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
9905 San Jose Stable Value Option
Bonds
D110 Fidelity® U.S. Bond Index Fund
3871 Loomis Sayles Core Plus Bond Fund - Class N
Asset Allocation
SJ03 Vanguard® Target Retirement 2020 Trust I CIT
SJ04 Vanguard® Target Retirement 2025 Trust I CIT
SJ05 Vanguard® Target Retirement 2030 Trust I CIT
SJ06 Vanguard® Target Retirement 2035 Trust I CIT
SJ07 Vanguard® Target Retirement 2040 Trust I CIT
SJ08 Vanguard® Target Retirement 2045 Trust I CIT
SJ09 Vanguard® Target Retirement 2050 Trust I CIT
SJ10 Vanguard® Target Retirement 2055 Trust I CIT
SJ11 Vanguard® Target Retirement 2060 Trust I CIT
SJ12 Vanguard® Target Retirement 2065 Trust I CIT
SJ13 Vanguard® Target Retirement 2070 Trust I CIT
SJ01 Vanguard® Target Retirement Income Trust I CIT
Large Cap Value/Blend
7926 Vanguard® Equity Income Fund - Admiral™ Shares
1215 Vanguard® FTSE Social Index Fund - Institutional Shares
1228 Vanguard® Institutional Index Fund - Institutional Plus
Large Cap Growth
D652 T. Rowe Price Large-Cap Growth Trust - Class D CIT
Small/Mid/Specialty
2566 DFA U.S. Targeted Value Portfolio - Institutional Class
D809 Hood River Small-Cap Growth Fund - Retirement Shares
G844 Janus Henderson Enterprise Collective Fund - Class MS CIT
6912 MFS® Mid Cap Value Fund - Class R6
1197 Vanguard® Morningstar Mid-Cap Index Fund - Inst Shares
1198 Vanguard® Morningstar Small-Cap Index Fund - Inst Shares
Global / International
1723 American Funds EUPAC Fund® - Class R-6
F438 The Hartford International Value Fund - Class R6
9772 Vanguard® Total International Stock Index Fund- Inst Shares