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| Plan | Underlying investments: |
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Stable Value Plus College Savings Program Colorado |
A funding agreement issued by MetLife Insurance Company. |
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The ScholarShare College Savings Plan California |
Actively-managed portfolios: T. Rowe Price, TIAA-CREF, DFA, PIMCO. Index-fund portfolios: TIAA-CREF. The Principal Plus Interest Option is provided through a funding agreement with TIAA-CREF Life. |
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CollegeChoice 529 Direct Savings Plan Indiana |
Age-Based Option: Vanguard index funds, Loomis Sayles, and money market fund Individual Portfolios: Mutual funds from Dodge & Cox, Scout Investments, Vanguard, and Western Asset. The Savings Portfolio invests in the Sallie Mae High-Yield Savings account. |
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CollegeBoundfund (Direct-sold, Alternative RI) Rhode Island |
AllianceBernstein mutual funds along with three Vanguard index funds. |
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CollegeBoundfund (Advisor-sold) Rhode Island |
AllianceBernstein mutual funds. |
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CollegeAccess 529 (Direct-sold) South Dakota |
Allianz, Boston Company, Franklin Templeton, ING, NFJ, PIMCO, Royce, Thornburg, and TIAA-CREF. |
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NextGen College Investing Plan -- Client Select Series Maine |
Allianz/PIMCO, BlackRock, Eaton Vance, Franklin Templeton, MainStay, MFS and Thornburg mutual funds. The Principal Plus Portfolio consists of one or more guaranteed investment contracts issued by one or more insurance companies, corporate fixed-income investments, cash equivalents and/or similar instruments. The NextGen Savings Portfolio is comprised of an interest-bearing bank deposit account with Bank of America, N.A. |
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Learning Quest 529 Education Savings Program (Direct-sold) Kansas |
American Century and Vanguard mutual funds. |
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Nebraska Education Savings Trust -- Advisor College Savings Plan Nebraska |
American Century, Dreyfus, Federated, State Street, iShares, Tributary, T. Rowe Price, Vanguard, PIMCO, and Goldman Sachs. |
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CollegeAmerica Virginia |
American Funds mutual funds. |
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MOST - Missouri's 529 Advisor Plan Missouri |
American Funds, American Century Investment Management, Inc., BlackRock iShares, Columbia Management Group, DWS Investments, Franklin Templeton Investments, PIMCO, Scout Investment Advisors, T. Rowe Price, Van Kampen Investments. |
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CollegeWealth Virginia |
Bank, savings and loan or credit-union issued deposit accounts, insured up to allowable limits by the FDIC or NCUA, respectively. |
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NextGen College Investing Plan -- Client Direct Series Maine |
BlackRock, Franklin Templeton, iShares, and MFS. The Principal Plus Portfolio consists of one or more guaranteed investment contracts issued by one or more insurance companies, corporate fixed income investments, cash equivalents and/or similar instruments. The NextGen Savings Portfolio is comprised of an interest-bearing bank deposit account with Bank of America, N.A. |
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DC 529 College Savings Program (Advisor-sold) District of Columbia |
Calvert and State Street mutual funds. The Stability of Principal Option consists of a funding agreement with Acacia Life Insurance Company which guarantees principal and a minimum 3% annual rate of interest to the Trust. |
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DC 529 College Savings Program (Direct-sold) District of Columbia |
Calvert and State Street mutual funds. The Stability of Principal Option consists of a funding agreement with Acacia Life Insurance Company which guarantees principal and a minimum 3% annual rate of interest to the Trust. |
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Future Scholar 529 College Savings Plan (Direct-sold) South Carolina |
Columbia mutual funds, Vanguard funds, iShares Barclays TIPS Bond Fund, and a BB&T bank deposit account. |
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SMART529 Select West Virginia |
Dimensional Fund Advisors Inc. |
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Smart Choice College Savings Plan Colorado |
FDIC-insured bank deposit accounts with FirstBank. FDIC insurance is subject to limitations. |
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Arizona Family College Savings Program -- CollegeSure® 529 Plan Arizona |
FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank. |
