Union Bank Pension 401(K) 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
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	F	U.S. All Cap	10	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	12	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	14	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	16	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	17	0.19%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	17	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	17	0.19%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	D	U.S. Large Cap	21	0.02%
T. Rowe Price Small-Cap Stock Fund	OTCFX	B++	U.S. Small Cap	24	0.91%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	6	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	F	U.S. Large Cap	8	0.17%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund	TRBCX	F--	U.S. Large Cap - Growth	25	0.74%
Vanguard Extended Market Index Fund Institutional Plus Shares	VEMPX	A+	U.S. Small Cap - Growth	27	0.06%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C+	U.S. Mega Cap - Value	21	0.21%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	A	International Large Cap	18	0.12%
Templeton Institutional Fund International Equity Series Primary Shares	TFEQX	A++	Pacific	19	0.79%
Harbor International Fund Institutional Class	HAINX	A	International Large Cap	19	0.74%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Plan Class	MWTSX	B-	Bond - Multi Sector	3	0.39%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%
HighMark Value Fund Fiduciary Class	HMVMX		Other	0	1%

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