MyPlanIQ THE PEARSON RETIREMENT PLAN

THE PEARSON RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
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THE PEARSON RETIREMENT PLAN 401(K)
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2046-2050 LPRPX BlackRock Funds III: LifePath 2050 Portfolio; Class R Shares
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional Trust: MFS Institutional International Equity Fund
US EQUITY
Small Growth TSCIX Managers AMG Funds: TimesSquare Small Cap Growth Fund; Institutional Class Shares
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2046-2050 LPRPX BlackRock Funds III: LifePath 2050 Portfolio; Class R Shares
Target Date 2036-2040 LPRKX BlackRock Funds III: LifePath 2040 Portfolio; Class R Shares
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional Trust: MFS Institutional International Equity Fund
US EQUITY
Small Growth TSCIX Managers AMG Funds: TimesSquare Small Cap Growth Fund; Institutional Class Shares
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
Small Growth ARTSX Artisan Partners Funds
LARGE GROWTH JIGAX JPMorgan Trust I: JPMorgan Intrepid Growth Fund; Class A Shares
LARGE BLEND BPEQX UBS Funds: UBS US Large Cap Equity Fund; Class Y Shares
SMALL BLEND ARTVX Artisan Partners Funds
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 14
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares 94% 3 60 0 0.34% 4.3%
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 1.67%
Target Date 2046-2050 LPRPX BlackRock Funds III: LifePath 2050 Portfolio; Class R Shares 63% 3 60 0 0.34% 6.36%
Target Date 2036-2040 LPRKX BlackRock Funds III: LifePath 2040 Portfolio; Class R Shares 44% 3 60 0 1.04% 6.25%
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares 0% 3 60 0 0.67% 7.52%
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional Trust: MFS Institutional International Equity Fund 89% 3 60 0 0.72% 2.79%
US EQUITY
Small Growth TSCIX Managers AMG Funds: TimesSquare Small Cap Growth Fund; Institutional Class Shares 94% 3 60 0 1.19% 6.3%
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.39%
Small Growth ARTSX Artisan Partners Funds 69% 3 60 0 1.07% 9.04%
LARGE GROWTH JIGAX JPMorgan Trust I: JPMorgan Intrepid Growth Fund; Class A Shares 33% 3 60 0 0.84% 8.53%
LARGE BLEND BPEQX UBS Funds: UBS US Large Cap Equity Fund; Class Y Shares 0% 3 60 0 0.7% 1.19%
SMALL BLEND ARTVX Artisan Partners Funds 0% 3 60 0 1.2% 16.64%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 0.8%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
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