The Pearson Retirement Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	C	U.S. All Cap	12	0%
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	C	U.S. All Cap	13	0%
BlackRock Equity Index Q		C	U.S. Large Cap	15	0.09%
T. Rowe Price Institutional Mid-Cap Equity Growth Fund	PMEGX	F+	U.S. Mid Cap	17	0.61%
American Funds 2010 Target Date Retirement Fund Class R-6	RFTTX	B	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-6	RRCTX	C	U.S. All Cap	7	0%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
JPMorgan Intrepid Growth Fund Class R5	JGIRX	B--	U.S. All Cap - Growth	19	0.71%
AMG TimesSquare Small Cap Growth Fund Class I	TSCIX	D--	U.S. Small Cap - Growth	22	1.06%
U.S. Equities - Value
Dodge & Cox Balanced Fund	DODBX	A++	U.S. All Cap - Value	12	0.53%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Hotchkis & Wiley Small Cap Value Fund Class I	HWSIX	B++	U.S. Small Cap - Value	27	0.99%
Global & Intl. Equity
MFS Institutional International Equity Fund	MIEIX	C+	Europe	14	0.71%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%

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