1. Plan Investment Structure and Strategies
Path 1:
Professionally Allocated
Path 2:
Build Your Own
Core Investment Funds
Target Date Funds
Passive
Active
Target Date Funds:
- State Street Global Advisors Target Retirement Class W*
S&P 500 Index
SSgA S&P 500 Index K
2 Large Cap Funds (Growth/Value)
T Rowe Price Large Cap Core Growth
Dodge & Cox Stock
Small-Mid Cap Index
SSgA Small Cap Completeness K
1 Small/Mid Cap Fund (Core)
Wellington SMID Cap Research Equity
International Index
SSgA MSCI ACWI ex-US K
1 International Fund (Core Diversified)
American Funds EuroPacific R6
Bond Index
SSgA BBg US Aggregate Bond K
Multi-Asset
GMO Benchmark Free Allocation Series
High Income
PIMCO Income
Core Bond
Prudential Core Fixed Income
Target Date
Domestic Equity
International Equity
Core Fixed Income
Hybrid Fixed Income
Other (Asset Allocation/Balanced)
Stable Value
Wells Fargo (Galliard)
* Includes Retirement Fund and all funds in 5 year increments. 1 1

2. Core Investment Funds
What is the difference between an index/passive fund and an active fund?