The 2020 PLANADVISER DCIO Survey was conducted this May via an online questionnaire. Approximately 85 investment firms known or thought to market to defined contribution (DC) plans received the questionnaire; the 43 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@issmediasolutions.com.
| LARGEST STANDALONE DCIO FUND |
|---|
| Fund name | American Funds EuroPacific Growth Fund® |
| DCIO Fund assets ($MM) | $73,440.00 |
| Portfolio manager | Carl M. Kawaja, Nicholas J. Grace, Sung Lee, Jesper Lyckeus, Jonathan Knowles, Andrew B. Suzman, Christopher Thomsen, Lawrence Kymisis, Lara Pellini, Noriko H. Chen, Gerald Du Manoir |
| First Year Managing Fund | Kawaja (2001), Grace (2002), Lee (2002), Lyckeus (2004), Knowles (2006), Suzman (2007), Thomsen (2008), Kymisis (2014), Pellini (2014), Chen (2020), Du Manoir (2020) |
