Compare 529 Plans by Features

Plan

Underlying investments

Vanguard,T. Rowe Price, DFA, PGIM Investments, PIMCO, Fidelity and Dodge & Cox

T. Rowe Price, DFA, Northern Funds, PGIM Investments, Fidelity, American Century, Vanguard, Neuberger Berman, Templeton, Touchstone, Principal, Credit Suisse, PIMCO, AllianceBernstein, BlackRock, and State Street.

T. Rowe Price mutual funds.

John Hancock, T. Rowe Price, Allspring, American, Axiom, Bain Capital, Boston Partners, Dimensional, Epoch, Graham, Jennison, Manulife, Pictet, Redwood, Wellington

T. Rowe Price mutual funds.

Fidelity Investments. For the Bank Deposit Portfolio only, a deposit in an FDIC-insured interest-bearing account (Wells Fargo).

FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank, a Division of NexBank

Goldman Sachs, Schwab

Vanguard mutual funds, Sallie Mae

iShares exchange traded funds (ETFs), BlackRock Fund Advisors, Sallie Mae

T. Rowe Price, TIAA-CREF, DFA, Vanguard, MetWest, PIMCO. The Principal Plus Interest Option is provided through a funding agreement with TIAA-CREF Life.

Vanguard mutual funds.

Dimensional Fund Advisors LP, Dodge & Cox Funds, Harris Associates L.P. (Oakmark Funds), Nuveen Fund Advisors, LLC, Principal Funds, Inc., Teachers Advisors, LLC, T. Rowe Price Associates, Inc., Western Asset Management Company, LLC, TIAA-CREF Life Insurance Company

FDIC-insured bank deposit accounts with FirstBank. FDIC insurance is subject to limitations.

A funding agreement issued by Nationwide Mutual Insurance Company.

Fidelity Advisor Funds and Fidelity Series Funds

Fidelity Investments. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account (Wells Fargo). The T-C Life Funding Agreement is issued and managed by TIAA-CREF Life Insurance Company).

Fidelity Investments. For the Bank Deposit Portfolio only, a deposit in an FDIC-insured interest-bearing account (Wells Fargo).

DC College Savings Plan

District of Columbia

BlackRock, Vanguard, Loomis Sayles, JP Morgan, Dimensional Fund Advisors (DFA), Schwab, and Ameritas Life.

Underlying investments managed by Vanguard, BlackRock, Dimensional Fund Advisors (DFA), Eaton Vance, Florida PRIME and Wellington Management

TIAA-CREF, DFA and Vanguard mutual funds; the Principal Plus Interest Portfolio is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a minimum 1% - 3% annual rate of interest (actual rate, which may be greater, is declared in advance for a period of 12 months).

Vanguard mutual funds.

Vanguard mutual funds, Sallie Mae

T. Rowe Price, DFA, Dodge & Cox, BlackRock, Fidelity, American Century, Baird Funds, Delaware Funds, Harbor Funds, Northern Funds, iShares, Principal Funds, Calvert, Credit Suisse, Alliance Bernstein, PGIM Investments, Ariel Investments, MFS, Invesco, American Beacon, Sit Mutual Funds, Vanguard (F only) and UBT/Nelnet

Vanguard, T. Rowe Price, DFA, Dodge & Cox, BlackRock, Baird Funds, Ariel Investments, Invesco, BNY Mellon, Nuveen, DWS.

Year of Enrollment Portfolios: Vanguard, Schwab, iShares, BlackRock, money market fund and savings account Individual Portfolios: Funds from Vanguard, JP Morgan, Carillon Tower Advisors, DFA, SSGA, and AQR The Savings Portfolio invests in the NexBank High-Yield Savings account.

Vanguard, Schwab, BlackRock, DFA, American Funds, T. Rowe Price, Carillon Tower Advisors, Diamond Hill, PIMCO. The Savings Portfolio invests in the NexBank High-Yield Savings account and the Capital Preservation Portfolio invests in the New York Life Guaranteed Interest Account.

FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank, a Division of NexBank.

Vanguard mutual funds.

Voya mutual funds and other mutual funds managed by Baillie Gifford Overseas Limited; BlackRock Financial Management, Inc.; Brandywine Global Investment Management, LLC; Brookfield Investment Funds; Credit Suisse Asset Management, LLC; Delaware Investments Fund Advisers; Hahn Capital Management, LLC; Invesco, LSV Asset Management; Polaris Capital Management, LLC; Van Eck Associates Corporation; Voya Investment Management Co. LLC; and Wellington Management Company LLP.

American Century, Vanguard and Baird mutual funds.

Mutual funds from American Century, T. Rowe Price, Principal Financial Group, and American Beacon

American Beacon, American Century, Baird, JP Morgan, Laudus, Schwab, Metropolitan West Asset Management, Vanguard, TCW Group

KY Saves 529

Kentucky

Mutual funds and ETFs from American Funds, Baird Advisors, BlackRock, Cohen & Steers Capital Management, Inc. (Cohen & Steers), Dimensional Fund Advisors (DFA), PGIM Investments LLC (PGIM Investments), Charles Schwab Investment Management, Inc. (Schwab), Vanguard, iShares and SPDR.

