PLANADVISER -May/June 2022 - 29

2022 DCIO Top 10 Providers All findings as of December 31, 2021
DCIO Managers, by Assets ($mm)
1 BlackRock
2 The Vanguard Group
3 State Street Global Advisors
4 T. Rowe Price
5 Cap Group/American Funds
6 J.P. Morgan Asset Management
7 PGIM
8 Fidelity Investments
9 John Hancock
10 Allspring Global Investments
Largest DCIO Standalone Funds, by Assets ($mm)
1 BlackRock Equity Index (BlackRock)
3 Inst Index Fund All Classes (The Vanguard Group)
5 Dodge & Cox Stock Fund (Dodge & Cox)
6 Fidelity 500 Index (Fidelity Investments)
$1,390,708
$1,157,900
$638,448
$557,431
$474,909
$277,609
$219,695
$157,527
$138,033
$127,998
$431,730
2 S&P 500® Index Strategy (State Street Global Advisors) $186,664
$105,966
4 EuroPacific Growth Fund® (Cap Group/American Funds) $102,167
$51,229
$48,649
$36,935
$26,624
$22,525
7 T. Rowe Price Blue Chip Growth Fund (T. Rowe Price)
8 PIMCO Total Return Fund (PIMCO)
9 Stable Return Fund (Allspring Global)
10 JPM Large Cap Growth Fund (J.P. Morgan Asset Mgmt) $20,039
Number of DCIO Funds Available on Recordkeeping Platforms
1 Fidelity Investments
2 BlackRock
3 Dimensional Fund Advisors
4 Franklin Templeton
5 The Vanguard Group
6 Nuveen
7 T. Rowe Price
8 Columbia Threadneedle Investments
9 Allspring Global Investments
10 J.P. Morgan Asset Management
475
210
200
149
124
122
119
110
96
88
Number of Recordkeeping Partners
1 Cap Group/American Funds
2 DoubleLine
3 AB [AllianceBernstein]
4 Hartford Funds
5 Dimensional Fund Advisors
6 First Eagle Investments
6 Nuveen
8 BlackRock
9 PGIM
10 John Hancock
Largest DCIO Target-Date Funds, by Assets ($mm)
1 LifePath Index (BlackRock)
2 Target Retirement Fund (The Vanguard Group)
3 T. Rowe Price Retirement Date Funds (T. Rowe Price)
206
150
100
92
80
75
75
61
55
50
$288,508
$233,734
$225,031
4 American Funds Target-Date Rtrmt Series (Cap Group) $173,181
5 Multi-Index 2035 Lifetime (John Hancock)
6 Target Date Non-Lending CITs (SSGA)
7 AB Customized Retirement Strategy (AB)
8 One Choice Portfolios (American Century)
9 TIAA-CREF Lifecycle Index (Nuveen)
10 Schwab Managed Retirement Trust Funds
Largest Increase in DCIO Assets (2020 vs. 2021)
1 Columbia Threadneedle Investments
2 Fidelity Investments
3 State Street Global Advisors
4 Cohen & Steers
5 Nuveen
6 AB [AllianceBernstein]
7 John Hancock
8 Principal Global Investors
9 MFS Investment Management
10 American Century
$139,525
$69,220
$57,263
$25,246
$24,000
$12,287
41.9%
38.1%
32.7%
32.2%
31.2%
28.6%
26.1%
24.2%
21.4%
19.5%
planadviser.com May-June 2022 | 29
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PLANADVISER -May/June 2022

Table of Contents for the Digital Edition of PLANADVISER -May/June 2022

PLANADVISER Industry Leaders Awards
Paving the Way
2022 DCIO Survey
Fool's Gold for 401(k)s?
Design and Stability
A Collective Effort
Cryptocurrency In DC Plans
Real Estate Fund Investments
PLANADVISER -May/June 2022 - Cover1
PLANADVISER -May/June 2022 - Cover2
PLANADVISER -May/June 2022 - 1
PLANADVISER -May/June 2022 - 2
PLANADVISER -May/June 2022 - 3
PLANADVISER -May/June 2022 - 4
PLANADVISER -May/June 2022 - 5
PLANADVISER -May/June 2022 - 6
PLANADVISER -May/June 2022 - 7
PLANADVISER -May/June 2022 - 8
PLANADVISER -May/June 2022 - 9
PLANADVISER -May/June 2022 - PLANADVISER Industry Leaders Awards
PLANADVISER -May/June 2022 - 11
PLANADVISER -May/June 2022 - 12
PLANADVISER -May/June 2022 - 13
PLANADVISER -May/June 2022 - 14
PLANADVISER -May/June 2022 - 15
PLANADVISER -May/June 2022 - 16
PLANADVISER -May/June 2022 - 17
PLANADVISER -May/June 2022 - 18
PLANADVISER -May/June 2022 - 19
PLANADVISER -May/June 2022 - Paving the Way
PLANADVISER -May/June 2022 - 21
PLANADVISER -May/June 2022 - 22
PLANADVISER -May/June 2022 - 23
PLANADVISER -May/June 2022 - 2022 DCIO Survey
PLANADVISER -May/June 2022 - 25
PLANADVISER -May/June 2022 - 26
PLANADVISER -May/June 2022 - 27
PLANADVISER -May/June 2022 - 28
PLANADVISER -May/June 2022 - 29
PLANADVISER -May/June 2022 - Fool's Gold for 401(k)s?
PLANADVISER -May/June 2022 - 31
PLANADVISER -May/June 2022 - 32
PLANADVISER -May/June 2022 - 33
PLANADVISER -May/June 2022 - Design and Stability
PLANADVISER -May/June 2022 - 35
PLANADVISER -May/June 2022 - A Collective Effort
PLANADVISER -May/June 2022 - 37
PLANADVISER -May/June 2022 - 38
PLANADVISER -May/June 2022 - Cryptocurrency In DC Plans
PLANADVISER -May/June 2022 - Real Estate Fund Investments
PLANADVISER -May/June 2022 - Cover3
PLANADVISER -May/June 2022 - Cover4
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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