Investment Options

The information below displays the investment options available under the Plan. You can choose from a menu of investment options that cover the risk/reward spectrum allowing you to select from conservative choices, moderate growth and income funds, or aggressive growth opportunities in both U.S. and international markets. International investing involves special risks such as currency fluctuation, lower liquidity, political and economic uncertainties, and differences in accounting standards. 

For each investment option, click on the fund name to open a fund fact sheet that provides important information about the investment option, including fund expenses. Each investment option has a numeric fund code you will need when making investment changes on-line or via telephone.

You should consider the investment objectives, risks, and charges and expenses of the mutual funds offered through a retirement plan, carefully before investing. The fund prospectuses and information booklet containing this and other information can be obtained by contacting your local representative. Please read the information carefully before investing.

While reviewing the fund fact sheets below, please also review the Disclosure Glossary document that provides information on types of investment risks, investment types and a glossary of terms and statistics. The document also provides instructions about how to obtain any underlying fund prospectus.

Fund Number Investment Options
Stability of Principal
4300 Voya Fixed Plus III - 457/401
Bonds
G951 BlackRock Long Term Credit Index Fund - Fee Class 6 CIT
E942 BlackRock U.S. TIPS Index Fund - Fee Class 1 CIT
D116 Fidelity® Long-Term Treasury Bond Index Fund
D108 Fidelity® Short-Term Bond Index Fund
E295 State Street Aggregate Bond Index Fund - Class K
3058 TCW MetWest Total Return Bond Fund - Plan Class Shares
898 Vanguard® Total Bond Market Index Fund - Admiral™ Shares
Asset Allocation
1296 Vanguard® Target Retirement 2020 Fund
926 Vanguard® Target Retirement 2025 Fund
1297 Vanguard® Target Retirement 2030 Fund
793 Vanguard® Target Retirement 2035 Fund
1298 Vanguard® Target Retirement 2040 Fund
794 Vanguard® Target Retirement 2045 Fund
1299 Vanguard® Target Retirement 2050 Fund
2473 Vanguard® Target Retirement 2055 Fund
3447 Vanguard® Target Retirement 2060 Fund
8995 Vanguard® Target Retirement 2065 Fund
F690 Vanguard® Target Retirement 2070 Fund
795 Vanguard® Target Retirement Income Fund
Balanced
7027 American Funds American Balanced Fund® - Class R-6
Large Cap Value/Blend
C338 BlackRock Equity Index Fund - Fee Class 1 CIT
2453 Parnassus Core Equity Fund® - Institutional Shares
899 Vanguard® 500 Index Fund - Admiral™ Shares
7926 Vanguard® Equity Income Fund - Admiral™ Shares
Large Cap Growth
F837 Large Cap Growth Fund IV - Fee Class R1 CIT
2469 T. Rowe Price All-Cap Opportunities Fund
Small/Mid/Specialty
F531 BlackRock Developed Real Estate Index Fund - Fee Class 1 CIT
6776 Franklin Small Cap Growth Fund - Class R6
6912 MFS® Mid Cap Value Fund - Class R6
3593 Principal MidCap Fund - Institutional Class
E027 Small Cap Value Fund - Fee Class I1 CIT
E296 State Street Small/Mid Cap Equity Index Fund - Class K
756 Vanguard® Morningstar Mid-Cap Index - Admiral™ Shares
757 Vanguard® Morningstar Small-Cap Index - Admiral™ Shares
802 Vanguard® Real Estate Index Fund - Admiral™ Shares
Global / International
1899 American Funds New Perspective Fund® - Class R-6
2751 DFA International Small Company Portfolio - Inst Class
D128 Fidelity® Total International Index Fund
3669 MFS® International Intrinsic Equity Fund - Class R6
9889 Vanguard® Total International Stock Index Fund - Adm™ Sh