Vanguard LifeStrategy funds (in the Age-Based Option), the Louisiana State Treasurer's fund, and Vanguard Index Funds.

BlackRock, iShares. The Principal Plus Portfolio consists of one or more GIAs issued by one or more insurance companies, deposits in an interest-bearing FDIC-insured bank account at Bank of America, N.A., and to the extent approved by FAME, corporate fixed-income investments and/or similar instruments. . The NextGen Savings Portfolio is comprised of an interest-bearing bank deposit account with Bank of America, N.A.

American Century, BlackRock, Franklin Templeton, Lord Abbett, MainStay, MFS or Neuberger Berman mutual funds. The Principal Plus Portfolio consists of one or more GIA issued by one or more insurance companies, deposits in an interest-bearing FDIC-insured bank account at Bank of America, N.A., and to the extent approved by FAME, corporate fixed-income investments and/or similar instruments. The NextGen Savings Portfolio is comprised of an interest-bearing bank deposit account with Bank of America, N.A.

T. Rowe Price mutual funds and Vanguard index fund

Fidelity Investments. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account (Wells Fargo).

Mutual funds managed by Nuveen Asset Management, LLC, TIAA Investments, LLC, Symphony Asset Management, Santa Barbara Asset Management, Harding Loevner, Oakmark Funds, Dimensional Fund Advisors, MetWest Funds, Harbor Funds and Ariel Investments

TIAA-CREF, Vanguard, Schwab and iShares funds. The Principal Plus Interest Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a minimum annual rate (actual rate is declared annually).

TIAA-CREF institutional mutual funds; Vanguard and DFA funds. The Principal Plus Interest Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a minimum rate of interest (actual rate is declared annually).

TIAA-CREF, Vanguard and Schwab mutual funds; the Guaranteed Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a rate of interest between 1% and 3% (actual rate is declared annually).

Vanguard and Dimensional Fund Advisors funds

Vanguard, DFA, iShares and Schwab funds, New York Life

Vanguard, T. Rowe Price, DFA, MetWest, State Street, iShares, Goldman Sachs, Nuveen, and VanEck Vectors

Vanguard, T. Rowe Price, DFA, MetWest, State Street, Fidelity, PGIM Investments, American Funds, Dodge & Cox and Northern Funds. The Bank Savings option invests in an FDIC-insured savings account held in trust at Union Bank and Trust Company and/or Nelnet Bank.

Vanguard, T. Rowe Price, DFA, MetWest and State Street. The Bank Savings option invests in an FDIC-insured savings account held in trust at Union Bank and Trust Company and/or Nelnet Bank.

Vanguard, DFA, Goldman Sachs, iShares, and State Street The Bank Savings option invests in an FDIC-insured savings account held in trust at Union Bank and Trust Company and/or Nelnet Bank.

JP Morgan ETFs, where applicable, mutual funds managed by JPMIM Funds Management, Inc.

Mutual funds from Putnam, MFS, Principal, Federated, and State Street.

Vanguard mutual funds.

Victory Funds mutual funds

Vanguard and iShares ETFs

Fidelity Advisor Funds, Fidelity Series Funds

Fidelity Investments. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account (Wells Fargo).

Franklin Templeton funds, affiliate funds (Brandywine Global Investment Management, LLC, Clarion Partners, LLC, ClearBridge Investments, LLC, Martin Currie Investment Management Limited, Royce Investment Partners and Western Asset Management Company, LLC), Ariel Fund, iShares, Schwab, and Vanguard.

Franklin Templeton funds, affiliate funds (Brandywine Global Investment Management, LLC, Clarion Partners, LLC, ClearBridge Investments, LLC, Martin Currie Investment Management Limited, Royce Investment Partners and Western Asset Management Company, LLC), Ariel Fund, iShares, Schwab, and Vanguard.

Scholar's Edge

New Mexico

Principal, BlackRock, Vanguard, JPMorgan, and New York Life. Subadvisor MacKay Shields LLC

Vanguard, Schwab, SSGA, BlackRock, New York Life, TIAA-CREF, American Funds, DFA, and PGIM Investments

Primarily JPMorgan, but also funds from SSGA.

Morgan Stanley Pathway Funds using over 20 3rd party underlying institutional-caliber fund managers.

NC 529 Plan

North Carolina

The Vanguard Age-Based option offers a choice between Aggressive, Moderate or Conservative Tracks all of which invest in Vanguard mutual funds. The multi-fund and individual options invest in Vanguard mutual funds also.

Vanguard mutual funds.

Vanguard mutual funds.

Mutual funds from BlackRock and iShares ETFs.

Vanguard and DFA mutual funds; certificates of deposit and savings accounts from Fifth Third Bank, National Association.

Oklahoma 529

Oklahoma

TIAA-CREF institutional mutual funds; the Guaranteed Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and a minimum rate based on the average five-year Constant Maturity Treasury Rate reported by the Federal Reserve.

