| Largest DCIO Stand-Alone Funds, by Assets ($M as of 12/31/24) |
|---|
| 1 | Equity Index (BlackRock) | $619,500 |
| 2 | Target Retirement Funds (The Vanguard Group, Inc) | $279,587 |
| 3 | EuroPacific Growth Fund (Capital Group / American Funds) | $69,745 |
| 4 | Dodge & Cox Stock Fund (Dodge & Cox) | $58,270 |
| 5 | MFS Value Fund (MFS Investment Management) | $17,847 |
| 6 | Schwab S&P 500 Index Fund (Charles Schwab Investment Management, Inc.*) | $17,360 |
| 7 | Stable Return Fund (Allspring Global Investments) | $16,869 |
| 8 | Blue Chip Growth Fund (T. Rowe Price) | $14,607 |
| 9 | Large Cap Growth (AllianceBernstein, LP) | $9,109 |
| 10 | Putnam Large Cap Value (Franklin Templeton) | $7,588 |
| Largest DCIO Target-Date Funds, by Assets ($M as of 12/31/24) |
|---|
| 1 | Target Retirement Trusts (The Vanguard Group, Inc) | $784,454 |
| 2 | LifePath Index (BlackRock) | $367,916 |
| 3 | T. Rowe Price Retirement Date Funds (T. Rowe Price) | $303,890 |
| 4 | American Funds Target-Date Retirement Series (Capital Group / American Funds) | $233,437 |
| 5 | AB Customized Retirement Strategies (AllianceBernstein, LP) | $79,870 |
| 6 | Schwab Indexed Retirement Trust Funds (CIT) (Charles Schwab Investment Management, Inc.*) | $13,000 |
| 7 | John Hancock Lifetime Blend Trusts (Manulife John Hancock Investments) | $7,605 |
| 8 | Putnam Retirement Advantage (Franklin Templeton) | $5,558 |
| 9 | MFS Lifetime (MFS Investment Management) | $3,583 |
