Tetra Pak 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
American Funds 2035 Target Date Retirement Fund Class R-6	RFFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-6	RFHTX	C	U.S. All Cap	13	0%
American Funds 2060 Target Date Retirement Fund Class R-6	RFUTX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-6	RFKTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	C	U.S. All Cap	13	0%
Schwab S&P 500 Index Fund	SWPPX	C	U.S. Large Cap	15	0.09%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
American Funds 2010 Target Date Retirement Fund Class R-6	RFTTX	B	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-6	RFJTX	B	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-6	RRCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-6	RFDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
American Century Small Cap Growth Fund R Class	ANORX	B--	U.S. Small Cap - Growth	22	1.92%
JPMorgan Large Cap Growth Fund Class R6	JLGMX	F--	U.S. All Cap - Growth	23	0.67%
U.S. Equities - Value
Delaware Small Cap Value Fund Class R	DVLRX	C++	U.S. Small Cap - Value	25	1.5%
Specialty
Nuveen Real Estate Securities Fund Class R6	FREGX	C++	U.S. Real Estate	17	0.88%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Lord Abbett International Opportunities Fund Class R3	LINRX	C++	International Small Cap	15	1.62%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Calvert Emerging Markets Equity Fund Class I	CVMIX	D	Emerging Markets	17	1.43%
Oppenheimer International Bond Fund Class I	OIBIX	F++	International Small Cap	7	0.57%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Plan Class	MWTSX	B-	Bond - Multi Sector	3	0.39%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%

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