DCIOs
NAPAFIRMPARTNERS
Kansas City, MO • americancentury.com
Los Angeles, CA • capitalgroup.com
American Century Investments
American Funds
Key Contact(s)
Key Contact(s)
Kevin Eknaian 646.658.7710 • kevin_eknaian@americancentury.com Glenn Dial 816.340.3131 • glenn_dial@americancentury.com Rick Luchinsky 816.340.3418 • rick_luchinksy@americancentury.com
800.421.9900
Firm Profile Founded in 1958, American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. Delivering investment results to clients enables American Century Investments to distribute over 40% of its dividends to the Stowers Institute for Medical Research, a 500-person, nonprofit basic biomedical research organization. The Institute owns more than 40% of American Century Investments and has received dividend payments of nearly $2 billion since 2000.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Assets Managed*
Total AUM: $215,145,000,000 Total DCIO Assets: $49,206,000,000 DCIO Assets Breakdown [%] Collective Trusts: 27% Money Markets: 0% Mutual Funds: 66% Separate Accounts: 6% Stable Value: 0% Other: 0%
Asset Allocation Funds Strategic Allocation Funds, Conservative, Mod, Aggressive, One Choice Target Date Portfolios, One Choice Target Risk Portfolios, One Choice Blend+ Portfolios Top 5 Funds by DC Assets [Fund Name / Total Assets] 1. Target Date: $21,328,000,000 2. Mid Cap Value: $4,903,000,000 3. Ultra (Premier Large Cap Growth): $2,369,000,000 4. Small Cap Value: $2,352,000,000 5. Growth: $1,617,000,000
Advisor Support Services External Wholesalers Focused on Advisors, External Wholesalers Focused on Institutional, Target-Date Evaluation Tools, Training for DC Plan Sales/Service, Investment Committee Meetings
Firm Profile Since 1931, Capital Group, home of American Funds, has been focused on delivering superior, consistent results for long-term investors. We’ve earned retirement plans’ trust over generations by managing our funds the same way most people invest for retirement - with a long-term perspective and careful attention to risk. Our retirement plan solutions are designed to serve a broad range of clients and offer the advantages of large-plan pricing to small- and midsize employer-sponsored retirement plans.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Assets Managed*
Total AUM: $2,398,679,608,000 Total DCIO Assets: $429,933,071,000 DCIO Assets Breakdown [%] Collective Trusts: 5% Money Markets: 0% Mutual Funds: 95% Separate Accounts: 0% Stable Value: 0% Other: 0%
Asset Allocation Funds Target Date: American Funds Target Date Retirement Series and Capital Group Target Date Retirement Series, Target Risk: American Funds Portfolio Series and American Funds Retirement Income Portfolio Series, Balanced: American Funds American Balanced Fund and American Funds Global Balanced Fund Top 5 Funds by DC Assets [Fund Name / Total Assets] 1. American Funds Target Date Retirement Series: $217,857,777,000 2. American Funds Europacific Growth Fund: $76,613,758,000 3. American Funds Growth Fund of America Fund: $39,990,525,000 4. American Funds American Balanced Fund: $31,163,242,000 5. American Funds Washington Mutual Fund: $22,574,386,000
Advisor Support Services External Wholesalers Focused on Advisors, External Wholesalers Focused on Institutional, Compliance Report, Plan Benchmarking, Target-Date Evaluation Tools, Training for DC Plan Sales/Service, Investment Committee Meetings
No. of External Wholesalers DC: 71 Retail: 106
No. of External Wholesalers DC: 12 Retail: 39
*as of 6.30.23
NAPABLACKBOOK2023
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