RESEARCH |
2025
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
Charles Schwab Investment Management, Inc.*
| Total DCIO Assets (US only) ($M) | |
|---|---|
| Year ending 12/31/2024 | $73,700 |
| Year ending 12/31/2023 | $62,800 |
| Total DCIO funds | 49 |
| Number of TDF series | 4 |
| Largest Stand-Alone DCIO Fund ($M) | |
|---|---|
| Fund name | Schwab S&P 500 Index Fund |
| Fund assets | $17,360 |
| Portfolio manager | Chirstopher Bliss, CFA; Jeremy Brown, CFA;
Ferian Juwono, CFA; Agnes Zau, CFA |
| First year managing fund | 2017; 2019; 2013; 2023 |
| DCIO Asset Breakdown, by investment vehicle | |
|---|---|
| Mutual funds | 49% |
| Collective investment trusts | 26% |
| Separate accounts | 0% |
| ETFs | 10% |
| Other | 15% |
| DCIO Asset Breakdown, by asset type | |
|---|---|
| Alternatives | 0% |
| Fixed-income | 4% |
| Hybrid/Multi-Asset | 30% |
| International/Global equity | 6% |
| Money market | 15% |
| Stable value | 0% |
| U.S. equity | 45% |
| Other | 0% |
| DCIO Asset Breakdown, by style | |
|---|---|
| Active management | 16% |
| Passive management | 75% |
| Blend management | 9% |
| Adviser Support/Services | |
|---|---|
| Salespeople focused on retail financial advisers | 12 |
| Salespeople focused on DC specialist financial advisers | 3 |
| 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 | No |
| Training for DC plan sales and service | Yes |
| # Recordkeeping Partners | 37 |
| *Charles Schwab Investment Management, Inc. dba Schwab Asset Management (defined as CSIM or Schwab Asset Management)
Checkmark = Yes; X = No NR = Not reported; NA = Not applicable |