2024
PLANADVISER DCIO Survey

• Story
• Methodology
• Industry Snapshot
• Top 10 Providers
  • DCIO Managers, by Assets ($MM as of 12/31/23)
  • Largest DCIO Standalone Funds, by Assets ($MM as of 12/31/23)
  • Number of DCIO Funds Available on Recordkeeping Platforms
  • Number of Recordkeeping Partners
  • Largest DCIO Target-Date Funds, by Assets ($MM as of 12/31/23)
  • Largest Increase in DCIO Assets (2022 vs. 2023)
• Providers
  • AllianceBernstein (AB)
  • Allspring Global Investments
  • Artisan Partners Limited Partnership
  • BlackRock, Inc.
  • Capital Group, home of American Funds
  • Cohen & Steers
  • Columbia Threadneedle Investments
  • Dimensional Fund Advisors
  • DoubleLine

  • Fidelity Investments
  • Franklin Templeton
  • Goldman Sachs
  • Hartford Funds
  • John Hancock Investment Management
  • MFS Investment Management
  • Natixis Investment Managers
  • Neuberger Berman
  • Nuveen

  • PGIM
  • PIMCO
  • Principal Asset Management
  • T. Rowe Price
  • Vanguard
  • Virtus Investment Partners
  • Wellington Management

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