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The Johns Hopkins University Retirement Plan Investment Choices through TIAA The TIAA investment choices include the JHU Select Funds, which were chosen based on investment performance and cost. They were selected with the help of an independent consultant, Aon Hewitt Retirement and Investment, which, along with the university, will monitor these mutual funds for performance going forward. In addition to the JHU Select Funds, you will find mutual funds from various asset classes – Equities, Fixed Income, Money Market, Multi-asset and Real Estate. You also have access to the TIAA Self Directed Brokerage Account, which provides sophisticated investors with thousands of funds from which to choose. Go to the online portal from the Retirement Choice welcome page to view, enroll or change your Retirement Plan fund selections, listed by provider. If you select TIAA as your investment provider but you do not open an account online with TIAA, you will be automatically invested in the age-appropriate Vanguard Target Retirement Fund with TIAA until you create an account and make an investment election. Each year, Johns Hopkins University reviews the fees and administrative costs related to all funds in the university 403(b) plans. You can find information on fees in the fee disclosure notice under Quick Links on the Retirement Choice welcome page. JHU Select Funds EQUITIES Investment Name Ticker Symbol Vanguard Total International Stock Index Fund – Institutional Class VTSNX Vanguard Total Stock Market Index Fund – Institutional Plus Class VSMPX FIXED INCOME Investment Name Ticker Symbol Vanguard Inflation Protected Securities Fund – Institutional Class VIPIX Vanguard Total Bond Market Index Fund – Institutional Class VBTIX MONEY MARKET Investment Name Ticker Symbol Vanguard Federal Money Market Fund Investor Class VMFXX MULTI-ASSET Investment Name Ticker Symbol Vanguard Target Retirement 2015 Fund – Institutional VITVX Vanguard Target Retirement 2020 Fund – Institutional VITWX Vanguard Target Retirement 2025 Fund – Institutional VRIVX Vanguard Target Retirement 2030 Fund – Institutional VTTWX Vanguard Target Retirement 2035 Fund – Institutional VITFX Vanguard Target Retirement 2040 Fund – Institutional VIRSX Vanguard Target Retirement 2045 Fund – Institutional VITLX THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH TIAA

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Page 1: The Johns Hopkins University Retirement Plan Investment ... · The Johns Hopkins University Retirement Plan Investment Choices through TIAA The TIAA investment choices include the

The Johns Hopkins University Retirement Plan Investment Choices through TIAAThe TIAA investment choices include the JHU Select Funds, which were chosen based on investment performance and cost. They were selected with the help of an independent consultant, Aon Hewitt Retirement and Investment, which, along with the university, will monitor these mutual funds for performance going forward.

In addition to the JHU Select Funds, you will find mutual funds from various asset classes – Equities, Fixed Income, Money Market, Multi-asset and Real Estate. You also have access to the TIAA Self Directed Brokerage Account, which provides sophisticated investors with thousands of funds from which to choose.

Go to the online portal from the Retirement Choice welcome page to view, enroll or change your Retirement Plan fund selections, listed by provider. If you select TIAA as your investment provider but you do not open an account online with TIAA, you will be automatically invested in the age-appropriate Vanguard Target Retirement Fund with TIAA until you create an account and make an investment election.

Each year, Johns Hopkins University reviews the fees and administrative costs related to all funds in the university 403(b) plans. You can find information on fees in the fee disclosure notice under Quick Links on the Retirement Choice welcome page.

JHU Select Funds

EQUITIES

Investment Name Ticker SymbolVanguard Total International Stock Index Fund – Institutional Class VTSNX

Vanguard Total Stock Market Index Fund – Institutional Plus Class VSMPX

FIXED INCOME

Investment Name Ticker SymbolVanguard Inflation Protected Securities Fund – Institutional Class VIPIX

Vanguard Total Bond Market Index Fund – Institutional Class VBTIX

MONEY MARKET

Investment Name Ticker SymbolVanguard Federal Money Market Fund – Investor Class VMFXX

MULTI-ASSET

Investment Name Ticker SymbolVanguard Target Retirement 2015 Fund – Institutional VITVX

Vanguard Target Retirement 2020 Fund – Institutional VITWX

Vanguard Target Retirement 2025 Fund – Institutional VRIVX

Vanguard Target Retirement 2030 Fund – Institutional VTTWX

Vanguard Target Retirement 2035 Fund – Institutional VITFX

Vanguard Target Retirement 2040 Fund – Institutional VIRSX

Vanguard Target Retirement 2045 Fund – Institutional VITLX

THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH TIAA

Page 2: The Johns Hopkins University Retirement Plan Investment ... · The Johns Hopkins University Retirement Plan Investment Choices through TIAA The TIAA investment choices include the

MULTI-ASSET (CONTINUED)

Investment Name Ticker SymbolVanguard Target Retirement 2050 Fund – Institutional VTRLX

Vanguard Target Retirement 2055 Fund – Institutional VIVLX

Vanguard Target Retirement 2060 Fund – Institutional VILVX

Vanguard Target Retirement 2065 Fund – Institutional VSXFX

Vanguard Target Retirement Income Fund – Institutional VITRX

TIAA Annuities and Mutual Funds

EQUITIES

Investment Name Ticker SymbolCREF Equity Index Account R3 Variable Annuity

CREF Global Equities Account R3 Variable Annuity

CREF Growth Account R3 Variable Annuity

CREF Stock Account R3 Variable Annuity

TIAA-CREF Small-Cap Equity Fund – Institutional Class TISEX

FIXED INCOME

Investment Name Ticker SymbolCREF Bond Market Account R3 Variable Annuity

CREF Inflation-Linked Bond Account R3 Variable Annuity

GUARANTEED

Investment Name Ticker SymbolTIAA Traditional Annuity Guaranteed Annuity

MONEY MARKET

Investment Name Ticker SymbolCREF Money Market Account R3 Variable Annuity

MULTI-ASSET

Investment Name Ticker SymbolCREF Social Choice Account R3 Variable Annuity

TIAA-CREF Lifecycle 2010 Fund – Institutional Class TCTIX

TIAA-CREF Lifecycle 2015 Fund – Institutional Class TCNIX

TIAA-CREF Lifecycle 2020 Fund – Institutional Class TCWIX

TIAA-CREF Lifecycle 2025 Fund – Institutional Class TCYIX

TIAA-CREF Lifecycle 2030 Fund – Institutional Class TCRIX

TIAA-CREF Lifecycle 2035 Fund – Institutional Class TCIIX

TIAA-CREF Lifecycle 2040 Fund – Institutional Class TCOIX

TIAA-CREF Lifecycle 2045 Fund – Institutional Class TTFIX

TIAA-CREF Lifecycle 2050 Fund – Institutional Class TFTIX

TIAA-CREF Lifecycle 2055 Fund – Institutional Class TTRIX

TIAA-CREF Lifecycle 2060 Fund – Institutional Class TLXNX

TIAA-CREF Lifecycle Retirement Income Fund – Institutional Class TLRIX

THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH TIAA

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THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH TIAA

REAL ESTATE

Investment Name Ticker SymbolTIAA Real Estate Account Variable Annuity

BROKERAGE SERVICES

TIAA-CREF Self Directed Brokerage Account