Provides each investment's objective and holdings as well as a breakdown of assets by industry, risk level, and fund manager.
Target Date Funds*
Post Retirement Date Fund
2025 Retirement Date Fund
2030 Retirement Date Fund
2035 Retirement Date Fund
2040 Retirement Date Fund
2045 Retirement Date Fund
2050 Retirement Date Fund
2055 Retirement Date Fund
2060 Retirement Date Fund
2065 Retirement Date Fund - Coming Soon
Global Non-U.S. Stock Index Fund
Short Term Investment Fund
|*Default investment option based on your age.|
Updated each quarter, the Investment Options at a Glance lists the investment options available in this plan and their performance over multiple periods, including year-to-date, one-, five-, 10-year periods, and since inception.
|2020 - Quarter 1||2019 - Quarter 4||2019 - Quarter 3||2019 - Quarter 2|
Each quarter, the plan’s investment consultant provides a report on market conditions and the performance of the plan’s investments.
|2020 - Quarter 1 | Executive Summary|
|2019 - Quarter 4 | Executive Summary|
|2019 - Quarter 3 | Executive Summary|
|2019 - Quarter 2 | Executive Summary|
The Defined Contribution Plan Statement of Investment Policy defines the purpose of this retirement plan, the investment options to be offered through the plan, and the roles of those responsible for managing the plan. The investment policy statement also establishes performance standards and objectives for the investments, and the standards and processes for monitoring and evaluating the investment options.