PLANADVISER - May/June 2019 - 31

2019 DCIO Top 10 Providers
DCIO MANAGERS, BY ASSETS ($mm AS OF Q1 2019)
1 BlackRock, Inc.
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 Principal Global Investors
9 Wells Fargo Asset Management
10 PIMCO
$949,412
$773,039
$480,202
$367,976
$352,884
$320,153
$206,538
$146,000
$117,777
$112,211
NUMBER OF DCIO FUNDS AVAILABLE ON RECORDKEEPING PLATFORMS
1 T. Rowe Price
2 Vanguard
3 Fidelity Investments
4 BlackRock, Inc.
5 Dimensional Fund Advisors
6 PIMCO
7 BNY Mellon Investment Management
8 Charles Schwab Investment Management, Inc.
9 Nuveen
10 J.P. Morgan Asset Management
LARGEST INCREASE IN DCIO ASSETS (2017 VS. 2018)
1 Cohen & Steers
2 Fidelity Investments
3 Vanguard
4 MassMutual Funds
5 Putnam Investments
6 Federated Investors
7 PGIM Investments
8 T. Rowe Price
9 Loomis, Sayles & Co., L.P.
10 American Beacon Advisors, Inc.
425
339
280
>170
150
139
118
113
102
100
16.6%
10.1%
9.5%
4.2%
4.1%
3.9%
2.7%
-0.3%
-1.5%
-1.8%
TOP DCIO FUNDS, BY ASSETS ($mm AS OF Q1 2019)
1 BlackRock LifePath Target Date Fund
2 Vanguard Institutional Index Strategy
3 T. Rowe Price Retirement Date Funds
4 J.P. Morgan SmartRetirement Funds (all series)
5 State Street Global Advisors S&P 500 Index
6 American Funds EuroPacific Growth Fund
7 DoubleLine Total Return Bond Fund
8 AllianceBernstein Target-date Strategies
9 Principal LifeTime Hybrid Collective Investment Trust
10 Dodge & Cox Stock Fund
NUMBER OF TARGET-DATE AND TARGET-RISK FUND SERIES
1 Charles Schwab Investment Management, Inc.
2 BNY Mellon Investment Management
3 Franklin Templeton
4 Fidelity Investments
5 Vanguard
6 BlackRock, Inc.
6 Charles Schwab Investment Management, Inc.
6 Cohen & Steers
6 PGIM Investments
6 T. Rowe Price
LARGEST INCREASE IN DCIO ASSETS (12/31/2018 VS. Q1 2019)
1 MassMutual Funds
2 Fidelity Investments
3 State Street Global Advisors
4 Wellington Management Company, LLP
5 Loomis, Sayles & Co., L.P.
6 T. Rowe Price
7 Ivy Investments
8 Artisan Partners
9 MFS Investment Management
10 Dodge & Cox
$227,057
$190,057
$139,997
$116,749
$103,087
$78,586
$50,405
$42,126
$36,900
$36,718
12
11
9
7
6
4
4
4
4
4
20.5%
19.1%
15.5%
14.6%
14.2%
13.5%
13.3%
12.8%
12.5%
12.4%
METHODOLOGY: The 2019 PLANADVISER DCIO Survey was conducted this April and May via an online questionnaire. Approximately
85 investment firms known or thought to market to defined contribution (DC) plans received the questionnaire; the 37 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 2019 | 31

http://www.planadviserdigital.com/planadviser/may_june_2019/TrackLink.action?pageName=31&exitLink=mailto%3Asurveys%40strategic-i.com http://www.planadviserdigital.com/planadviser/may_june_2019/TrackLink.action?pageName=31&exitLink=http%3A%2F%2Fplanadviser.com

PLANADVISER - May/June 2019

Table of Contents for the Digital Edition of PLANADVISER - May/June 2019