PLANSPONSOR - August/September 2019 - 39

ATTRIBUTES
UNAFFILIATED MANAGERS
FUND
TACTICAL GLIDE
PATH DEVIATION
Yes, 5%
Yes, +/- 10%
No
No
No
No
No
No
Yes, 0 - 15%
Yes, 0 - 15%
No
No
No
No
No
No
Yes, 5%
No
Yes
Yes, 5 - 10%
Yes, 5 - 10%
Yes, 5 - 10%
Yes, 5 - 10%
Yes, 5 - 10%
Yes, 5 - 10%
No
No
Yes, 10%
Yes, 10%
Yes, 10%
Yes, 10%
Yes, 15%; -75%
Yes, 10%
No
No
LANDING
POINT
20 YATD
At TD
At TD
15 YATD
15 YATD
15 YATD
10 YATD
10 YATD
At TD
At TD
20 YATD
20 YATD
20 YATD
20 YATD
5 YATD
5 YATD
30 YATD
30 YATD
10 YATD
30 YATD
30 YATD
30 YATD
30 YATD
30 YATD
30 YATD
7 YATD
7 YATD
At TD
At TD
At TD
At TD
10 YATD
10 YATD
10 YATD
At TD
FEATURES
Yes
No
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Yes
No
No
No
No
No
Yes
No
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
No
Yes
No
Yes (SV)
% OF
ASSETS
MANAGED
94%
66.5%
41%
22%
22%
LARGEST
BlackRock
Vanguard
Mellon Capital
Mellon Capital
Mellon Capital
LARGEST
% OF
ASSETS
50%
66.5%
7%
21%
24%
ASSETS UNDER MANAGEMENT
YEAR END
2017
($mm)
1,885
30.76
300
26,223
32,933
667
1,660.2
764.5
100%
100%
28%
BNY Mellon
BNY Mellon
TCW
72 - 86%
15 - 22%
8%
3,262
1,049
2,449
11,908
4,085
380
100%
Vanguard
36%
40,906
4,425
31,163
12,416
601
150,133
11,681
16,802
51,993
1,526
13%
52%
61%
69%
100%
28%
BlackRock
T. Rowe Price
BlackRock
BlackRock
SSGA
MassMutual
3%
16%
18%
38%
96%
35%
381,000
240,000
3,674
3,275
39
1,998
67
5,688
5,364
212
YEAR END
2018
($mm)
1,616
31.46
410
21,543
34,480
906
1,899.8
781.3
4,049
1,004
2,490
11,180
3,719
854
44,022
5,638
29,351
15,777
454
696
115,684
11,226
27,316
67,753
1,752
395,000
252,000
3,993
2,748
86
2,121
55
5,603
2,907
652
Q2 2019
($mm)
1,826
37.53
604
22,317
40,570
1,515
2,797.8
879.2
5,047
1,158
3,168
12,466
4,165
1,281
59,247
7,013
32,927
20,822
475
1,051
120,081
12,983
35,257
89,776
2,145
470,000
311,000
4,976
2,960
159
2,585
64
7,002
2,700
1,217
PLANSPONSOR.com August - September 2019 39

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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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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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