PLANSPONSOR - August/September 2019 - 37

ATTRIBUTES
UNAFFILIATED MANAGERS
FUND
TACTICAL GLIDE
PATH DEVIATION
Yes, 10%
Yes, 10%
Yes
Yes
Yes, 5%
Y, +/- 10%
No
No
No
=+/- 10%
None
=+/- 10%
=+/- 10%
=+/- 10%
None
=+/- 10%
Yes, 5%
=+/- 15%
NA
Yes, 10%
Yes, 10%
Yes, 10%
Yes, 10 - 20%
Yes, 10 - 20%
Yes, 7 - 20%
Yes, 10 - 20%
Yes, 10 - 20%
Yes, 10%
Yes, 5 - 20%
None
Yes, 5%
No
No
No
LANDING
POINT
15 YATD
15 YATD
At TD
At TD
30 YATD
At TD
At TD
At TD
10 YATD
15 YATD
10 - 19 YATD
10 - 19 YATD
10 - 19 YATD
10 - 19 YATD
10 - 19 YATD
10 - 19 YATD
10 - 19 YATD
5 YATD
At TD
15 YATD
20 YATD
At TD
20 YATD
At TD
At TD
At TD
At TD
At TD
15 YATD
At TD
YATD
30 YATD
16 YATD
16 YATD
16 YATD
FEATURES
Yes
Yes
No
No
No
No
No
No
Yes
No
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
Yes
Yes
% OF
ASSETS
MANAGED
70%
70%
LARGEST
SSGA
iShares
LARGEST
% OF
ASSETS
35%
21%
ASSETS UNDER MANAGEMENT
YEAR END
2017
($mm)
374
724
19,007
4,665
89,000
1,500
100%
BlackRock
44%
161,900
170
652
615
19,900
9,800
18,300
185,000
23,900
2,900
~30%
17%
NA
51%
49%
47%
Yes (index) 24.8 - 39.2%
Yes (TIPS)
Yes (TIPS)
Yes (TIPS)
Yes (TIPS)
Yes (SV)
Yes (index)
No
No
No
No
No
0.6 - 2.5%
0.6 - 2.5%
0.6 - 2.5%
0.6 - 2.5%
28%
25%
Various ETFs
Vanguard
NA
Vanguard
Vanguard
T. Rowe Price
iShares
Northern Trust
Northern Trust
iShares
Northern Trust
MassMutual
Vanguard
10%
NA
37%
34%
15%
~28% (varies)
~0.5% (varies)
~0.5% (varies)
~0.5% (varies)
~0.5% (varies)
35%
13%
547.25
254
2,987
1,314
8,163
7,687
3,528
5,499
14,071
49,971
15,618
2,469
2,818
485
3,462
YEAR END
2018
($mm)
342
749
15,178
5,702
105,000
1,200
160,000
140
930
752
24,600
8,900
16,300
40
167,000
27,100
2,700
526.93
56
3,093
1,297
7,043
6,605
5,825
5,689
12,694
44,454
16,542
152
2,102
2,803
3,805
481
3,510
Q2 2019
($mm)
386
848
15,897
7,348
131,000
1,300
189,200
146
1,037
933
32,300
11,800
18,300
3,600
185,00
34,800
3,100
594.88
66
3,561
1,493
7,609
7,208
6,858
6,895
15,633
46,992
17,614
216
2,421
3,094
4,840
574
4,161
PLANSPONSOR.com August - September 2019 37

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PLANSPONSOR - August/September 2019

