Cas, Inc. 401(K) 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
Principal LifeTime 2045 Fund Institutional Class	LTRIX	C	U.S. All Cap	13	0.05%
Principal LifeTime 2050 Fund Institutional Class	PPLIX	C	U.S. All Cap	13	0.04%
American Funds Fundamental Investors Class R-5	RFNFX	C	U.S. Large Cap	15	0.36%
U.S. Equities - Growth
T. Rowe Price Growth Stock Fund	PRGFX	B--	U.S. Large Cap - Growth	20	0.69%
Prudential Jennison Mid Cap Growth Fund Class Z	PEGZX	D-	U.S. Mid Cap - Growth	22	0.77%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-5	RWMFX	D++	U.S. Mega Cap - Value	14	0.35%
Goldman Sachs Mid Cap Value Fund Institutional Class	GSMCX	C++	U.S. Mid Cap - Value	17	0.74%
JPMorgan Small Cap Equity Fund Class R5	JSERX	D++	U.S. Mid Cap - Value	18	0.79%
Principal MidCap S&P 400 Index Fund Institutional Class	MPSIX	D++	U.S. Mid Cap - Value	19	0.21%
Principal SmallCap S&P 600 Index Fund Institutional Class	PSSIX	B++	U.S. Small Cap - Value	23	0.21%
JPMorgan Small Cap Value Fund Class R6	JSVUX	C++	U.S. Small Cap - Value	27	0.85%
T. Rowe Price Capital Appreciation Fund	PRWCX	B++	U.S. Mega Cap - Value	10	0.71%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Principal International Emerging Markets Fund Institutional Class	PIEIX	B	Emerging Markets	18	1.24%
Bonds
Principal Money Market Fund Class A	PCSXX	C	U.S. Cash / Money Market	0	0%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C--	U.S. Treasury - Long	12	0.1%
Other
Voya Global Real Estate Fund Class I	IGLIX		Other	0	0.97%

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