American Century Investments

Firm Profile

American Century Investments is a leading privately held investment management firm, committed to delivering superior investment performance and building long-term client relationships since its founding in 1958. Serving investment professionals, institutions, corporations and individual investors, American Century Investments offers a variety of actively managed investment disciplines through an array of products including mutual funds, institutional separate accounts, commingled trusts and sub-advisory accounts. The company’s 1,300 employees serve clients from offices in New York; London; Hong Kong; Mountain View, Calif.; and Kansas City, Mo. Delivering investment results to clients enables American Century Investments to distribute over 40 percent of its dividends to the Stowers Institute for Medical Research, a 500-person, non-profit, basic biomedical research organization. The Institute owns more than 40 percent of American Century Investme nts and has received dividend payments totaling over $1.2 billion since 2000.

KEY CONTACTS
Rick Luchinsky, (816) 340-3418, rick_luchinsky@americancentury.com
Kevin Eknaian, (816) 340-9217, kevin_eknaian@americancentury.com
Gary Kostuke, (816) 340-7880, gary_kostuke@americancentury.com

WEBSITE www.americancentury.com

BUSINESS METRICS

D C PRIMARY MARKET(S) SERVED
Micro <$1 million
Small $1 million – $10 million
Mid $10 million – $100 million
Large $100 million – $250 million
Mega – (>$250 million)

TOTAL AUM ($MM)
As of 06/30/16: $149,674 MM
As of 12/31/15: $146,163 MM
As of 06/30/15: $150,556 MM

TOTAL DCIO ASSETS ($MM)
As of 06/30/16: $38,437 MM
As of 12/31/15: $36,917 MM
As of 06/30/15: $38,053 MM

DCIO ASSET BREAKDOWN (BY %)
Mutual funds: 84%
Collective trusts: 7%
Separate accounts: 8%
Money market: 1%

ASSET ALLOCATION FUNDS
American Century One Choice Portfolios®

TOP 5 FUNDS BY DC ASSETS
1. One Choice® Target Date Portfolios
Total Assets: $15,065 MM
2. Mid Cap Value Fund
Total Assets: $3,111 MM
3. Equity Income
Total Assets: $2,085 MM
4. Growth Fund
Total Assets: $1,699 MM
5. Heritage
Total Assets: $1,196 MM

ADVISOR SUPPORT SERVICES
• External wholesalers focused on advisors
• External wholesalers focused on institutional
• Plan benchmarking
• Compliance support
• Target-date evaluation tools
• Training for DC plan sales/service
• Investment committee meetings
• Subject-matter experts as speakers for events
• Value-add content including national research

NO. OF EXTERNAL WHOLESALERS
DC: 14
Retail: 42