BlackRock

Firm Profile

BlackRock’s dedicated Defined Contribution team is a partner to plan sponsors and advisors, with the experience and resources to help you build better investment menus and evaluate and enhance plans. Visit BlackRock.com/DC to lean more about our DC investment strategies, thought leadership and value add programs.

KEY CONTACTS
Sean Murray, (415) 717-0552
sean.murray@blackrock.com

WEBSITE www.blackrock.com/DC

BUSINESS METRICS

PRIMARY MARKET(S) SERVED
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: $4,890,000MM
As of 06/30/15: $4,721,000MM
As of 12/31/14: $4,652,000MM
As of 12/31/13: $4,324,000MM

TOTAL DCIO ASSETS ($MM)
As of 06/30/16: $644,063MM
As of 06/30/15: $621,700MM
As of 12/31/14: $593,800MM
As of 12/31/13: $535,500MM

DCIO ASSET BREAKDOWN (BY %)
Mutual funds: 7%
Collective trusts: 41%
Separate accounts: 52%

DCIO ASSET BREAKDOWN: ASSET ALLOCATION FUNDS ($)
Target-date: $134.9 billion
Balanced: $14.3 billion
Total: $149.2 billion

ASSET ALLOCATION FUNDS
• BlackRock LifePath® Target Date Funds
• BlackRock Target Allocation Funds

TOP 5 FUNDS BY DC ASSETS
1. Equity Index
Total Assets: $390,251 million

2. Multi Asset Index
Total Assets: $105,804 million

3. Fixed Income Index
Total Assets: $63,940 million

4. Multi Asset Active
Total Assets: $43,378 million

5. Fixed Income Active
Total Assets: $27,291 million

ADVISOR SUPPORT SERVICES
• External wholesalers focused on advisors
• External wholesalers focused on institutional
• Plan benchmarking
• Compliance support
• Training for DC plan sales/service
• Investment committee meetings

NO. OF EXTERNAL WHOLESALERS
DC: 17
Retail: 142