2025 RPB Fund
Lineup Changes
New Tier 2 funds
If you have the knowledge and time to build your own retirement portfolio, the changes to the Tier 2 lineup will give you a more effective and efficient toolkit.
On May 1, 2025:
Five new actively managed funds will be added to Tier 2.
| NEW FUNDS | |
|---|---|
Fidelity Blue Chip Growth Fund Class K | Large Company Growth |
Dodge & Cox Stock Fund Class I | Large Company Value |
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 | Small/Midsize Company |
Hartford Schroders International Stock Fund Class SDR | International Large Company |
Fidelity Total Bond K6 Fund | Intermediate Term Bond |
Three of the Vanguard index mutual funds will be replaced with equivalent trust versions that offer the same investment strategies for lower fees.
| CURRENT FUND | REPLACEMENT FUND | |
|---|---|---|
Vanguard Institutional Index Institutional Plus Shares |
→ | Vanguard Institutional 500 Index Trust Unit Class D |
Vanguard Total Bond Market Index Fund Institutional Share |
→ | Vanguard Institutional Total Bond Market Index Trust Unit Class D |
Vanguard Developed Markets Index Fund Institutional Shares |
→ | Vanguard Developed Markets Index Trust Unit Class D |
We’re replacing the RPB Capital Preservation Fund with a trust that has the same investment strategy.
| CURRENT FUND | REPLACEMENT FUND | |
|---|---|---|
RPB Capital Preservation Fund |
→ | GSAM Stable Value Collective Trust Institutional Series Class 1 |
We’re eliminating two funds to streamline your Tier 2 choices. The balances in these funds will be automatically moved to the GSAM Stable Value Collective Trust, which has a similar investment objective of lower volatility.
| NO LONGER AVAILABLE after May 1, 2025 |
|
|---|---|
Vanguard Short-Term Bond Index Institutional Shares | Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares |
- Unlike mutual funds, trusts (like those offered by Vanguard in the RPB 403(b) plan) are exempt from registration under the Securities Act of 1933. Investments in the trusts are not deposits or obligations of, or guaranteed by, the U.S. government or its agencies.