PLANADVISER - May/June 2018 - 32

2018
DCIO
Providers
TOTAL DCIO ASSETS ($mm)
Q1 2018
Year ending 12/31/2017
Year ending 12/31/2016
Total DCIO funds
TOP DCIO FUND
Fund name
$63,908
$61,459
$48,880
42
Target-Date
Strategies
$13,921
$14,359
$14,145
33
American
Beacon Large
Cap Value
Fund
Fund assets ($mm)
Portfolio manager
$47,208
Multi-asset
portfolio
team
$5,087
K. Brown
$43,957
$45,491
$41,275
88
One Choice
Target Date
$15,486
$16,218
$15,236
15
Artisan Mid
Cap Fund
$889,411
$883,393
$714,563
170+
LifePath
Target Date
Fund
$23,6961
R. Weiss,
S. Wilson,
R. Gabudean,
V. Rayappa
$3,793
$204,864
M. Kamm A. Whitelaw,
A. Mason,
M. O'Hara
$305,890
$298,384
$228,599
38
EuroPacific
Growth Fund
$27,683
$23,104
$23,650
113
Schwab
Managed
Retirement
Trust (SMRT)
Funds
$90,804
Multiple
manager
$3,338
T. Creasy
$9,721
$10,373
$8,897
13
Cohen
& Steers
Institutional
Realty Shares
$898
T. Bohjalian
$5,987
Team
approach
$60,266
$59,884
$47,273
150
U.S. Small
Cap Portfolio
Start date
Since
Number of TDF series
DCIO ASSET BREAKDOWN2
Mutual funds
Collective investment trusts
Separate accounts
Stocks
Bonds (excluding stable value)
Stable value/Money market
Asset allocation3
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers
Salespeople focused on institutional
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RK4
SELLING AGREEMENTS
1Includes MF and CIT assets. 2
Inception
4
16%
2%
82%
17%
11%
0%
72%
100%/0%
4
2
2016
100%
0%
0%
95%
3%
0%
1%
100%/0%
14
2
2004
1
78%
16%
6%
41%
5%
1%
53%
100%/0%
17
7
2003 2010, 2009,
2016
55%
7%
38%
99%
<1%
0%
0%
100%/0%
6
5
4
7%
43%
50%
62%
11%
2%
25%
1
99%
1%
0%
69%
1%
1%
29%
7%/93% 100%/0%
19
11
93
60
2005
4
99%
1%
0%
93%
4%
0%
3%
69%/31%
16
3
100%/0%
4
1
100%/0%
15
15
3
3
3
116
200
3
3
173
DCIO asset breakdown does not include " other " categories. 3
32 | planadviser.com may-june 2018
29
3
3
69
3
217
Asset allocation (target-date, target-risk, balanced). 4
3
39
Recordkeeper.
30
3
3
51
2000
4
25%
16%
60%
N/A
1
93%
0%
7%
AB
American Beacon Advisors, Inc.
American Century Investments
Artisan Partners
BlackRock
Capital Group/American Funds
Charles Schwab Investment
Management, Inc.
Cohen & Steers
Dimensional Fund Advisors

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PLANADVISER - May/June 2018

Table of Contents for the Digital Edition of PLANADVISER - May/June 2018

Key Partnerships
Clean Shares' Popularity
The Retirement Purse
The Power of Hosting Events
A New Best Interest Model
Limited Liability of a Trustee
Rollover Recommendations
PLANADVISER - May/June 2018 - C1
PLANADVISER - May/June 2018 - FC1
PLANADVISER - May/June 2018 - FC2
PLANADVISER - May/June 2018 - C2
PLANADVISER - May/June 2018 - 1
PLANADVISER - May/June 2018 - 2
PLANADVISER - May/June 2018 - 3
PLANADVISER - May/June 2018 - 4
PLANADVISER - May/June 2018 - 5
PLANADVISER - May/June 2018 - 6
PLANADVISER - May/June 2018 - 7
PLANADVISER - May/June 2018 - 8
PLANADVISER - May/June 2018 - 9
PLANADVISER - May/June 2018 - 10
PLANADVISER - May/June 2018 - 11
PLANADVISER - May/June 2018 - 12
PLANADVISER - May/June 2018 - 13
PLANADVISER - May/June 2018 - 14
PLANADVISER - May/June 2018 - 15
PLANADVISER - May/June 2018 - 16
PLANADVISER - May/June 2018 - 17
PLANADVISER - May/June 2018 - 18
PLANADVISER - May/June 2018 - 19
PLANADVISER - May/June 2018 - 20
PLANADVISER - May/June 2018 - 21
PLANADVISER - May/June 2018 - 22
PLANADVISER - May/June 2018 - 23
PLANADVISER - May/June 2018 - 24
PLANADVISER - May/June 2018 - 25
PLANADVISER - May/June 2018 - 26
PLANADVISER - May/June 2018 - 27
PLANADVISER - May/June 2018 - 28
PLANADVISER - May/June 2018 - 29
PLANADVISER - May/June 2018 - 30
PLANADVISER - May/June 2018 - 31
PLANADVISER - May/June 2018 - 32
PLANADVISER - May/June 2018 - 33
PLANADVISER - May/June 2018 - 34
PLANADVISER - May/June 2018 - 35
PLANADVISER - May/June 2018 - Key Partnerships
PLANADVISER - May/June 2018 - 37
PLANADVISER - May/June 2018 - 38
PLANADVISER - May/June 2018 - 39
PLANADVISER - May/June 2018 - 40
PLANADVISER - May/June 2018 - 41
PLANADVISER - May/June 2018 - Clean Shares' Popularity
PLANADVISER - May/June 2018 - 43
PLANADVISER - May/June 2018 - The Retirement Purse
PLANADVISER - May/June 2018 - 45
PLANADVISER - May/June 2018 - 46
PLANADVISER - May/June 2018 - 47
PLANADVISER - May/June 2018 - The Power of Hosting Events
PLANADVISER - May/June 2018 - 49
PLANADVISER - May/June 2018 - A New Best Interest Model
PLANADVISER - May/June 2018 - Limited Liability of a Trustee
PLANADVISER - May/June 2018 - Rollover Recommendations
PLANADVISER - May/June 2018 - C3
PLANADVISER - May/June 2018 - C4
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