Procore Technologies 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 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%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid 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%
Wells Fargo Index Asset Allocation Fund - Class Admin	WFAIX	D	U.S. Large Cap	10	0.9%
U.S. Equities - Growth
AB Large Cap Growth Fund Advisor Class	APGYX	A--	U.S. Large Cap - Growth	18	1.03%
Janus Triton Fund Class N	JGMNX	B--	U.S. Small Cap - Growth	19	0.68%
MFS Technology Fund Class R4	MTCJX	F--	U.S. All Cap - Growth	23	1.12%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
Victory Sycamore Established Value Fund Class R6	VEVRX	B++	U.S. Mid Cap - Value	19	0%
Perkins Small Cap Value Fund Class N	JDSNX	F++	U.S. Small Cap - Value	22	0.58%
Columbia Small Cap Index Fund Class R5 Shares	CXXRX	B++	U.S. Small Cap - Value	23	0.2%
American Funds Capital Income Builder Class R-6	RIRGX	B++	U.S. Mega Cap - Value	9	0.3%
Specialty
iShares Developed Real Estate K		C++	U.S. Real Estate	17	0.45%
Global & Intl. Equity
Domini Impact Intl. Eq. IS		D++	International Small Cap	13	1.25%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
American Funds New World Fund Class R-6	RNWGX	A	Emerging Markets	16	0.65%
Bonds
Fidelity Government Money Market		C	U.S. Cash / Money Market	0	0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	C+	Bond - Emerging Market	2	0.5%
Loomis Sayles Core Plus Bond Fund Class Y	NERYX	C	Bond - U.S. Corporate	3	0.54%
Fidelity Advisor Strategic Income Fund Class I	FSRIX	B++	Bond - U.S. High Yield	3	0.75%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Fidelity Advisor High Income I		C++	Bond - U.S. High Yield	3	0.72%

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