401(a) Defined Contribution Plan<br />457(b) Deferred Compensation Plan: For DC Government Employees

  • Decrease font size
  • Reset font size
  • Increase font size
  • Print this page

UMC Employee Funds

Fund Name Fund Fact Sheet Fund
Stable Value/Cash Management
MissionSquare PLUS Fund PDF 7071 N/A Stable Value 01/01/1991
Vanguard Federal Money Market Fund, Class Investor PDF 5527 VMFXX Money Market-Taxable 7/13/1981
Touchstone Impact Bond Fund, Class Y PDF 1551 TCPYX Intermediate-Term Bond 11/15/1991
PIMCO Real Return Fund, Class Institutional PDF 5178 PRRIX Inflation-Protected Bond 01/29/1997
Guaranteed Lifetime Income
MissionSquare Retirement IncomeAdvantage Fund HTML 8077 N/A 08/23/2010
Balanced/Asset Allocation
Vanguard Target Retirement Income Fund, Class Investor PDF 5500 VTINX Target-Date Retirement 10/27/2003
Vanguard Target Retirement 2015 Fund, Class Investor PDF 5503 VTXVX Target-Date 2015 10/27/2003
Vanguard Target Retirement 2020 Fund, Class Investor PDF 5504 VTWNX Target-Date 2020 06/07/2006
Vanguard Target Retirement 2025 Fund, Class Investor PDF 5505 VTTVX Target-Date 2025 10/27/2003
Vanguard Target Retirement 2030 Fund, Class Investor PDF 5506 VTHRX Target-Date 2030 06/07/2006
Vanguard Target Retirement 2035 Fund, Class Investor PDF 5507 VTTHX Target-Date 2035 10/27/2003
Vanguard Target Retirement 2040 Fund, Class Investor PDF 5508 VFORX Target-Date 2040 06/07/2006
Vanguard Target Retirement 2045 Fund, Class Investor PDF 5509 VTIVX Target-Date 2045 10/27/2003
Vanguard Target Retirement 2050 Fund, Class Investor PDF 5510 VFIFX  Target-Date 2050 06/07/2006
Vanguard Target Retirement 2055 Fund, Class Investor PDF 5511 VFFVX Target-Date 2055 08/18/2010
Vanguard Target Retirement 2060 Fund, Class Investor PDF 5512 VTTSX Target-Date 2060+ 01/19/1012
Vanguard Target Retirement 2065 Fund, Class Investor PDF 5529 VLXVX Target-Date 2060+ 07/12/2017
PIMCO All Asset Fund, Class Institutional PDF 5184 PAAIX Tactical Allocation 07/31/2002
U.S. Stock
Edgar Lomax Value Fund PDF 1549 LOMAX Large Value 12/12/1997
American Funds Fundamental Investors®, Class R6 PDF 4414 RFNGX Large Blend 05/01/2009
Vanguard Institutional Index Fund, Class Institutional Plus PDF 5425 VIIIX Large Blend 07/07/1997
DFA U.S. Core Equity I Portfolio, Class Institutional PDF 4574 DFEOX Large Blend 09/15/2005
American Funds The Growth Fund of America®, Class R6 PDF 4420 RGAGX Large Growth 05/01/2009
Ariel Fund, Class Institutional PDF 1548 ARAIX Mid-Cap Blend 12/30/2011
Vanguard Small-Cap Index Fund, Class Institutional PDF 5450 VSCIX Small Blend 07/07/1997
Brown Capital Management Small Company Fund, Class Institutional PDF 1404 BCSSX Small Growth 12/15/2011
International/Global Stock
American Funds New Perspective Fund®, Class R6 PDF 4391 RNPGX World Stock 05/01/2009
Harbor International Fund, Class Institutional PDF 4846 HAINX Foreign Large Blend 12/29/1987
Virtus Vontobel Emerging Markets Opportunities Fund, Class I PDF 5544 HIEMX Diversified Emerging Mkts 10/20/1997
Nuveen Real Estate Securities Fund, Class R6 PDF 5112 FREGX Real Estate 04/30/2013

401(a) and 457(b) Fee Disclosure
District of Columbia Underlying Composite Index Compositions
Morningstar Principal Risk Definitions