| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| State Street Bank & Trust SSGA Aged Based 2035 Fund | | C | U.S. All Cap | 11 | 0% |
| State Street Bank & Trust SSGA Aged Based 2040 Fund | | C | U.S. All Cap | 11 | 0% |
| State Street Bank & Trust SSGA Aged Based 2045 Fund | | C | U.S. All Cap | 12 | 0% |
| State Street Bank & Trust SSGA Aged Based 2060 Fund | | C | U.S. All Cap | 12 | 0% |
| State Street Bank & Trust SSGA Aged Based 2055 Fund | | C | U.S. All Cap | 12 | 0% |
| State Street Bank & Trust SSGA Aged Based 2050 Fund | | C | U.S. All Cap | 12 | 0% |
| BlackRock Equity Index Fund F | | C | U.S. Large Cap | 15 | 0.04% |
| United Parcel Service, Inc. | UPS | A | U.S. Large Cap | 31 | 0% |
| State Street Bank & Trust SSGA Aged Based Income Fund | | C | U.S. All Cap | 5 | 0% |
| State Street Bank & Trust SSGA Aged Based 2020 Fund | | B | U.S. All Cap | 7 | 0% |
| State Street Bank & Trust SSGA Aged Based 2025 Fund | | C | U.S. All Cap | 8 | 0% |
| State Street Bank & Trust SSGA Aged Based 2030 Fund | | C | U.S. All Cap | 10 | 0% |
| U.S. Equities - Growth | | | | | |
| BlackRock Extended Equity Index Fund | | A-- | U.S. Small Cap - Growth | 20 | 0.1% |
| Specialty | | | | | |
| BlackRock UPS Strategic Completion Fund | | A++ | Commodities | 14 | 0.74% |
| Global & Intl. Equity | | | | | |
| BlackRock World ex US Index Fund | | A- | International Large Cap | 15 | 0.05% |
| BlackRock Emerging Markets Non-US Equity Fund | | D | Emerging Markets | 19 | 0.67% |
| Bonds | | | | | |
| State Street Bank & Trust Short-Term Investment Fund | | C | U.S. Treasury - Short | 0 | 0% |
| BlackRock Government Short-Term Investment Fund | | C | U.S. Treasury - Short | 0 | 0.15% |
| BlackRock Short Term Bond Index Fund | | C++ | Bond - U.S. High Yield | 1 | 0.45% |
| BlackRock Short-Term Investment Fund | | C++ | Bond - U.S. High Yield | 1 | 0.41% |
| BlackRock US Debt Index Fund | | B-- | U.S. Treasury - Intermediate / Long | 3 | 0.2% |
| Other | | | | | |
| State Street Bank & Trust SSGA Aged Based 2015 Fund | | | Other | 0 | 0% |