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