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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
BlackRock Global SmallCap Fund Class R Shares	MRGSX	C	U.S. All Cap	14	1.72%
BlackRock Global Allocation Fund, Inc. Class R	MRLOX	C	U.S. All Cap	10	1.39%
U.S. Equities - Growth
Janus Triton Fund Class R	JGMRX	B--	U.S. Small Cap - Growth	19	1.43%
Janus Forty Fund Class R	JDCRX	B--	U.S. All Cap - Growth	20	1.21%
BlackRock Capital Appreciation Fund R Shares	MRFGX	C--	U.S. Large Cap - Growth	20	1.38%
Federated Kaufmann Fund Class R Shares	KAUFX	F-	U.S. Mid Cap - Growth	22	1.95%
Goldman Sachs Small/Mid Cap Growth Fund Service	GSMQX	D-	U.S. Mid Cap - Growth	23	1.44%
Lord Abbett Bond-Debenture Fund Class R2	LBNQX	A-	U.S. Mid Cap - Growth	4	1.21%
U.S. Equities - Value
Goldman Sachs Large Cap Value Fund Service	GSVSX	D++	U.S. Large Cap - Value	15	1.3%
BlackRock Equity Dividend Fund R Shares	MRDVX	D++	U.S. All Cap - Value	16	1.28%
BlackRock Basic Value Fund R Shares	MRBVX	D++	U.S. All Cap - Value	18	1.12%
Ivy Global Natural Resources Fund Class R	IGNRX	D++	U.S. All Cap - Value	19	1.67%
Victory Sycamore Established Value Fund Class R	GETGX	C++	U.S. Mid Cap - Value	19	1.22%
Columbia Select Smaller-Cap Value Fund Class R	SSVRX	B++	U.S. Mid Cap - Value	22	1.65%
Global & Intl. Equity
Invesco International Growth Fund Class R	AIERX	B-	International Large Cap - Growth	14	1.58%
Oppenheimer International Growth Fund Class R	OIGNX	B-	International Large Cap - Growth	16	1.44%
BlackRock International Fund Class R Shares	BIFRX	A-	International Large Cap - Growth	16	1.7%
Oppenheimer Developing Markets Fund Class C	ODVCX	C	Emerging Markets	17	2.05%
Bonds
BlackRock U.S. Government Bond Portfolio Class R Shares	BGBRX	C--	U.S. Treasury - Intermediate / Long	2	1.21%
Janus Flexible Bond Fund Class R	JDFRX	B-	Bond - Multi Sector	3	1.2%
PIMCO Real Return Fund Class R	PRRRX	C+	U.S. Treasury - TIPS	4	1.1%
Other
AB 2040 Retirement Strategy Class R	LTSRX		Other	0	1.22%
AB 2035 Retirement Strategy Class R	LTLRX		Other	0	1.22%
BlackRock LifePath Active 2030 Fund Class R Shares	BRPEX		Other	0	0.76%
BlackRock LifePath Active 2025 Fund Class R Shares	BRPDX		Other	0	0.77%
BlackRock Retirement Reserves Money Fund of Retirement Series Trust I Shares	MRRXX		Other	0	0%

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