RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Principal Global Investors
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $22,501 |
| Year ending 12/31/2020 | $18,124 |
| Total DCIO funds | 61 |
| Number of TDF series | 4 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | LARGECAP GROWTH FUND I (I) |
| Fund assets | $2,781 |
| Portfolio manager | JAMES W. FENNESSEY & RANDY L. WELCH |
| First Year Managing Fund | 2009 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 65% |
| Collective investment trusts | 10% |
| Separate accounts | 3% |
| Equity | 52% |
| Hybrid/Multi-Asset | 19% |
| Stable value/Money market | 23% |
| Fixed-Income | 6% |
| % Active Management | 96% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 9 |
| Salespeople focused on institutional | 9 |
| Compliance support | Yes |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 50 |