Fidelity Advisor Funds and Fidelity Series Funds

MFS mutual funds.

American Beacon, Champlain, Dimensional Funds, DoubleLine, LSV, MetWest, TIAA, T. Rowe Price, and Vanguard

Vanguard mutual funds

Invesco mutual funds and ETFs.

Invesco, Vanguard, Schwab and BlackRock.

Mutual funds from Columbia Management, Legg Mason/Clearbridge Investments, Dimensional Fund Advisors, American Century Investments, Fidelity, BlackRock, iShares, Carillon Clarivest Capital, Janus, Vanguard, MFS, J.P. Morgan Asset Management, PGIM, Principal and a BB&T bank deposit account.

Columbia mutual funds, Vanguard funds, iShares, and a BB&T bank deposit account.

Virtus Investment Partners, American Funds, AllianceBernstein, DFA, Dodge & Cox, Metropolitan West, Morgan Stanley, Parametric, PIMCO and TIAA-CREF.

Virtus Investment Partners, American Funds, DFA, Dodge & Cox, Metropolitan West, PIMCO and TIAA.

Vanguard in the age-based option; Vanguard, DoubleLine, Western Asset and Primecap in the individual options.

Artisan, Baird, DFA, Dodge & Cox, Eaton Vance, Federated Hermes, Neuberger Berman, New York Life, PIMCO, T. Rowe Price, Vanguard

Mutual funds and investment strategies managed by DFA, Eaton Vance, Federated Hermes, Vanguard and New York Life

my529

Utah

20 Vanguard mutual funds, eight Dimensional mutual funds, the PIMCO Interest Income Fund, and FDIC-insured accounts held in trust by my529 at Sallie Mae Bank and U.S. Bank National Association (U.S. Bank).

Mutual funds from TIAA, Vanguard, DFA, and the TIAA-CREF Life Insurance Company Funding Agreement. Brinker Capital Investments, LLC (Investment Manager)

American Funds mutual funds.

Invest529

Virginia

Atlantic Union Bank, Blackstone Property Partners, Capital Research & Management Co., Dimensional Fund Advisors, LP, Invesco Advisers, Inc., Neuberger Berman Investment Advisers, Parnassus Investments, PGIM Fixed Income, The Vanguard Group, Inc., Touchstone Investments, UBS Trumbull Property, Wellington Management Co., LLP; Tuition Track Portfolio may invest in Acadian Asset Management, LLC, BlackRock MSCI Equity Index, Capital Research & Management Co., Dimensional Fund Advisors, LP, Sands Capital Management , LLC, Adams Street Partners, Aether Investment Partners, LLC, Apogem Capital, Asia Alternatives Management, LLC, Aventura Holdings, LLC, Bain Capital Real Estate, Commonfund, Hamilton Lane, Horsley Bridge Partners, LGT Capital Partners, Morgan Stanley Real Estate Advisor, Inc., Neuberger Berman, Related Fund Management, LLC, Starwood Capital Group, LLC, Stockbridge Capital Group, LLC, UBS Realty Investors, LLC, Ares Capital Management, Brigade Capital Management, LP, The Carlyle Group, Chorus Capital Management, LTD, Dreyfus Cash Investment Strategies, Eagle Point Credit Management, LLC, Golub Capital, Loomis, Sayles & Company, LP, Monarch Alternative Capital, LP, Neuberger Berman, PGIM, Inc., Schroders Investment Management, Inc., Shenkman Capital Management, Inc., Wellington Management Co., LLP

Fidelity, Schwab, Vanguard

SMART529 Select

West Virginia

Dimensional Fund Advisors Inc.

Vanguard mutual funds and Invesco Stable Value portfolio

Hartford Funds mutual funds, two iShares (BlackRock) mutual funds, one MFS mutual fund, and an Invesco Stable Value portfolio

Edvest 529

Wisconsin

Mutual funds managed by TIAA-CREF, DFA, MetWest, and T. Rowe Price

Voya, under contract with TIAA-CREF Tuition Financing, Inc., manages Wisconsin's Tomorrow's Scholar® 529 savings program. Voya succeeded Wells Fargo as program manager in late October 2012. The revised program features nine age-based options, five static allocation options, and 18 single fund options investing in Voya mutual funds and other mutual funds managed by Baillie Gifford Overseas Limited; BlackRock Financial Management, Inc.; LLC; Brandywine Global Investment Management, LLC; Columbia Management Investment Advisers, LLC; LLC; Delaware Investments Fund Advisers; Northern Trust Investments, Inc.; Polaris Capital Management, LLC; Teachers Advisors, Inc.; Victory Capital Management Inc; Van Eck Associates Corporation; Voya Investment Management Co. LLC; Wellington Management Company LLP BlackRock (Singapore) Limited Invesco Advisers, Inc. T. Rowe Price Associates, Inc. PanAgora Asset Management, Inc. Change: Teachers Advisors, Inc. to Teachers Advisors, LLC.