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CollegeChoice CD 529 Savings Plan Indiana |
FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank. |
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Montana Family Education Savings Program -- Bank Plan Montana |
FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank. |
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Fidelity Advisor 529 Plan New Hampshire |
Fidelity Advisor Funds and Fidelity Cash Reserves. |
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Fidelity Arizona College Savings Plan Arizona |
Fidelity Investments, Aston, BlackRock, Credit Suisse, DWS Investments, Harbor, JPMorgan, Royce, Acadian Funds, Causeway, MFS, William Blair, Eaton Vance, and PIMCO mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account. |
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U.Fund College Investing Plan Massachusetts |
Fidelity Investments, Aston, BlackRock, Credit Suisse, Harbor, JPMorgan, Royce, Acadian Funds, Causeway, MFS, William Blair, Western Asset, Natixis, Invesco, Eaton Vance, and PIMCO mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account. |
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UNIQUE College Investing Plan New Hampshire |
Fidelity Investments, Aston, BlackRock, Credit Suisse, Harbor, JPMorgan, Royce, Acadian Funds, Causeway, MFS, William Blair, Western Asset, Natixis, Invesco, Eaton Vance, and PIMCO mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account. |
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Delaware College Investment Plan Delaware |
Fidelity Investments, Aston, BlackRock, Credit Suisse, Harbor, JPMorgan, Royce, Acadian Funds, Causeway, MFS, William Blair, Western Asset, Natixis, Invesco, Eaton Vance, and PIMCO mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account. |
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Franklin Templeton 529 College Savings Plan New Jersey |
Franklin Templeton mutual funds, a Franklin Templeton stable value portfolio and one JPMorgan-managed fund. |
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NJBEST 529 College Savings Plan New Jersey |
Franklin Templeton mutual funds, a S&P 500 index fund managed by JPMorgan, and a Franklin Templeton stable value portfolio. |
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The Hartford SMART529 West Virginia |
Hartford Funds, three MFS funds, and Invesco Stable Value. |
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Connecticut Higher Education Trust (CHET) -- Advisor Plan Connecticut |
Hartford mutual funds plus three ETF funds. |
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Florida 529 Savings Plan Florida |
Investment portfolios separately managed by Columbia Management Advisors LLC, Quantitative Management Associates LLC, Fiduciary Management Inc., Northern Trust Investments N.A., and Federated Investment Counseling. |
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The Education Plan's College Savings Program New Mexico |
Investments managed by OppenheimerFunds Inc. and its affiliates along with Vanguard and Dreyfus. |
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iShares 529 Plan Arkansas |
iShares exchange traded funds (ETFs). |
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CollegeChoice Advisor 529 Savings Plan Indiana |
iShares exchange-traded funds (ETF) from BlackRock Institutional Trust Company, N.A. and mutual funds offered by American Funds, BlackRock Advisors, Columbia Management, PIMCO, and T. Rowe Price. The Savings Portfolio invests in the Sallie Mae High-Yield Savings account. |
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Ivy Funds InvestEd Plan Arizona |
Ivy Funds and Waddell & Reed Advisors Funds. |
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Scholars Choice College Savings Program Colorado |
Legg Mason Capital Management, ClearBridge Advisors, Batterymarch, Royce & Associates, Brandywine, Thornburg, and Western Asset Management. |
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MFS 529 Savings Plan Oregon |
MFS mutual funds. |
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Texas College Savings Plan Texas |
Mutual funds and investment strategies managed by OppenheimerFunds, The Dreyfus Corporation, TIAA-CREF, Thornburg Investments and Vanguard. |
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Virginia529 inVEST Virginia |
Mutual funds and separately-managed accounts from Vanguard, Rothschild Asset Management, American Funds, Aberdeen, Prudential, Stone Harbor, Morgan Stanley, Franklin Templeton, INVESCO, and Parnassus. |
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John Hancock Freedom 529 Alaska |
