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August 10, 1998 01:00 AM

DEFINED CONTRIBUTION MONEY MANAGERS: F

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    Federated Investors

    1001 Liberty Ave., Pittsburgh, PA 15222; phone: (800) 245-5000; fax: (412) 288-2925;www.federatedinvestors.com

    ($ millions)

    Total DC assets 8,463

    Internally managed DC 7,948

    Plan type:

    401(k) 7,944

    Profit sharing 4

    Investment vehicle:

    Mutual funds 7,430

    Other commingled 518

    Life cycle assets 713

    Asset mix:

    Stocks 25.0%

    Bonds 35.8%

    Cash 32.7%

    Stable value 6.5%

    Client contact: Jim Heaton

    Fidelity Investments

    82 Devonshire St., Boston MA 02109; phone: (617) 563-7000;www.fidelity.com

    ($ millions)

    Total DC assets 222,100

    Internally managed DC 222,100

    Plan type:

    401(k) 190,000

    403(b) 24,100

    457 8,000

    Investment vehicle:

    Mutual funds 189,500

    Other commingled 32,600

    Life cycle assets 21,300

    Client contact: Bill Thompson

    Fiduciary Capital Management Inc.

    Cornerstone Professional Park, Building A, P.O. Box 449, Woodbury, CT 06798; phone: (203) 266-0440; fax: (203) 266-4745; www.fcmstablevalue.com

    ($ millions)

    Total DC assets 1,400

    Internally managed DC 1,328

    Plan type:

    401(k) 1,328

    Investment vehicle:

    Separate accounts 1,178

    Other commingled 150

    Asset mix:

    Cash 2%

    Stable value 98%

    Client contact: Peter E. Bowles

    Fiduciary Management Associates

    55 W. Monroe St., Suite 2550, Chicago IL 60603; phone: (312) 930-6850; fax: (312) 641-2511

    ($ millions)

    Total DC assets 43

    Internally managed DC 41

    Plan type:

    401(k) 41

    Investment vehicle:

    Separate accounts 41

    Asset mix:

    Stocks 56.5%

    Bonds 40.3%

    Cash 3.2%

    Client contact: Dennis H. Smith

    Fifth Third Investment Advisors

    Fifth Third Center, Cincinnati, OH 45263; phone: (513) 579-5679; fax: (513) 579-4312

    ($ millions)

    Total DC assets 2,659

    Internally managed DC 2,659

    Plan type:

    401(k) 585

    Other 2,074

    Investment vehicle:

    Mutual funds 685

    Separate accounts 1,547

    Other commingled 427

    Asset mix:

    Stocks 65%

    Bonds 23%

    Cash 12%

    Client contact: R. Andrew Rosselot

    First American Asset Management

    601 Second Ave. S., MPFP 2216, Minneapolis, MN 55402; phone: (612) 973-4981; fax: (612) 973-4533

    ($ millions)

    Total DC assets 5,767

    Internally managed DC 5,064

    Plan type:

    401(k) 1,700

    Other 3,364

    Investment vehicle:

    Mutual funds 3,104

    Separate accounts 1,492

    Other commingled 468

    Life cycle assets 480

    Asset mix:

    Stocks 42%

    Bonds 39%

    Cash 13%

    Stable value 6%

    Client contact: Carter Dreblow

    Firstar Investment Research & Management Co. LLC

    777 E. Wisconsin Ave., Suite 800, Milwaukee, WI 53202; phone: (414) 765-6050; fax: (414) 765-4760; www.firstarfunds.com

    ($ millions)

    Total DC assets 7,300

    Internally managed DC 7,300

    Plan type:

    401(k) 4,000

    403(b) 250

    457 50

    Other 3,000

    Investment vehicle:

    Mutual funds 3,700

    Separate accounts 1,000

    Other commingled 2,600

    Asset mix:

    Stocks 65%

    Bonds 35%

    Client contact: Steven R. Parish

    First Chicago NBD Investment Management Co.

    3 First National Plaza, 12th Floor, Mail Suite 0643, Chicago, IL 60670; phone: (312) 732-8180; fax: (312) 732-5526; www.fcnbd.com

    ($ millions)

    Total DC assets 4,000

    Internally managed DC 2,500

    Plan type:

    401(k) 2,500

    Investment vehicle:

    Mutual funds 2,300

    Other commingled 200

    Life cycle assets 245

    Asset mix:

    Stocks 60%

    Bonds 8%

    Cash 6%

    Stable value 10%

    Other 16%

    Client contact: Robert M. Parise

    First Union Corp.

    301 S. Tryon St., Charlotte, NC 28288; phone: (704) 383-4490;fax: (704) 383-6137;www.firstunion.com

    ($ millions)

    Total DC assets 10,000

    Internally managed DC 8,800

    Asset mix:

    Stocks 39%

    Bonds 26%

    Stable value 3%

    Other 32%

    Client contact: John Shope

    Fisher Francis Trees & Watts Inc.

    200 Park Ave., New York, NY 10166; phone: (212) 681-3000; fax: (212) 681-3250

    ($ millions)

    Total DC assets 312

    Internally managed DC 312

    Investment vehicle:

    Separate accounts 312

    Asset mix:

    Bonds 100%

    Client contact: Stephen J. Constantine

    Franklin Templeton

    777 Mariners Island, Blvd., San Mateo, CA 94404; phone: (800) 632-2350; fax: (650) 312-6067; www.franklin.templeton.com

    ($ millions)

    Total DC assets 10,710

    Internally managed DC 10,710

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