Investment Options

Investment Options

A diversified menu of investment options lets you choose an allocation that best meets your unique needs, risk tolerance, and time horizon. The Investment Fund Overview (updated quarterly) for your HRA plan lists available options and historical performance.

Your HRA assets are invested in the default investment allocation until you choose something else. The default is a 100% allocation to a BlackRock LifePath® Index target date fund based on your date of birth (at the time of your enrollment) and assumed retirement at or around age 65. To check or change your investment allocation, if needed, log in and access your HRA online portal, then click Investments. Changes are allowed once per calendar month.

Customer Care Center representatives do not give investment advice. You should consult with a professional financial advisor and carefully read the fund fact sheets and prospectuses before making investment decisions. The investment lineup with direct links to fund fact sheets and prospectuses is listed below.

Fund Name (listed alphabetically) Ticker Asset Class Risk Level

Artisan International Fund Investor Class

Fact Sheet | Prospectus

 

ARTIX International Equity High

BlackRock LifePath® Index 2030 K 

Fact Sheet | Prospectus

LINKX Target Date Fund Moderate

BlackRock LifePath® Index 2035 K 

Fact Sheet | Prospectus

LIJKX Target Date Fund Moderate

BlackRock LifePath® Index 2040 K 

Fact Sheet | Prospectus

LIKKX Target Date Fund High

BlackRock LifePath® Index 2045 K 

Fact Sheet | Prospectus

LIHKX Target Date Fund High

BlackRock LifePath® Index 2050 K 

Fact Sheet | Prospectus

LIPKX Target Date Fund High

BlackRock LifePath® Index 2055 K 

Fact Sheet | Prospectus

LIVKX Target Date Fund High

BlackRock LifePath® Index 2060 K 

Fact Sheet | Prospectus

LIZKX Target Date Fund High

BlackRock LifePath® Index 2065 K 

Fact Sheet | Prospectus

LIWKX Target Date Fund High

BlackRock LifePath® Index 2070 K 

Fact Sheet | Prospectus

LIYKX Target Date Fund High

BlackRock LifePath® Index Retirement Fund K 

Fact Sheet | Prospectus

LIRKX Target Date Fund Moderate

DFA U.S. Targeted Value Portfolio Institutional 

Fact Sheet | Prospectus

DFFVX Domestic Equity High

Dodge & Cox Stock Fund X 

Fact Sheet | Prospectus

DOXGX Domestic Equity High

MissionSquare PLUS Fund S11 

Fact Sheet | No Prospectus

-- Stable Value Fund Low

PGIM Total Return Bond Fund R6 

Fact Sheet | Prospectus

PTRQX Domestic Fixed Income Low

T. Rowe Price Large-Cap Growth I 

Fact Sheet | Prospectus

TRLGX Domestic Equity High

Vanguard Extended Market Index Institutional 

Fact Sheet | Prospectus

VIEIX Domestic Equity High

Vanguard Inflation-Protected Securities Admiral 

Fact Sheet | Prospectus

VAIPX Domestic Fixed Income Low

Vanguard Large Cap Index Institutional 

Fact Sheet | Prospectus

VLISX Domestic Equity High

Vanguard Total Bond Market Index Institutional 

Fact Sheet | Prospectus

VBTIX Domestic Fixed Income Low

Vanguard Total International Stock Index Institutional 

Fact Sheet | Prospectus

VTSNX International Equity Low

William Blair Small-Mid Cap Growth I 

Fact Sheet | Prospectus

WSMDX Domestic Equity High