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THE DCIOs

NAPA FIRM PARTNERS

T. ROWE PRICE 100 EAST PRATT STREET • BALTIMORE, MD 21202 • troweprice.com/wellnessworks KEY CONTACTS:

Mark Cover • 410. 45.4 5 • Mark Cover tro eprice.com DCIO ales Desk • 00. 1.4 1 • DCIO ales Desk tro eprice.com

FIRM PROFILE

T. o e rice is an asset management firm ocused on delivering global investment management e cellence and retirement services that investors can rely on no , and over the long term. We provide an array o commingled unds, subadvisory services, separate account management, retirement recordkeeping, and related services or individuals, advisors, institutions, and retirement plan sponsors. With over 0 years o e perience in the DC industry, T. o e rice is committed to helping you stay current and competitive in this very dynamic and re arding market. To help improve outcomes, advisors need a consultative partner that can provide both asset management and vast retirement e perience. In that vein, e ant to help you accomplish three things learn more about the industry, build your book o business, and service your e isting relationships.

ASSETS MANAGED

PRIMARY MARKET(S) SERVED

TOTAL AUM so 0 1 ........................................................$1,044,100,000,000

• Micro $1 million • Small $1 $10 million • Mid $10 $100 million • Large $100 $250 million • Mega $250 million

TOTAL DCIO ASSETS so 0 1 .......................................................... $332,886,000,000

ASSET ALLOCATION FUNDS

• T. • T. • T. • T.

o o o o

e e e e

DCIO ASSETS BREAKDOWN

rice etirement unds rice Target unds rice etirement Trusts rice etirement lend Trusts

Collective Trusts: ..... 17.75% Money Market: ...........0.14% Mutual Funds: .......... 60.83% Separate Accounts: ....8.34% Stable Value: ...............2.93% Other: ........................ 10.03%

TOP 5 FUNDS BY DC ASSETS s o 01 1. T. Rowe Price Retirement Funds Total ssets ..............................................................$1 2,251, 15, 2. T. Rowe Price Blue Chip Growth Fund Total ssets ............................................................... $1 ,410, 10, 2 3. T. Rowe Price Growth Stock Fund Total ssets .............................................................. $1 ,25 ,02 ,04 4. T. Rowe Price Institutional Large-Cap Growth Fund Total ssets ..............................................................$12,05 ,524, 5. T. Rowe Price Mid-Cap Growth Fund Total ssets ..................................................................$ , 11, 22, 2

ADVISOR SUPPORT SERVICES

• ternal Wholesalers ocused on dvisors • ternal Wholesalers ocused on Institutional • lan enchmarking • Target Date valuation Tools • Training or DC lan ales ervice • Investment Committee Meetings

NO. OF EXTERNAL WHOLESALERS

DC: 12 Retail: 37

*Includes T. Rowe Price Retirement Funds, T. Rowe Price Retirement Trusts, T. Rowe Price Retirement Blend Trusts, and T. Rowe Price Target Funds

18 NAPA BLACK BOOK

BB_WIN18_06-43_DCIOs.indd 18

2018

11/27/18 9:22 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.