Mutual funds from American Century Investments, American Funds, BlackRock, Columbia Management, Davis Advisors, Declaration, Deutsche Asset Management, Dimensional Fund Advisors, Epoch, Franklin Templeton Investments, Frontier Capital Management, GMO, Invesco AIM, Jennison Associates, John Hancock, Lord Abbett, Marsico Capital Management LLC, MFC Global Investment Management, Oppenheimer Funds, Perimeter Capital Management, PIMCO, Rainier, RiverSource Investments, Robeco, State Street Global Advisors, Stone Harbor Investment Partners, T. Rowe Price, UBS Global Asset Management, Van Kampen Investments, Wellington Management, Wells Capital Management, and Western Asset Management Company. |
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Learning Quest Advisor Kansas |
Mutual funds from American Century, OppenheimerFunds®, Principal® Financial Group, Columbia Management, and American Beacon |
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BlackRock CollegeAdvantage 529 Plan Ohio |
Mutual funds from BlackRock, Ranier, ING, Wells Fargo and iShares ETFs. |
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Future Scholar 529 College Savings Plan (Advisor-sold) South Carolina |
Mutual funds from Columbia, American Century, DFA, Fidelity, JP Morgan, MFS, Nuveen Wislow, and Franklin Templeton, ETFs from iShares, and a BB&T bank deposit account. |
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IAdvisor 529 Plan Iowa |
Mutual funds from ING, BlackRock, CBRE Clarion, Delaware, JP Morgan, RBC PIMCO, Thornburg, and Wellington. |
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Putnam 529 for America Nevada |
Mutual funds from Putnam, MFS, Principal, Federated, Fidelity. and State Street. |
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Oregon College Savings Plan Oregon |
Mutual funds from TIAA-CREF and nine other mutual fund families. The Principal Plus Interest Portfolio provides a return of principal and guaranteed rate of interest under a funding agreement with TIAA-CREF Life Insurance Company. |
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CollegeAccess 529 (Advisor-sold) South Dakota |
Mutual funds managed by Allianz, Boston Company, Columbia, Dodge & Cox, Franklin Templeton, ING, NFJ, PIMCO, Royce, TIAA-CREF and Thornburg. |
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Tomorrow's Scholar 529 Plan Wisconsin |
Mutual funds managed by ING, TIAA-CREF, BlackRock, Columbia, Wells Fargo, CBRE Clarion, Wellington, Thornburg, Ballie Gifford, T. Rowe, Templeton, JP Morgan, Delaware, and PIMCO. |
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Lonestar 529 Plan Texas |
Mutual funds managed by OppenheimerFunds, The Dreyfus Corporation, Thornburg, and TIAA-CREF. |
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MI 529 Advisor Plan Michigan |
Mutual funds managed by TIAA-CREF, Allianz-affiliated companies and PIMCO. |
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Edvest Wisconsin |
Mutual funds managed by TIAA-CREF, DFA, and PIMCO. |
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Oklahoma Dream 529 Plan Oklahoma |
Mutual funds manged by Allianz-affiliated companies, PIMCO and TIAA-CREF. |
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Bright Start College Savings Program -- Advisor-sold Plan Illinois |
OFI-managed investment strategies and mutual funds and an American Century bond fund. |
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State Farm College Savings Plan Nebraska |
OppenheimerFunds mutual funds, Federated U.S. Government Securities Fund, and State Farm Bond Fund. |
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Scholar'sEdge New Mexico |
OppenheimerFunds, American Century, and MainStay mutual funds; the Capital Preservation Portfolio invests primarily in investment contracts issued by New York Life Insurance Company. |
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Bright Directions College Savings Program Illinois |
PIMCO, BlackRock, DFA, Dodge & Cox, American Century, Delaware Funds, Eaton Vance, Northern Funds, William Blair, ING, T. Rowe Price, Calvert, Templeton, Artisan, NCM Capital, Ariel Investments, Oppenheimer Funds, Sit Mutual Funds, Touchstone, John Hancock, and Vanguard (Class F only). |
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CollegeCounts 529 Fund Advisor Plan Alabama |
PIMCO, BlackRock, T. Rowe Price, Northern Funds, Fidelity, American Century, William Blair, Lazard, Neuberger Berman, Lord Abbett, and Cohen & Steers, Credit Suisse, DFA, ING, Templeton, Touchstone |
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CollegeCounts 529 Fund Alabama |
PIMCO, Vanguard, T. Rowe Price, and Fidelity mutual funds. |
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New York's 529 Advisor-Guided College Savings Plan New York |
Primarily JPMorgan, but also funds from SSgA. |
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Schwab 529 College Savings Plan Kansas |
Schwab, Laudus, American Century, American Beacon, Baron, Metropolitan West Asset Management and PIMCO mutual funds. |
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SSgA Upromise 529 Plan Nevada |
SPDR ETFs, where applicable, a SSgA money market mutual fund and a Sallie Mae High-Yield Savings Account. |
