UKG Retirement Savings Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Freedom Index 2025 Instl Prem	ffedx	C	U.S. All Cap	11	0%
Fidelity Freedom Index 2030 Instl Prem	ffegx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2035 Instl Prem	ffezx	C	U.S. All Cap	16	0%
Fidelity Freedom Index 2040 Instl Prem	ffizx	C	U.S. All Cap	17	0%
Fidelity Freedom Index 2060 Instl Prem	fflex	C	U.S. All Cap	17	0%
Fidelity Freedom Index 2045 Instl Prem	ffolx	C	U.S. All Cap	17	0%
Fidelity Freedom Index 2055 Instl Prem	ffldx	C	U.S. All Cap	17	0%
Fidelity Freedom Index 2050 Instl Prem	ffopx	C	U.S. All Cap	17	0%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
Harbor Small Cap Value Fund Institutional Class	HASCX	D++	U.S. Small Cap	31	0.84%
FIAM Index Target Date Income Y		C	U.S. Large Cap	4	0.08%
Fidelity Freedom Index 2005 Instl Prem	ffgfx	C	U.S. Large Cap	5	0%
Fidelity Freedom Index 2010 Instl Prem	ffwtx	C	U.S. All Cap	7	0%
Fidelity Freedom Index 2015 Instl Prem	fiwfx	C	U.S. All Cap	8	0%
Fidelity Freedom Index 2020 Instl Prem	fiwtx	C	U.S. All Cap	10	0%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth I	TBCIX	F--	U.S. Large Cap - Growth	25	0%
Fidelity Extended Market Index	FSMAX	A+	U.S. Small Cap - Growth	27	0%
ClearBridge Small Cap Growth Fund Class IS	LMOIX	B+	U.S. Small Cap - Growth	27	0.79%
U.S. Equities - Value
Diamond Hill Large Cap Fund Class Y	DHLYX	B++	U.S. Large Cap - Value	22	0.66%
Global & Intl. Equity
Fidelity Total International Index	FTIHX	A	International Large Cap	18	0%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	19	0.49%
Bonds
Vanguard Federal Money Market Fund Investor Shares	VMFXX	C	U.S. Cash / Money Market	0	0%
Putnam Stable Value Fund		C	U.S. Cash / Money Market	0	0%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
BlackRock Total Return Fund Class K	MPHQX	A-	Bond - Multi Sector	3	0.61%

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