The Coca-Cola Bottlers Assn. 401(K) Retirement 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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2060 Fund	TRRLX	C	U.S. All Cap	14	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
The Hartford MidCap Fund Class R5	HFMTX	F+	U.S. Mid Cap	18	0.87%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
T. Rowe Price Growth Stock Fund	PRGFX	B--	U.S. Large Cap - Growth	20	0.69%
MainStay Large Cap Growth Fund Class I	MLAIX	D--	U.S. Large Cap - Growth	21	0.77%
Fidelity Small Cap Growth Fund	FCPGX	B--	U.S. Small Cap - Growth	23	0.88%
U.S. Equities - Value
Columbia Dividend Income Fund Class R4 Shares	CVIRX	C++	U.S. Mega Cap - Value	13	0.77%
JPMorgan Mid Cap Value R6	JMVYX	C++	U.S. Mid Cap - Value	19	0%
Ariel Fund Institutional Class	ARAIX	A++	U.S. Mid Cap - Value	20	0.72%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
Specialty
Principal Global Real Estate Securities Fund Class R-6	PGRSX	B++	U.S. Real Estate	15	1.06%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Invesco Developing Markets Fund Class R6	GTDFX	C	Emerging Markets	15	0.97%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Metropolitan West Total Return Bond Fund Plan Class	MWTSX	B-	Bond - Multi Sector	3	0.39%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Other
Fidelity International Index Fund Investor Class	FSIIX		Other	0	0.2%

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