PLANADVISER - May/June 2020 - 17

DCIO Assets ($b)
$8,350
$7,468
Total
DC
Assets
DCIO
Survey
Assets
$5,962
$3,290
$6,086
$3,995
$4,644
$4,482
$4,981
$7,119
2020 DCIO Top 10 Providers
Dec 2015
Dec 2016
Dec 2017
Dec 2018
Dec 2019
Methodology
The 2020 PLANADVISER DCIO Survey
was conducted this May via an online
questionnaire. Approximately 85
investment firms known or thought to
market to defined contribution (DC)
plans received the questionnaire; the
43 organizations listed in the pages
that follow were those that agreed to
complete the survey in its entirety. This
information is for reference only and is
not comprehensive of the entire DCIO
industry, as some major providers chose
not to participate. For more information
on data available for purchase, or to
take part in a future survey, please email
surveys@issmediasolutions.com.
Largest DCIO Asset Managers ($mm) as of 12/31/19
1 BlackRock Inc.
2 The Vanguard Group, Inc. (Vanguard)
3 State Street Global Advisors
4 T. Rowe Price
5 Capital Group/American Funds
6 J.P. Morgan Asset Management
7 Invesco
8 Fidelity Investments
9 Wells Fargo Asset Management
10 PIMCO
Largest Increase in DCIO Assets, 2019 vs. 2018
1 Fidelity Investments
2 Nuveen
3 MFS Investment Management
3 The Vanguard Group, Inc.
5 DoubleLine
6 Charles Schwab Investment Management, Inc.
7 Janus Henderson Investors
8 AllianceBernstein
8 Legg Mason Global Asset Management
10 T. Rowe Price
$1,081,247
$902,000
$400,740
$400,535
$363,948
$216,715
$139,854
$123,423
$121,415
$119,551
54.6%
32.8%
32.6%
32.6%
32.5%
30.4%
29.7%
29.4%
29.4%
28.9%
Largest DCIO Standalone Funds, by Assets ($mm) as of 3/31/20
1 S&P 500 (State Street Global Advisors)
2 Equity Index (BlackRock Inc.)
3 American Funds EuroPacific Growth Fund®
4 Vanguard Institutional Index Fund
5 Invesco Stable Value
6 PIMCO Total Return Fund
7 Wells Fargo Stable Return Fund
8 PGIM Total Return Bond/Core Plus
9 Dodge & Cox Stock Fund
10 T. Rowe Price Blue Chip Growth
$103,087
$73,501
$73,440
$66,553
$61,356
$29,899
$29,589
$26,867
$26,422
$21,140
Largest DCIO Target-Date Funds, by Assets ($mm) as of 3/31/20
1 LifePath Index (BlackRock Inc.)
2 T. Rowe Price Retirement Date Funds
3 JPMorgan SmartRetirement
4 Vanguard Institutional Target Date Fund Series
5 American Funds Target Date Retirement Series®
6 TDF CITs (State Street Global Advisors)
7 AB Custom Retirement Strategies (AllianceBernstein)
8 TIAA-CREF Lifecycle Active (Nuveen)
9 One Choice Portfolios (American Century)
10 Schwab Managed Retirement Trusts
$184,115
$135,679
$104,338
$104,252
$93,025
$53,293
$39,389
$28,100
$17,359
$11,099
planadviser.com May-June 2020 | 17

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PLANADVISER - May/June 2020

Table of Contents for the Digital Edition of PLANADVISER - May/June 2020

2020 PLANADVISER DCIO Survey
All That Goes Into a Practice
Compliance When It's Tough
A Case For Both
The Alternative Workplace
Damage Control in a Downturn
An Uptick in Customer Arbitration?
Client Relationship Summary
Evaluating Reg BI Compliance
PLANADVISER - May/June 2020 - Cover1
PLANADVISER - May/June 2020 - Cover2
PLANADVISER - May/June 2020 - 1
PLANADVISER - May/June 2020 - 2
PLANADVISER - May/June 2020 - 3
PLANADVISER - May/June 2020 - 4
PLANADVISER - May/June 2020 - 5
PLANADVISER - May/June 2020 - 6
PLANADVISER - May/June 2020 - 7
PLANADVISER - May/June 2020 - 8
PLANADVISER - May/June 2020 - 9
PLANADVISER - May/June 2020 - 10
PLANADVISER - May/June 2020 - 11
PLANADVISER - May/June 2020 - 2020 PLANADVISER DCIO Survey
PLANADVISER - May/June 2020 - 13
PLANADVISER - May/June 2020 - 14
PLANADVISER - May/June 2020 - 15
PLANADVISER - May/June 2020 - 16
PLANADVISER - May/June 2020 - 17
PLANADVISER - May/June 2020 - 18
PLANADVISER - May/June 2020 - 19
PLANADVISER - May/June 2020 - All That Goes Into a Practice
PLANADVISER - May/June 2020 - 21
PLANADVISER - May/June 2020 - 22
PLANADVISER - May/June 2020 - 23
PLANADVISER - May/June 2020 - Compliance When It's Tough
PLANADVISER - May/June 2020 - 25
PLANADVISER - May/June 2020 - 26
PLANADVISER - May/June 2020 - 27
PLANADVISER - May/June 2020 - A Case For Both
PLANADVISER - May/June 2020 - 29
PLANADVISER - May/June 2020 - The Alternative Workplace
PLANADVISER - May/June 2020 - 31
PLANADVISER - May/June 2020 - 32
PLANADVISER - May/June 2020 - 33
PLANADVISER - May/June 2020 - Damage Control in a Downturn
PLANADVISER - May/June 2020 - 35
PLANADVISER - May/June 2020 - 36
PLANADVISER - May/June 2020 - An Uptick in Customer Arbitration?
PLANADVISER - May/June 2020 - Client Relationship Summary
PLANADVISER - May/June 2020 - Evaluating Reg BI Compliance
PLANADVISER - May/June 2020 - 40
PLANADVISER - May/June 2020 - Cover3
PLANADVISER - May/June 2020 - Cover4
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https://www.planadviserdigital.com/planadviser/november_december_2022
https://www.planadviserdigital.com/planadviser/september_october_2022
https://www.planadviserdigital.com/planadviser/july_august_2022
https://www.planadviserdigital.com/planadviser/may_june_2022
https://www.planadviserdigital.com/planadviser/industry_leader_awards_2022
https://www.planadviserdigital.com/planadviser/march_april_2022
https://www.planadviserdigital.com/planadviser/january_february_2022
https://www.planadviserdigital.com/planadviser/november_december_2021
https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
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