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 option
Stability of Principal
2574 BlackRock Liquid Federal Trust Fund - Instl
4020 Voya Fixed Plus Account III
Bonds
2355 JPMorgan Core Plus Bond Fund - Class R6 Shares
2695 PIMCO Real Return Fund - Institutional Class
Asset Allocation
G428 T. Rowe Price Retirement 2010 Fund - I Class
G429 T. Rowe Price Retirement 2015 Fund - I Class
G430 T. Rowe Price Retirement 2020 Fund - I Class
G431 T. Rowe Price Retirement 2025 Fund - I Class
G432 T. Rowe Price Retirement 2030 Fund - I Class
G433 T. Rowe Price Retirement 2035 Fund - I Class
G434 T. Rowe Price Retirement 2040 Fund - I Class
G435 T. Rowe Price Retirement 2045 Fund - I Class
G436 T. Rowe Price Retirement 2050 Fund - I Class
G437 T. Rowe Price Retirement 2055 Fund - I Class
G438 T. Rowe Price Retirement 2060 Fund - I Class
G439 T. Rowe Price Retirement 2065 Fund - I Class
Balanced
G504 T. Rowe Price Retirement Balanced Fund - I Class
Large Cap Value/Blend
9857 MFS® Value Fund - Class R6
D591 Vanguard® FTSE Social Index Fund - Admiral™ Shares
566 Vanguard® Institutional Index Fund - Institutional Shares
Large Cap Growth
6268 NYLI Winslow Large Cap Growth Fund - Class R6
Small/Mid/Specialty
970 Carillon Eagle Mid Cap Growth Fund - Class R-6
7570 JPMorgan Mid Cap Value Fund - Class R6 Shares
E267 MassMutual Small Cap Growth Equity Fund - Class I
1197 Vanguard® Mid-Cap Index Fund - Institutional Shares
802 Vanguard® Real Estate Index Fund - Admiral™ Shares
1198 Vanguard® Small-Cap Index Fund - Institutional Shares
3316 Vanguard® Small-Cap Value Index Fund - Admiral™ Shares
Global / International
1723 American Funds EUPAC Fund® - Class R-6
9889 Vanguard® Total International Stock Index Fund - Adm™ Sh