PLANADVISER - May/June 2018 - 31

2018 DCIO Top 10 Providers
DCIO MANAGERS, BY ASSETS ($MM AS OF Q1 2018)
1 BlackRock
2 Vanguard
3 Nuveen
4 State Street Global Advisors
5 T. Rowe Price
6 Capital Group/American Funds
7 J.P. Morgan Asset Management
8 Wells Fargo Asset Management
9 PIMCO
10 Dodge & Cox
$889,411
$643,339
$488,244
$356,953
$324,000
$305,890
$195,866
$122,703
$113,320
$101,670
NUMBER OF DCIO FUNDS AVAILABLE ON RECORDKEEPING PLATFORMS
1 Vanguard
2 Fidelity Investments
3 BlackRock
4 Dimensional Fund Advisors
5 PIMCO
6 Franklin Templeton
7 J.P. Morgan Asset Management
8 Nuveen
9 Charles Schwab Investment Management, Inc.
10 Wells Fargo Asset Management
LARGEST INCREASE IN DCIO ASSETS (2016 VS. 2017)
1 Janus
2 Vanguard
3 Capital Group/American Funds
4 Dimensional Fund Advisors
5 AB
6 T. Rowe Price
7 BlackRock
8 MFS Investment Management
9 MassMutual Funds
9 State Street Global Advisors
315
275
170
150
131
125
118
117
113
106
31.0%
30.7%
30.5%
26.7%
25.7%
24.9%
23.6%
23.2%
22.6%
22.6%
TOP DCIO FUNDS, BY ASSETS ($MM AS OF Q1 2018)
1 T. Rowe Price Retirement Date Funds
2 BlackRock LifePath Target Date Fund
3 J.P. Morgan SmartRetirement
4 Vanguard Institutional Index Fund Institutional Plus
5 American Funds EuroPacific Growth Fund
6 State Street Global Advisors S&P 500
7 AB Target-Date Strategies
8 Dodge & Cox Stock Fund
9 PIMCO Total Return Fund
10 TIAA-CREF Lifecycle Series
NUMBER OF TARGET-DATE AND TARGET-RISK FUND SERIES
1 Virtus
1 Voya
3 Franklin Templeton
4 Fidelity Investments
5 Vanguard
6 AB
6 BlackRock
6 Charles Schwab Investment Management, Inc.
6 Cohen & Steers
6 PGIM Investments
LARGEST INCREASE IN DCIO ASSETS (12/31/2017 VS. Q1 2018)
1 DWS
2 Charles Schwab Investment Management, Inc.
3 MassMutual Funds
4 Loomis, Sayles & Co., L.P.
4 AB
6 T. Rowe Price
6 Wellington Management Company LLP
8 Janus
9 Capital Group/American Funds
10 Putnam
$226,352
$204,864
$111,095
$90,986
$90,804
$88,969
$47,208
$36,742
$32,440
$31,083
10
10
9
7
6
4
4
4
4
4
39.0%
19.8%
13.4%
4.0%
4.0%
3.9%
3.9%
3.0%
2.5%
1.7%
METHODOLOGY: The 2018 PLANADVISER DCIO Survey was conducted this April and May via an online questionnaire. Approximately 115
investment firms known or thought to market to defined contribution (DC) plans received the questionnaire; the 42 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.
planadviser.com may-june 2018 | 31

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