PLANSPONSOR - August/September 2019 - 38

2019 Target-Date Fund Survey
PROVIDER TARGET-DATE SERIES NAME
continued
Nationwide Nationwide Target Destination
Natixis Advisors, L.P. Natixis Sustainable Future Funds®
PIMCO LLC PIMCO RealPath Blend
Principal Global Investments Principal LifeTime Funds
Principal Global Investments Principal LifeTime Hybrid CITs
Principal Global Investments Principal LifeTime Hybrid Funds
Prudential Day One Funds
Prudential Day One with IncomeFlex
Putnam Putnam Retirement Advantage Funds
Putnam Putnam RetirementReady Funds
Schwab Schwab Indexed Retirement Trust Funds®
(SIRT Funds)
Schwab Schwab Managed Retirement Trust Funds™ (SMRT Funds)
Schwab Schwab Target Funds
Schwab Schwab Target Index Funds
State Street Global State Street Target Retirement Funds (CITs)
State Street Global State Street Target Retirement Funds (MFs)
TIAA TIAA-CREF Lifecycle
TIAA TIAA-CREF Lifecycle Index
Transamerica ClearTrack®
Target Date Funds
T. Rowe Price Retirement Blend Trusts
T. Rowe Price Retirement Funds
T. Rowe Price Retirement Hybrid Trusts
T. Rowe Price Retirement I Funds
T. Rowe Price Retirement Trusts
T. Rowe Price Target Funds
Vanguard Group Target Retirement Funds
Vanguard Group Target Retirement Trusts
Voya Investments Voya Index Solution Portfolios
Voya Investments Voya Solution Portfolios
Voya Investments Voya Target Retirement Funds
Voya Investments Voya Target Solution Trusts
Wells Fargo Wells Fargo Dynamic Target Date Funds
Wells Fargo Wells Fargo Target Date Collective Funds
Wells Fargo Wells Fargo Target Date Funds
Wilmington Trust IndexSelect
OVERVIEW
UNDERLYING FUNDS
NUMBER
OF FUNDS
IN SERIES*
11
10
9
13
13
12
12
12
10
10
11
12
11
11
11
11
12
12
11
12
14
13
13
13
12
5
5
10
10
10
10
11
12
12
15
DELIVERY
VEHICLE
MF
MF
MF
MF
CIT
MF
CIT, MF, SA
SA
CIT
MF
CIT
CIT
MF
MF
CIT
MF
MF
MF
MF
CIT
MF
CIT
MF
CIT
MF
MF
CIT
VP
VP
MF
CIT
MF
CIT
MF
CIT
VEHICLES
MF, ETF
MF/SA
MF
MF
SA, MF, CIT
MF
CIT, MF, SA
SA
CIT
MF
MF, CIT
MF, CIT
MF
ETF, MF
CIT
MF, ETF
MF, LP‡
MF
ETF
CIT
MF
CIT
MF
CIT
MF
MF
MF
MF, ETF
MF, ETF
MF, ETF
CIT, ETF
MF, ETF
CIT
MF
CIT, SV
*Some providers entered the average number of funds in their existing custom solutions. CIT = Collective investment trust;
ETF = Exchange-traded fund; MF = Mutual fund; R = Not reported; SA = Separate account; SV = Stable value; VA = Variable annuities;
YATD = Years after target date.
38 PLANSPONSOR.com August - September 2019
FUND
MANAGEMENT
APPROACH
Hybrid
Active
Hybrid
Hybrid
Hybrid
Hybrid
Hybrid
Hybrid
Active
Active
Passive
Active/Passive
Active/Passive
Passive
Index
Index
Active
Passive
Hybrid
Blend
Active
Blend
Active
Active
Active
Index
Index
Passive
Hybrid
Hybrid
Hybrid
Active
Passive
Passive
Passive

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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
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