Pearson Corp

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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
T. Rowe Price Mid-Cap Growth Fund	RPMGX	F+	U.S. Mid Cap	16	0.78%
BlackRock Small Cap Index Fund Investor A Shares	MDSKX	C+	U.S. Small Cap	23	0.55%
U.S. Equities - Growth
BlackRock Mid-Cap Growth Equity Portfolio Class R	BMRRX	D-	U.S. Mid Cap - Growth	22	1.65%
AMG TimesSquare Small Cap Growth Fund Class I	TSCIX	D--	U.S. Small Cap - Growth	22	1.06%
JPMorgan Large Cap Growth Fund Class R5	JLGRX	F--	U.S. All Cap - Growth	23	0.71%
Activision Blizzard, Inc.	ATVI	F--	U.S. Large Cap - Growth	29	0%
U.S. Equities - Value
Third Avenue Real Estate Value Fund Institutional Class	TAREX	B++	U.S. Mid Cap - Value	16	1.08%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
JPMorgan Mid Cap Value Fund Institutional Class	FLMVX	C++	U.S. Mid Cap - Value	19	0.74%
Global & Intl. Equity
MFS International Growth Fund Class A	MGRAX	B-	International Large Cap - Growth	14	1.22%
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
JPMorgan International Value Fund Class A	JFEAX	A	International Large Cap - Value	17	1.33%
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
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%
BlackRock U.S. Total Bond Index Fund Class K Shares	WFBIX	B--	U.S. Treasury - Intermediate / Long	3	0.2%
Aberdeen Global High Income Fund Class A	BJBHX	B++	Bond - U.S. High Yield	3	0.99%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
PIMCO Real Return Fund Administrative Class	PARRX	C+	U.S. Treasury - TIPS	4	0.7%
Other
Artisan Small Cap Value Investor	ARTVX		Other	0	1.24%
BlackRock Index Equity Portfolio Institutional Shares	PNIEX		Other	0	0.18%

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