money market | 0% |
| Stable value | 0% |
| U.S. equity | 16% |
| 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 | 90 |
| Salespeople focused on DC specialist financial advisers | 90 |
| Salespeople focused on institutional | 48 |
| Compliance support | No |
| Access to ERISA counsel | No |
| Conferences for advisers | Yes |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Investment committee meetings | Yes |
| Target-date evaluation tools | Yes |
| Training for DC plan sales and service | Yes |
| # Recordkeeping Partners | 54 |
| Checkmark = Yes; X = No
NR = Not reported; NA = Not applicable |