Table of Contents for the Digital Edition of PLANSPONSOR - August/September 2019

Reality Check
2019 PLANSPONSOR Target-Date Fund Survey
2019 PLANSPONSOR Participant Survey
2019 PLANSPONSOR National Conference
Opportunities Grow
Real Estate Has Been a Haven
Health Savings Strategies
PLANSPONSOR - August/September 2019 - C1
PLANSPONSOR - August/September 2019 - FC1
PLANSPONSOR - August/September 2019 - FC2
PLANSPONSOR - August/September 2019 - C2
PLANSPONSOR - August/September 2019 - 1
PLANSPONSOR - August/September 2019 - 2
PLANSPONSOR - August/September 2019 - 3
PLANSPONSOR - August/September 2019 - 4
PLANSPONSOR - August/September 2019 - 5
PLANSPONSOR - August/September 2019 - 6
PLANSPONSOR - August/September 2019 - 7
PLANSPONSOR - August/September 2019 - 8
PLANSPONSOR - August/September 2019 - 9
PLANSPONSOR - August/September 2019 - 10
PLANSPONSOR - August/September 2019 - 11
PLANSPONSOR - August/September 2019 - 12
PLANSPONSOR - August/September 2019 - 13
PLANSPONSOR - August/September 2019 - 14
PLANSPONSOR - August/September 2019 - 15
PLANSPONSOR - August/September 2019 - 16
PLANSPONSOR - August/September 2019 - 17
PLANSPONSOR - August/September 2019 - 18
PLANSPONSOR - August/September 2019 - 19
PLANSPONSOR - August/September 2019 - 20
PLANSPONSOR - August/September 2019 - 21
PLANSPONSOR - August/September 2019 - 22
PLANSPONSOR - August/September 2019 - 23
PLANSPONSOR - August/September 2019 - Reality Check
PLANSPONSOR - August/September 2019 - 25
PLANSPONSOR - August/September 2019 - 26
PLANSPONSOR - August/September 2019 - 27
PLANSPONSOR - August/September 2019 - 28
PLANSPONSOR - August/September 2019 - 29
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR Target-Date Fund Survey
PLANSPONSOR - August/September 2019 - 31
PLANSPONSOR - August/September 2019 - 32
PLANSPONSOR - August/September 2019 - 33
PLANSPONSOR - August/September 2019 - 34
PLANSPONSOR - August/September 2019 - 35
PLANSPONSOR - August/September 2019 - 36
PLANSPONSOR - August/September 2019 - 37
PLANSPONSOR - August/September 2019 - 38
PLANSPONSOR - August/September 2019 - 39
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR Participant Survey
PLANSPONSOR - August/September 2019 - 41
PLANSPONSOR - August/September 2019 - 42
PLANSPONSOR - August/September 2019 - 43
PLANSPONSOR - August/September 2019 - 44
PLANSPONSOR - August/September 2019 - 45
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR National Conference
PLANSPONSOR - August/September 2019 - 47
PLANSPONSOR - August/September 2019 - 48
PLANSPONSOR - August/September 2019 - 49
PLANSPONSOR - August/September 2019 - 50
PLANSPONSOR - August/September 2019 - 51
PLANSPONSOR - August/September 2019 - 52
PLANSPONSOR - August/September 2019 - 53
PLANSPONSOR - August/September 2019 - 54
PLANSPONSOR - August/September 2019 - 55
PLANSPONSOR - August/September 2019 - Opportunities Grow
PLANSPONSOR - August/September 2019 - 57
PLANSPONSOR - August/September 2019 - Real Estate Has Been a Haven
PLANSPONSOR - August/September 2019 - 59
PLANSPONSOR - August/September 2019 - Health Savings Strategies
PLANSPONSOR - August/September 2019 - 61
PLANSPONSOR - August/September 2019 - 62
PLANSPONSOR - August/September 2019 - 63
PLANSPONSOR - August/September 2019 - 64
PLANSPONSOR - August/September 2019 - C3
PLANSPONSOR - August/September 2019 - C4
https://www.plansponsordigital.com/plansponsor/may_june_2024
https://www.plansponsordigital.com/plansponsor/march_april_2024
https://www.plansponsordigital.com/plansponsor/january_february_2024
https://www.plansponsordigital.com/plansponsor/november_december_2023
https://www.plansponsordigital.com/plansponsor/september_october_2023
https://www.plansponsordigital.com/plansponsor/july_august_2023
https://www.plansponsordigital.com/plansponsor/may_june_2023
https://www.plansponsordigital.com/plansponsor/march_april_2023
https://www.plansponsordigital.com/plansponsor/december_2022_february_2023
https://www.plansponsordigital.com/plansponsor/october_november_2022
https://www.plansponsordigital.com/plansponsor/august_september_2022
https://www.plansponsordigital.com/plansponsor/june_july_2022
https://www.plansponsordigital.com/plansponsor/excellenceawards_2022
https://www.plansponsordigital.com/plansponsor/april_may_2022
https://www.plansponsordigital.com/plansponsor/february_march_2022
https://www.plansponsordigital.com/plansponsor/december_2021_january_2022
https://www.plansponsordigital.com/plansponsor/october_november_2021
https://www.plansponsordigital.com/plansponsor/august_september_2021
https://www.plansponsordigital.com/plansponsor/june_july_2021
https://www.plansponsordigital.com/plansponsor/april-may_2021
https://www.plansponsordigital.com/plansponsor/february-march_2021
https://www.plansponsordigital.com/plansponsor/december-january_2021
https://www.plansponsordigital.com/plansponsor/october-november_2020
https://www.plansponsordigital.com/plansponsor/august-september_2020
https://www.plansponsordigital.com/plansponsor/june-july_2020
https://www.plansponsordigital.com/plansponsor/april-may_2020
https://www.plansponsordigital.com/plansponsor/february-march_2020
https://www.plansponsordigital.com/plansponsor/december-january_2020
https://www.plansponsordigital.com/plansponsor/october-november_2019
https://www.plansponsordigital.com/plansponsor/august-september_2019
https://www.plansponsordigital.com/plansponsor/june-july_2019
https://www.plansponsordigital.com/plansponsor/april-may_2019
https://www.plansponsordigital.com/plansponsor/february-march_2019
https://www.plansponsordigital.com/plansponsor/december_2018-january_2019
https://www.plansponsordigital.com/plansponsor/october-november_2018
https://www.plansponsordigital.com/plansponsor/august-september_2018
https://www.plansponsordigital.com/plansponsor/june-july_2018
https://www.plansponsordigital.com/plansponsor/april-may_2018
https://www.plansponsordigital.com/plansponsor/february-march_2018
https://www.plansponsordigital.com/plansponsor/december_2017-january_2018
https://www.plansponsordigital.com/plansponsor/november_december_2017
https://www.plansponsordigital.com/plansponsor/october_2017
https://www.plansponsordigital.com/plansponsor/september_2017
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