Investment Options

The information below displays the investment options available under the Plan. You can choose from a menu of investment options that cover the risk/reward spectrum allowing you to select from conservative choices, moderate growth and income funds, or aggressive growth opportunities in both U.S. and international markets. International investing involves special risks such as currency fluctuation, lower liquidity, political and economic uncertainties, and differences in accounting standards.

For each investment option, click on the fund name to open a fund fact sheet that provides important information about the investment option, including fund expenses. Each investment option has a numeric fund code you will need when making investment changes on-line or via telephone.

While reviewing the fund fact sheets below, please also review the Disclosure Glossary document that provides information on types of investment risks, investment types and a glossary of terms and statistics. The document also provides instructions about how to obtain any underlying fund prospectus.

Fund number Investment option
Stability of Principal
8920 Kern Stable Value Fund
Bonds
D328 Harbor Core Plus Fund - Retirement Class
898 Vanguard® Total Bond Market Index Fund - Admiral™ Shares
Asset Allocation
975 Fidelity Asset Manager® 50%
Balanced
2322 Vanguard® Wellesley® Income Fund - Admiral™ Shares
Large Cap Value/Blend
F633 Dodge & Cox Stock Fund - Class X
1228 Vanguard® Institutional Index Fund - Institutional Plus
Large Cap Growth
C937 Fidelity® Contrafund® - Class K6
Small/Mid/Specialty
2566 DFA U.S. Targeted Value Portfolio - Institutional Class
D809 Hood River Small-Cap Growth Fund - Retirement Shares
6856 JPMorgan Mid Cap Growth Fund - Class R6 Shares
6229 John Hancock Disciplined Value Mid Cap Fund - Class R6
1197 Vanguard® Mid-Cap Index Fund - Institutional Shares
1198 Vanguard® Small-Cap Index Fund - Institutional Shares
Global / International
1960 American Funds Capital World Growth and Income Fund® - R-6
E912 Schroder International Alpha Trust - Class 1 CIT
9889 Vanguard® Total International Stock Index Fund - Adm™ Sh