Over 30 Individual Fund Portfolios and 15 Exchange-Traded Fund Portfolios
The major asset classes are represented in the plan’s Individual Fund Portfolios, including money market, fixed income, balanced, real estate, domestic equity, and international equity.
In addition, F share account owners working with a registered investment advisor or fee-only planner can take advantage of additional low-cost options.
Work with your investment professional to design a strategy that fits your objectives. Additional information—including a fact sheet, prospectus, and annual report—is available to help you make selections.
Money Market
Fixed Income
- PIMCO Short-Term 529 Portfolio
- Baird Short-Term Bond 529 Portfolio
- Fidelity U.S. Bond Index 529 Portfolio
- MainStay MacKay Total Return Bond 529 Portfolio
- American Century Short Duration Inflation Protection Bond 529 Portfolio
- BlackRock Inflation Protected Bond 529 Portfolio
- Templeton International Bond 529 Portfolio
Balanced
Real Estate
Socially Responsible
U.S. Equity
Large-Cap
- MFS Value 529 Portfolio
- T. Rowe Price Equity Income 529 Portfolio
- American Century Value 529 Portfolio
- American Century Equity Growth 529 Portfolio
- Northern Stock Index 529 Portfolio
- Sit Dividend Growth 529 Portfolio
- American Century Growth 529 Portfolio
- T. Rowe Price Large-Cap Growth 529 Portfolio
Mid-Cap
- T. Rowe Price Extended Equity Market Index 529 Portfolio
- William Blair Mid Cap Growth 529 Portfolio
- Ariel Fund 529 Portfolio
Small-Cap
- Northern Small Cap Value 529 Portfolio
- Northern Funds Small Cap Index 529 Portfolio
- Delaware Small Cap Core 529 Portfolio
- Harbor Small Cap Growth Opportunities 529 Portfolio
International Equity
Available in Fee Structure F accounts if working with a registered investment advisor or fee-only planner.Fixed Income
Real Estate
International Equity
*You could lose money by investing in this investment option. Although the money market fund in which your investment option invests (the “underlying fund”) seeks to preserve its value at $1.00 per share, the underlying fund cannot guarantee it will do so. An investment in this investment option is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The underlying fund’s sponsor has no legal obligation to provide financial support to the underlying fund, and you should not expect that the sponsor will provide financial support to the underlying fund at any time.