401 and 457 Employer Retirement Plans
For 401 defined contribution and 457 deferred compensation retirement plans, ICMA-RC makes available a variety of investment options. Many of those investments are the VantageTrust Funds ("VT Funds"), which are available through the VantageTrust, a group trust sponsored by the VantageTrust Company.
Some or all of the VantageTrust Funds may not be available in your plan. To view the specific investments available in your plan, including fee-adjusted performance data, log into your account online or contact Investor Services.
With the exception of the VT PLUS Fund, each VT Fund is invested in a single underlying Vantagepoint Fund or in a single third-party mutual fund. While the underlying objectives, risks, and investments are identical, the VT Fund may be subject to additional expenses.
For general information on the VantageTrust Funds that are available to a typical employer today, see the table below. Additional funds, not listed, may be available in your specific plan.
| Fund Name |
|---|
| Stable Value Funds |
|---|
| VantageTrust PLUS Fund |
|---|
| Bond Funds |
|---|
| VT Vantagepoint Core Bond Index Fund, Class II |
|---|
| VT PIMCO Total Return Fund, Class Administrative |
|---|
| VT Vantagepoint Inflation Protected Securities Fund |
|---|
| VT PIMCO High Yield Fund, Class Administrative |
|---|
| Balanced/Asset Allocation Funds |
|---|
| VT Vantagepoint Milestone Retirement Income Fund |
|---|
| VT Vantagepoint Milestone 2010 Fund |
|---|
| VT Vantagepoint Milestone 2015 Fund |
|---|
| VT Vantagepoint Milestone 2020 Fund |
|---|
| VT Vantagepoint Milestone 2025 Fund |
|---|
| VT Vantagepoint Milestone 2030 Fund |
|---|
| VT Vantagepoint Milestone 2035 Fund |
|---|
| VT Vantagepoint Milestone 2040 Fund |
|---|
| VT Vantagepoint Milestone 2045 Fund |
|---|
| VT Vantagepoint Model Portfolio Savings Oriented Fund |
|---|
| VT Vantagepoint Model Portfolio Conservative Growth Fund |
|---|
| VT Vantagepoint Model Portfolio Traditional Growth Fund |
|---|
| VT Vantagepoint Model Portfolio Long-Term Growth Fund |
|---|
| VT Vantagepoint Model Portfolio All-Equity Growth Fund |
|---|
| VT Fidelity Puritan® Fund |
|---|
| U.S. Stock Funds |
|---|
| VT Vantagepoint Equity Income Fund |
|---|
| VT Eaton Vance Large Cap Value Fund, Class Inv |
|---|
| VT Allianz NFJ Dividend Value Fund, Class Admin |
|---|
| VT Vantagepoint 500 Stock Index Fund, Class II |
|---|
| VT Vantagepoint Growth & Income Fund |
|---|
| VT Vantagepoint Broad Market Index Fund, Class II |
|---|
| VT BlackRock Large Cap Core Retirement Fund, Class K |
|---|
| VT Legg Mason Value Trust Fund, Class FI |
|---|
| VT Vantagepoint Growth Fund |
|---|
| VT Fidelity Contrafund® |
|---|
| VT Calvert Social Investment Fund Equity Portfolio, Class A |
|---|
| VT T. Rowe Price® Growth Stock Fund, Class Advisor |
|---|
| VT Vantagepoint Select Value Fund |
|---|
| VT Columbia Mid Cap Value Fund, Class Z |
|---|
| VT Vantagepoint Mid/Small Company Index Fund, Class II |
|---|
| VT Royce Premier Fund, Class Service |
|---|
| VT Vantagepoint Aggressive Opportunities Fund |
|---|
| VT Harbor Mid Cap Growth Fund, Class Admin |
|---|
| VT Vantagepoint Discovery Fund |
|---|
| VT T. Rowe Price® Small Cap Value Fund, Class Adv |
|---|
| VT Royce Value Plus Fund, Class Service |
|---|
| VT First American Real Estate Securities Fund, Class Y |
|---|
| International Stock Funds |
|---|
| VT Vantagepoint International Fund |
|---|
| VT Vantagepoint Overseas Equity Index Fund, Class II |
|---|
| VT Fidelity Diversified International Fund |
|---|
| VT Harbor International Fund, Class Administrative |
|---|
Other VantageTrust Funds