Southwest Airlines Pilots Retirement Savings 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 2035 Target Date Retirement Fund Class R-6	RFFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-6	RFHTX	C	U.S. All Cap	13	0%
American Funds 2060 Target Date Retirement Fund Class R-6	RFUTX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-6	RFKTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	C	U.S. All Cap	13	0%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	C	U.S. All Cap	16	0.04%
American Funds 2010 Target Date Retirement Fund Class R-6	RFTTX	B	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-6	RFJTX	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 2025 Target Date Retirement Fund Class R-6	RFDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Plus Shares	VEMPX	A--	U.S. Small Cap - Growth	20	0.06%
U.S. Equities - Value
Fundamental US Large Company		A++	U.S. All Cap - Value	16	0.35%
Schwab Fundamental US Small Company Index Fund	SFSNX	A++	U.S. Small Cap - Value	23	0.35%
Specialty
DFA Global Real Estate Securities Portfolio	DFGEX	B++	U.S. Real Estate	15	0.32%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	D++	International Small Cap	14	0.12%
DFA World ex U.S. Core Equity Portfolio Institutional Class Shares	DFWIX	B++	International Small Cap	14	0.47%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
Vanguard Federal Money Market Fund Investor Shares	VMFXX	C	U.S. Cash / Money Market	0	0%
Wells Fargo Stable Asset		C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares	VTSPX	B+	U.S. Treasury - TIPS	2	0.07%
Vanguard Total International Bond Index Fund Institutional Shares	VTIFX	C-	U.S. Treasury - Intermediate	2	0.12%
Loomis Sayles Core Plus Bond Fund Class Y	NERYX	C	Bond - U.S. Corporate	3	0.54%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%

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