RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
The Vanguard Group
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $1,157,900 |
| Year ending 12/31/2020 | $1,089,300 |
| Total DCIO funds | 124 |
| Number of TDF series | 6 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Institutional Index Fund All Classes |
| Fund assets | $105,966 |
| Portfolio manager | Donald M. Butler and Michelle Louie |
| First Year Managing Fund | 2000, 2017 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 54% |
| Collective investment trusts | 29% |
| Separate accounts | 17% |
| Equity | 28% |
| Hybrid/Multi-Asset | 21% |
| Stable value/Money market | 2% |
| Fixed-Income | 4% |
| % Active Management | 11% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 138 |
| Salespeople focused on institutional | 101 |
| Compliance support | No |
| Plan benchmarking | Yes |
| Lead generation | No |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | Not Reported |