RESEARCH |
2024
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
T. Rowe Price
| Total DCIO Assets (US only) ($MM) | |
|---|---|
| Year ending 12/31/2023 | $506,911 |
| Year ending 12/31/2022 | $428,664 |
| Total DCIO funds | 125 |
| Number of TDF series | 13 |
| Largest Stand-Alone DCIO Fund ($MM) | |
|---|---|
| Fund name | Blue Chip Growth Fund |
| Fund assets | $13,237 |
| Portfolio manager | Paul D. Greene |
| First year managing fund | 2021 |
| DCIO Asset Breakdown, by investment vehicle (does not include “other” categories) | |
|---|---|
| Mutual funds | 41% |
| Collective investment trusts | 39% |
| Separate accounts | 20% |
| DCIO Asset Breakdown, by asset type (does not include “other” categories) | |
|---|---|
| Alternatives | 0% |
| Fixed income | 5% |
| Hybrid/Multi-Asset | 54% |
| International/Global equity | 3% |
| Money market | 0% |
| Stable value | 2% |
| U.S. equity | 36% |
| DCIO Asset Breakdown, by style (does not include “other” categories) | |
|---|---|
| Active management | 100% |
| Passive management | 0% |
| Blend management | 0% |
| Adviser Support/Services | |
|---|---|
| Salespeople focused on retail financial advisers | 0 |
| Salespeople focused on DC specialist financial advisers | 30 |
| Salespeople focused on institutional | 11 |
| 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/service | Yes |
| # Recordkeeping Partners | 50 |
| Checkmark = Yes; X = No |