PLANADVISER - May/June 2021 - 31

2021 DCIO Top 10 Providers
DCIO Managers, by Assets ($mm as of 12/31/20)
1 BlackRock
2 The Vanguard Group, Inc. (Vanguard)
3 T. Rowe Price
4 State Street Global Advisors
5 Capital Group|American Funds
6 J.P. Morgan Asset Management
7 Northern Trust Asset Management
8 PGIM
9 Wells Fargo Asset Management
10 PIMCO
$1,205,863
$1,089,300
$484,789
$481,067
$422,196
$261,364
$217,034
$212,936
$129,496
$124,759
Largest DCIO Standalone Funds, by Assets ($mm as of 12/31/20)
1 Equity Index (BlackRock)
2 S&P 500®
Index (State Street Global Advisors)
3 EuroPacific Growth Fund® (Capital Group)
4 Institutional Index Fund All Classes (Vanguard)
5 S&P 500 Index Fund-DC Non Lending (Northern Trust)
6 Dodge & Cox Stock Fund
7 T. Rowe Price Blue Chip Growth Fund
8 Fidelity 500 Index
9 PIMCO Total Return Fund
10 Stable Value Fund (Wells Fargo)
$370,429
$117,860
$104,635
$87,184
$51,475
$37,443
$34,662
$31,926
$29,249
$28,107
Number of DCIO Funds Available on Recordkeeping Platforms
1 Fidelity Investments
2 BlackRock
3 Dimensional Fund Advisors
4 Franklin Templeton
5 PIMCO
6 Nuveen
7 T. Rowe Price
8 The Vanguard Group, Inc. (Vanguard)
9 Wells Fargo Asset Management
10 Goldman Sachs
Number of Recordkeeping Partners
1 Capital Group|American Funds
2 DoubleLine
2 Putnam Investments
4 AllianceBernstein (AB)
5 Hartford Funds
6 Nuveen
7 BlackRock
8 Goldman Sachs
8 Virtus Investment Partners
10 PGIM
207
150
150
101
92
77
61
60
60
55
Largest DCIO Target-Date Funds, by Assets ($mm as of 12/31/20)
1 LifePath Index (BlackRock)
2 T. Rowe Price Retirement Date Funds
3 JPM SmartRetirement (J.P. Morgan)
4 Vanguard Institutional Target Retirement Fund
5 American Funds Target Date Retirement Series
6 TDF CITs (State Street Global Advisors)
7 AB Custom Retirement Strategies (AllianceBernstein)
8 OneChoice Target Date Portfolios (American Century)
9 TIAA-CREF Lifecycle Index Funds (Nuveen)
10 Schwab Managed Retirement Trust Funds
472
196
150
149
133
122
120
110
106
95
Largest Increase in DCIO Assets (2019 vs. 2020)
1 John Hancock Investment Management
2 Nuveen
3 Artisan Partners Limited Partnership
4 Columbia Threadneedle
5 Loomis, Sayles & Company
6 T. Rowe Price
7 J.P. Morgan Asset Management
8 Putnam Investments
9 State Street Global Advisors
10 PGIM
$231,249
$190,014
$156,493
$142,263
$132,205
$79,784
$52,505
$21,064
$17,419
$13,876
53.3%
38.6%
24.7%
23.0%
22.5%
21.0%
20.5%
20.1%
20.0%
18.3%
planadviser.com May-June 2021 | 31

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PLANADVISER - May/June 2021

Table of Contents for the Digital Edition of PLANADVISER - May/June 2021

Publisher’s Note
Compliance News
Data Points
Trends
Eyes On The Investment Menu
2021 PLANADVISER DCIO Survey: The State Of DCIO
The Promise Of Sustainable Investing
Wealth Transfers On The Horizon
Rollovers And Fiduciaries
Caution Needed Regarding Rollovers
Advisers Giving Back
PLANADVISER - May/June 2021 - Cover1
PLANADVISER - May/June 2021 - Cover2
PLANADVISER - May/June 2021 - 1
PLANADVISER - May/June 2021 - Publisher’s Note
PLANADVISER - May/June 2021 - 3
PLANADVISER - May/June 2021 - Compliance News
PLANADVISER - May/June 2021 - 5
PLANADVISER - May/June 2021 - 6
PLANADVISER - May/June 2021 - 7
PLANADVISER - May/June 2021 - Data Points
PLANADVISER - May/June 2021 - 9
PLANADVISER - May/June 2021 - Trends
PLANADVISER - May/June 2021 - 11
PLANADVISER - May/June 2021 - 12
PLANADVISER - May/June 2021 - 13
PLANADVISER - May/June 2021 - 14
PLANADVISER - May/June 2021 - 15
PLANADVISER - May/June 2021 - 16
PLANADVISER - May/June 2021 - 17
PLANADVISER - May/June 2021 - Eyes On The Investment Menu
PLANADVISER - May/June 2021 - 19
PLANADVISER - May/June 2021 - 20
PLANADVISER - May/June 2021 - 21
PLANADVISER - May/June 2021 - 22
PLANADVISER - May/June 2021 - 23
PLANADVISER - May/June 2021 - 24
PLANADVISER - May/June 2021 - 25
PLANADVISER - May/June 2021 - 2021 PLANADVISER DCIO Survey: The State Of DCIO
PLANADVISER - May/June 2021 - 27
PLANADVISER - May/June 2021 - 28
PLANADVISER - May/June 2021 - 29
PLANADVISER - May/June 2021 - 30
PLANADVISER - May/June 2021 - 31
PLANADVISER - May/June 2021 - 32
PLANADVISER - May/June 2021 - 33
PLANADVISER - May/June 2021 - The Promise Of Sustainable Investing
PLANADVISER - May/June 2021 - 35
PLANADVISER - May/June 2021 - Wealth Transfers On The Horizon
PLANADVISER - May/June 2021 - 37
PLANADVISER - May/June 2021 - Rollovers And Fiduciaries
PLANADVISER - May/June 2021 - Caution Needed Regarding Rollovers
PLANADVISER - May/June 2021 - Advisers Giving Back
PLANADVISER - May/June 2021 - Cover3
PLANADVISER - May/June 2021 - Cover4
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
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https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
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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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