Retirement Plan Investment Options

Investment Options

All TIAA and Vanguard investments will be available on the TIAA recordkeeping platform beginning June 20. Most Vanguard funds will have new share classes and ticker symbols (see highlighted funds).

To see additional details about each of the investments, log in to the TIAA website, select Plans and Investments, then under your plan, select Investment Choices. TIAA investment information is currently available on the website; Vanguard investment information will be available beginning May 16.

Target Date Funds

Target date funds offer a diversified investment in a single fund. If you prefer a hands-off approach to investing, you may want to consider one of these funds.

Each target date fund is a “fund of funds,” primarily invested in shares of other mutual funds. Each fund’s investments become more conservative as the target date approaches. The “target date” indicates when you might plan to begin making withdrawals; however, you are not required to make withdrawals at the target date. As with all mutual funds, the principal value of a target date fund is not guaranteed and will fluctuate.

Asset Class Investment Option Ticker Symbol
TIAA-CREF Lifecycle Index Retirement Income Institutional TRILX
TIAA-CREF Lifecycle Index 2010 Institutional TLTIX
TIAA-CREF Lifecycle Index 2015 Institutional TLFIX
TIAA-CREF Lifecycle Index 2020 Institutional TLWIX
TIAA-CREF Lifecycle Index 2025 Institutional TLQIX
TIAA-CREF Lifecycle Index 2030 Institutional TLHIX
TIAA-CREF Lifecycle Index 2035 Institutional TLYIX
TIAA-CREF Lifecycle Index 2040 Institutional TLZIX
TIAA-CREF Lifecycle Index 2045 Institutional TLXIX
TIAA-CREF Lifecycle Index 2050 Institutional TLLIX
TIAA-CREF Lifecycle Index 2055 Institutional TTIIX
TIAA-CREF Lifecycle Index 2060 Institutional TVIIX
Vanguard Target Retirement Income Institutional VITRX
Vanguard Target Retirement 2010 Institutional VIRTX
Vanguard Target Retirement 2015 Institutional VITVX
Vanguard Target Retirement 2020 Institutional VITWX
Vanguard Target Retirement 2025 Institutional VRIVX
Vanguard Target Retirement 2030 Institutional VTTWX
Vanguard Target Retirement 2035 Institutional VITFX
Vanguard Target Retirement 2040 Institutional VIRSX
Vanguard Target Retirement 2045 Institutional VITLX
Vanguard Target Retirement 2050 Institutional VTRLX
Vanguard Target Retirement 2055 Institutional VIVLX
Vanguard Target Retirement 2060 Institutional VILVX

Core Options

Core Options are designed for the participant who wants to choose from a limited set of investment options that cover all the basic asset classes. If you have some investing experience and the time to research the Plans’ investment options, you may wish to create a diversified portfolio from this group of investments.

Asset Class Investment Option Ticker Symbol
Guaranteed TIAA Traditional Annuity* NA
Money Market
CREF Money Market Account R3 (variable annuity) QCMMIX
Vanguard Prime Money Market Admiral VMRXX
Fixed Income
CREF Bond Market Account R3 (variable annuity) QCBMIX
CREF Inflation-Linked Bond Account R3 (variable annuity) QCILIX
Vanguard Total Bond Market Index Institutional VBTIX
Multi-Asset CREF Social Choice Account R3 (variable annuity) QCSCIX
Real Estate TIAA Real Estate Account (variable annuity) QREARX
CREF Equity Index Account R3 (variable annuity) QCEQIX
CREF Global Equities Account R3 (variable annuity) QCGLIX
CREF Growth Account R3 (variable annuity) QCGRIX
CREF Stock Account R3 (variable annuity) QCSTIX
Vanguard Total International Stock Index Institutional VTSNX
Vanguard Total Stock Market Index Institutional VITSX
*TIAA Traditional Annuity is a guaranteed insurance contract and not an investment for federal securities law purposes. Any guarantees under annuities issued by TIAA are subject to TIAA’s claims-paying ability.

Annuity account options are available through annuity contracts issued by TIAA or CREF. These contracts are designed for retirement or other long-term goals and offer a variety of income options, including lifetime income. Payments from the variable annuity accounts are not guaranteed and will rise or fall based on investment performance. Investing involves risk of possible loss of principal. Certain transfer restrictions and/or surrender charges may apply, so please review the fact sheet before investing.

Specialized Mutual Funds

Specialized mutual funds are geared to the experienced investor who is interested in more specialized investment options. If you’re an experienced investor and want specialized investments for extra diversification in your portfolio, you may wish to add funds from this group to your fund selections. These funds provide a wider variety of investment options so that you can diversify your portfolio the way you see fit.*

Asset Class Investment Option Ticker Symbol
Fixed Income
 TIAA-CREF High-Yield Institutional TIHYX
 TIAA-CREF Short-Term Bond Institutional TISIX
Multi-Asset  Vanguard Wellington Admiral VWENX
 Columbia Mid Cap Value Y CMVYX
 TIAA-CREF Growth & Income Institutional TIGRX
 TIAA-CREF International Equity Institutional TIIEX
 TIAA-CREF Large-Cap Growth Index Institutional TILIX
 TIAA-CREF Large-Cap Value Institutional TRLIX
 TIAA-CREF Mid-Cap Growth Institutional TRPWX
 TIAA-CREF Mid-Cap Value Institutional TIMVX
 TIAA-CREF S&P 500 Index Institutional TISPX
 TIAA-CREF Small-Cap Equity Institutional TISEX
 Vanguard 500 Index Admiral VFIAX
 Vanguard Explorer Admiral VEXRX
 Vanguard Extended Market Index Admiral VEXAX
 Vanguard International Growth Admiral VWILX
 Vanguard International Value Investor VTRIX
 Vanguard PRIMECAP Admiral VPMAX
 Vanguard Windsor™ II Admiral™ VWNAX
*Diversification is a technique to help reduce risk. It is not guaranteed to protect against loss.

For information about your TIAA income options, visit the TIAA website or call (800) 842-2776 to speak with a TIAA counselor.

While the University intends to continue each of the benefit plans, the University reserves the right to terminate or amend any plan, at any time, and for any reason.