Target-Date Fund Survey

On Target: A preponderance of target-date fund strategies emphasized the need for an evaluation process



Data 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 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.