Wilshire Associates Inc. 401k Employee Savings 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
BlackRock LifePath 2030 Fund Investor A Shares	LPRDX	D	U.S. All Cap	10	1.25%
BlackRock LifePath 2040 Fund Investor A Shares	LPREX	F	U.S. All Cap	13	1.28%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Total Market Index	FSKAX	C	U.S. All Cap	16	0.05%
BlackRock LifePath Retirement Portfolio Investor A Shares	LPRAX	F	U.S. All Cap	8	1%
U.S. Equities - Growth
T. Rowe Price New Horizons Fund	PRNHX	C-	U.S. Mid Cap - Growth	20	0.8%
Fidelity Blue Chip Growth Fund	FBGRX	B--	U.S. All Cap - Growth	23	0.74%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
T. Rowe Price Small-Cap Value Fund	PRSVX	B++	U.S. Small Cap - Value	20	0.81%
Specialty
PIMCO CommodityRealReturn Strategy Fund Institutional Class	PCRIX	A++	Commodities	14	0.74%
Fidelity Real Estate Investment Portfolio	FRESX	B++	U.S. Real Estate	17	0.8%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Lazard Emerging Markets Equity Portfolio Institutional Shares	LZEMX	A	Emerging Markets	15	1.09%
Aberdeen International Equity Fund Institutional Class	GIGIX	C	Emerging Markets	17	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity Total Bond Fund	FTBFX	B-	Bond - Multi Sector	3	0.45%
Fidelity High Income Fund	SPHIX	C++	Bond - U.S. High Yield	3	0.72%
Other
BlackRock LifePath 2020 Fund Investor A Shares	LPRCX		Other	0	1.3%

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