Methodology D ata for the 2019 PLANSPONSOR Target-Date Fund (TDF) Survey was collected in this year's second quarter. PLANSPONSOR editors contacted investment managers and providers for their most up-to-date data on their target-date investment products available for use in defined contribution (DC) plans. The submitted data reveals details about target-date products representing an estimated $1.8 trillion as of June 30. Information about the products listed was provided directly to Target-Date Fund Organic Growth, by Objective n Total assets ($mm) Organic growth* (%) for trailing 12 months $200k $150k $100k $50k $0 200% 150% 100% 50% 0% -50% 2026-'30 2021-'25 2016-'20 2031-'35 2036-'40 2041-'45 2046-'50 2011-'15 2051-'55 In-Rtrmt 2000-'10 2056-'60 2060+ Top 10 Target-Date Managers, by Assets n Total assets ($mm) $500k $400k $300k $200k $100k $0 PLANSPONSOR. Additional data may appear in the full, online survey. Product descriptions are as of the June 30 survey deadline and are subject to change; plan sponsors may contact providers directly for further information. The list of funds on the pages that follow is not exhaustive. Information was collected on a best-efforts basis. We extend our appreciation to the various providers included for generously supplying their target-date product information. -PS Organic growth* (%) for trailing 12 months 100% 80% 60% 40% 20% 0% -20% Vanguard Fidelity T. Rowe Price American Funds JPMorgan Funds TIAA BlackRock Source: Strategic Insight *Organic growth measured as current period's net new flows divided by prior period's ending assets. Principal Funds John Hancock Invst American Century 34 PLANSPONSOR.com August - September 2019http://www.plansponsordigital.com/plansponsor/august-september_2019/TrackLink.action?pageName=34&exitLink=http%3A%2F%2FPLANSPONSOR.com