- Introduction & Methodology
- Survey
- Buyer's Guide
- Defined Benefit
- 401(k), 403(b), Other DC
- Endowments/Foundations
- Health Care
- Other
Past Surveys
Buyer's Guide
Discretionary^ Assets by Fund Type — 401(k), 403(b), Other DC
| Provider | 401(k), 403(b), Other DC |
| Aetos Alternatives Management, LP | |
| Agility | $0 |
| Alan Biller and Associates | $20mm |
| Angeles Investment Advisors, LLC | $109mm |
| Aon | $39.4b |
| Asset Strategy Consultants | $1.3b |
| Bank of America Private Bank * | |
| Bespoke Strategies (Lowe, Brockenbrough & Co.) | |
| BlackRock, Inc. | $0 |
| BNY Mellon | $24mm |
| Callan LLC | $26.3b |
| Cambridge Associates | |
| Canterbury Consulting, Inc | $0 |
| Commonfund | $0 |
| DiMeo Schneider & Associates, L.L.C. | $2.7b |
| Disciplina Group | |
| Discretionary Management Services, LLC | $0 |
| FEG Investment Advisors * | $2mm* |
| Goldman Sachs | $7.5b |
| Hall Capital Partners* | |
| Hirtle, Callaghan & Co | $100mm |
| J.P. Morgan Asset & Wealth Management | |
| LCG Associates, Inc. | |
| Mangham Associates | $0 |
| Marquette Associates | $0.3mm |
| Meketa Investment Group | $3.8b |
| Mercer | $81.6b |
| Morgan Stanley * | $510mm* |
| Multilateral Endowment Management Company | |
| Northern Trust Asset Management | $6.2b |
| Partners Capital Investment Group, LLP | $0 |
| PFM Asset Management | $4.4b |
| PNC Institutional Asset Management | $1.5b |
| Prime Buchholz LLC | |
| River and Mercantile Group Plc | $489mm |
| Russell Investments | $18.5b |
| SECOR Asset Management | |
| Segal Marco Advisors | $305mm |
| SEI Investments | $7.5b |
| Silvercrest Asset Management Group | |
| Spider Management Company, LLC * | |
| State Street Global Advisors | |
| Strategic Investment Group | $0 |
| TIFF Investment Management | $0 |
| Vanguard | |
| Verger Capital Management | |
| Verus Advisory, Inc. | $251mm |
| Wespath Institutional Investments | |
| Willis Towers Watson * | $18.3b* |
| Wilshire Associates Incorporated | $2.4b |
^ For purposes of this survey, Full Discretion is defined as the OCIO manager having full discretion to tactically
select and replace investment managers without prior client approval.
* Submitted 9/30/19 data
select and replace investment managers without prior client approval.
* Submitted 9/30/19 data