Empower 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
BlackRock LifePath Index 2035 Fund Institutional Shares	LIJIX	C	U.S. All Cap	11	0.18%
BlackRock LifePath Index 2040 Fund Institutional Shares	LIKIX	C	U.S. All Cap	12	0.2%
BlackRock LifePath Index 2045 Fund Institutional Shares	LIHIX	C	U.S. All Cap	13	0.2%
BlackRock LifePath Index 2050 Fund Institutional Shares	LIPIX	C	U.S. All Cap	14	0.2%
BlackRock LifePath Index 2060 Fund Institutional	LIZIX	C	U.S. All Cap	14	0%
BlackRock LifePath Index 2055 Fund Institutional Shares	LIVIX	C	U.S. All Cap	14	0.2%
BlackRock Health Sciences Opportunities Portfolio Institutional Shares	SHSSX	D	U.S. Large Cap	14	0.94%
American Funds Fundamental Investors Class R-6	RFNGX	C	U.S. Large Cap	15	0.31%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	16	0.05%
JPMorgan U.S. Equity Fund Class R6	JUEMX	D	U.S. Large Cap	16	0.54%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Federated MDT Small Cap Core Fund Institutional Shares	QISCX	B+	U.S. Small Cap	23	1.45%
BlackRock LifePath Index Retirement Fund Institutional Shares	LIRIX	C	U.S. All Cap	6	0.18%
BlackRock LifePath Index 2025 Fund Institutional Shares	LIBIX	C	U.S. All Cap	8	0.17%
BlackRock LifePath Index 2030 Fund Institutional Shares	LINIX	C	U.S. All Cap	9	0.19%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
Pioneer Select Mid Cap Growth Fund Class R	PGRRX	C-	U.S. Mid Cap - Growth	23	1.52%
U.S. Equities - Value
JPMorgan Equity Income Fund Class R6	OIEJX	C++	U.S. Mega Cap - Value	15	0.53%
State Street Russell Large Cap Value Index		C++	U.S. Large Cap - Value	16	0.08%
Victory Sycamore Established Value Fund Class I	VEVIX	B++	U.S. Mid Cap - Value	19	0.67%
State Street S&P Mid Cap Index		D++	U.S. Mid Cap - Value	19	0.25%
Specialty
Neuberger Berman Real Estate Fund Class R6	NRREX	B++	U.S. Real Estate	17	0.78%
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
Parametric International Equity Fund Institutional Class	EIISX	C+	Europe	14	0.8%
American Funds New World Fund Class R-6	RNWGX	A	Emerging Markets	16	0.65%
Bonds
Invesco Stable Value Trust Fund		C	U.S. Cash / Money Market	0	0%
PIMCO Income Fund Institutional Class	PIMIX	A+	Bond - Emerging Market	3	0.45%
State Street U.S. Bond Index		C-	Bond - Multi Sector	3	0.07%
BlackRock High Yield Bond Portfolio Institutional Shares	BHYIX	B++	Bond - U.S. High Yield	4	0.6%
Other
Morgan Stanley Growth Ret Acct.			Other	0	1.32%

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