2019
PLANADVISER DCIO Survey

Providers

Methodology

The 2019 PLANADVISER DCIO Survey was conducted this April and May via an online questionnaire. Approximately 85 investment firms known or thought to market to defined contribution (DC) plans received the questionnaire; the 38 organizations listed in the pages that follow were those that agreed to complete the survey in its entirety. This information is for reference only and is not comprehensive of the entire DCIO industry, as some major providers chose not to participate. For more information on data available for purchase, or to take part in a future survey, please email surveys@strategic-i.com.

Capital Group/American Funds

TOTAL DCIO ASSETS ($MM)
Q1 2019$320,153
Year ending 12/31/2018$287,977
Year ending 12/31/2017$298,576
Total DCIO funds39
TOP DCIO FUND
Fund nameEuroPacific Growth Fund
Fund assets ($MM)$78,586
Portfolio managerMultiple manager
Start dateNR
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds99%
Collective investment trusts1%
Separate accounts0%
Stocks64%
Bonds (excluding stable value)1%
Stable value/Money market1%
Asset allocation (target-date, target-risk, balanced)34%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers152
Salespeople focused on institutional33
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS211
NR = Not Reported in time for publication.