457 & 401 Plans
For 401 defined contribution and 457 deferred compensation retirement plans, MissionSquare Retirement makes available a variety of investment options. Many of those investment options are MissionSquare or MSQ Funds, which are collective trust funds sponsored by the VantageTrust Company.
Some or all of the Funds listed below may not be available in your plan. To view the specific investments available in your plan, including fee-adjusted performance data, log in to your account online or contact MissionSquare Plan Services.
Each Fund listed below is invested in a single underlying MissionSquare Fund or in a single third-party mutual fund. While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses.
| Stable Value/Cash Management |
|---|
| MissionSquare PLUS Fund |
| Bond |
| MissionSquare Core Bond Index Fund |
| MSQ Western Asset Core Plus Bond Fund |
| MissionSquare Inflation Focused Fund |
| MSQ PIMCO High Yield Fund |
| Balanced/Asset Allocation |
| MissionSquare Retirement Target Income Fund |
| MissionSquare Retirement Target 2015 Fund |
| MissionSquare Retirement Target 2020 Fund |
| MissionSquare Retirement Target 2025 Fund |
| MissionSquare Retirement Target 2030 Fund |
| MissionSquare Retirement Target 2035 Fund |
| MissionSquare Retirement Target 2040 Fund |
| MissionSquare Retirement Target 2045 Fund |
| MissionSquare Retirement Target 2050 Fund |
| MissionSquare Retirement Target 2055 Fund |
| MissionSquare Retirement Target 2060 Fund |
| MissionSquare Model Portfolio Conservative Growth Fund |
| MissionSquare Model Portfolio Traditional Growth Fund |
| MissionSquare Model Portfolio Long-Term Growth Fund |
| MissionSquare Model Portfolio Global Equity Growth Fund |
| MSQ Puritan® Fund |
| U.S. Stock Funds |
| MissionSquare Equity Income Fund |
| MSQ MFS Value Fund |
| MSQ BlackRock Equity Dividend Fund |
| MissionSquare 500 Stock Index Fund |
| MissionSquare Broad Market Index Fund |
| MissionSquare Growth & Income Fund |
| MSQ Parnassus Core Equity Fund |
| MSQ Invesco Main Street Fund |
| MissionSquare Growth Fund |
| MSQ Contrafund® |
| MSQ T. Rowe Price® Growth Stock Fund |
| MissionSquare Select Value Fund |
| MSQ Victory Sycamore Established Value Fund |
| MissionSquare Mid/Small Company Index Fund |
| MissionSquare Aggressive Opportunities Fund |
| MSQ AMG TimesSquare Mid Cap Growth Fund |
| MSQ Carillon Eagle Mid Cap Growth Fund |
| MSQ JPMorgan Small Cap Value Fund |
| MissionSquare Small Cap Discovery Fund |
| MSQ Invesco Discovery Fund |
| International/Global Stock |
| MissionSquare International Fund |
| MissionSquare Overseas Equity Index Fund |
| MSQ Diversified International Fund |
| MissionSquare Emerging Markets Fund |
| Specialty |
| MSQ Cohen & Steers Realty Shares Fund |
Investors should carefully consider their own investment goals, risk tolerance and liquidity needs before making an investment decision. Investing involves risk, including possible loss of the amount invested. The Funds’ offering and disclosure documents include a complete summary of all fees, expenses, financial highlights, investment objectives and strategies, and risks, and should be carefully reviewed before investing. This information is available when you log in at www.missionsq.org/login, or upon request by calling (800) 669-7400.