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  2. INTERACTIVE
May 01, 2006 01:00 AM

Balanced/lifestyle/asset allocation funds most used by DC plans

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    Balanced/lifestyle/asset allocation funds most used by DC plans

    Ranked by total defined contribution assets, in millions, as of Dec. 31, 2005.

    RankFundAssets

    1American Funds Balanced$16,329

    2Vanguard Wellington$13,590

    3Fidelity Puritan$11,963

    4Fidelity Balanced$10,053

    5Fidelity Freedom 2020$9,982

    6Fidelity Freedom 2010$7,677

    7Fidelity Freedom 2030$6,211

    8Oakmark Equity & Income$5,965

    9Vanguard LifeStrat. Mod. Gr.$4,751

    10Fidelity Asset Manager$4,054

    11Vanguard Wellington Admrl.$3,435

    12Vanguard LifeStrat. Growth$3,324

    13MFS Total Return$2,651

    14Fidelity Freedom 2040$2,622

    15Merrill Lynch Global Alloc.$2,500

    16Vanguard LifeStrat. Cons. Gr.$2,145

    17Wells Fargo Growth Bal.$1,848

    18T. Rowe Price Balanced$1,655

    19Fidelity Asset Mgr.: Growth$1,574

    20Oppenheimer Quest Bal.$1,486

    21T. Rowe Price Spectrum Inc.$1,463

    22Fidelity Freedom 2015$1,451

    23T. Rowe Price Retire. 2020$1,443

    24Fidelity Freedom Income$1,397

    25George Putnam of Boston$1,392

    Total$120,961

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      • World's Largest Retirement Funds
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      • Actively Managed
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      • Latest ESG News
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      • ESG Sustainability - Gaining Momentum
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      • Impact Investing
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      • ESG Rated ETFs
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