the johns hopkins university retirement plan investment ... · the johns hopkins university...
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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
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