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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
American Funds 2035 Target Date Retirement Fund Class R-3	RCFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-3	RCKTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-3	RCHTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-3	RCITX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-3	RCMTX	C	U.S. All Cap	13	0%
American Funds Capital World Growth and Income Fund Class R-3	RWICX	C	U.S. Large Cap	14	1.09%
American Funds Fundamental Investors Class R-3	RFNCX	C	U.S. Large Cap	15	0.96%
American Funds AMCAP Fund Class R-3	RAFCX	D	U.S. Large Cap	15	1.03%
American Funds 2010 Target Date Retirement Fund Class R-3	RCATX	C	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-3	RCJTX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-3	RCCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-3	RCDTX	C	U.S. Large Cap	8	0%
American Funds American Balanced Fund Class R-3	RLBCX	C	U.S. Large Cap	9	0.94%
American Funds 2030 Target Date Retirement Fund Class R-3	RCETX	C	U.S. All Cap	9	0%
BlackRock Global Allocation Fund, Inc. Class R	MRLOX	C	U.S. All Cap	10	1.39%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class R-3	RSLCX	A-	U.S. Mid Cap - Growth	16	1.4%
American Funds New Perspective Fund Class R-3	RNPCX	A--	U.S. All Cap - Growth	17	1.11%
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
AB Discovery Growth Fund Class R	CHCRX	F-	U.S. Mid Cap - Growth	24	1.47%
U.S. Equities - Value
Invesco Equally-Weighted S&P 500 Fund Class R	VADRX	D++	U.S. Mid Cap - Value	17	0.82%
Royce Total Return Fund Retirement Class	RTRRX	D++	U.S. Small Cap - Value	21	1.75%
American Funds The Income Fund of America Class R-3	RIDCX	B++	U.S. Mega Cap - Value	9	0.94%
Global & Intl. Equity
Templeton Foreign Fund Class R	TEFRX	D++	International Small Cap	15	1.44%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Funds Intermediate Bond Fund of America Class R-3	RBOCX	C-	U.S. Treasury - Short / Intermediate	1	0.95%
American Funds The Bond Fund of America Class R-3	RBFCX	B-	Bond - Multi Sector	3	0.92%
American Funds Capital World Bond Fund Class R-3	RCWCX	D+	Bond - Emerging Market	3	1.21%
PIMCO Real Return Fund Class R	PRRRX	C+	U.S. Treasury - TIPS	4	1.1%
Other
Victory Stock Index Fund Class Retirement	VINGX		Other	0	0.9%
American Funds U.S. Government Money Market Fund Class R-3	RACXX		Other	0	0%

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