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Nebraska Education Savings Trust -- Direct College Savings Plan Nebraska |
State Street, Tributary, T. Rowe Price, Vanguard, iShares, PIMCO, and Goldman Sachs. |
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T. Rowe Price College Savings Plan Alaska |
T. Rowe Price mutual funds. |
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University of Alaska College Savings Plan Alaska |
T. Rowe Price mutual funds. |
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College Savings Plans of Maryland -- College Investment Plan Maryland |
T. Rowe Price mutual funds. |
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Bright Start College Savings Program -- Direct-sold Plan Illinois |
The Blended Portfolios invest in OFI-managed investment strategies and mutual funds, and an American Century bond fund. The Index Portfolios invest in Vanguard mutual funds. |
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National College Savings Program 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. The Dependable Income Fund uses the state treasurer's short-term investment portfolio. |
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Connecticut Higher Education Trust (CHET) Connecticut |
TIAA-CREF institutional mutual funds and funds from six outside mutual fund families, GMO, DFA, GE, T Rowe Price, Templeton & Thornburg. 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 of interest (actual rate is declared annually). |
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Michigan Education Savings Program Michigan |
TIAA-CREF institutional mutual 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). |
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Path2College 529 Plan Georgia |
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 1% - 3% annual rate of interest (actual rate, which may be greater, is declared annually). |
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Mississippi Affordable College Savings (MACS) Program Mississippi |
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 3% rate of interest (actual rate is declared annually). |
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Oklahoma College Savings Plan 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. |
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Minnesota College Savings Plan Minnesota |
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 of interest (actual rate is declared annually). |
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MACS 529 Advisor Program Mississippi |
TIAA-CREF institutional mutual funds; the Guaranteed Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and an annual rate of interest of 1% to 3% (actual rate is declared annually). |
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Kentucky Education Savings Plan Trust Kentucky |
TIAA-CREF institutional mutual funds; the Guaranteed Option is invested in a funding agreement with TIAA-CREF Life Insurance Company that guarantees principal and, until January 2010, a minimum 3% annual rate of interest (actual rate is declared annually). |
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Vermont Higher Education Investment Plan Vermont |
TIAA-CREF institutional mutual funds; the Principal Plus Interest Option is issued by TIAA-CREF Life Insurance Company. |
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USAA 529 College Savings Plan Nevada |
USAA mutual funds. |
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TNStars College Savings 529 Program Tennessee |
Vanguard and DFA in the age-based option; Vanguard, DFA, Maxim, and Primecap in the individual options |
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SMART529 WV Direct College Savings Plan West Virginia |
Vanguard index funds, INVESCO stable value. |
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START Saving Program Louisiana |
Vanguard LifeStrategy funds (in the Age-Based Option), the Louisiana State Treasurer's fund, and Vanguard Index Funds. |
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Pennsylvania 529 Investment Plan Pennsylvania |
Vanguard mutual funds |
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Utah Educational Savings Plan (UESP) Utah |
Vanguard mutual funds, an FDIC-insured savings account held at Zions First National Bank, and the Utah Public Treasurers' Investment Fund. |
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GIFT College Investing Plan Arkansas |
Vanguard mutual funds, Sallie Mae |
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Direct Portfolio College Savings Plan Colorado |
Vanguard mutual funds. |
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Hawaii's College Savings Program Hawaii |
Vanguard mutual funds. |
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Idaho College Savings Program (IDeal) Idaho |
Vanguard mutual funds. |
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College Savings Iowa Iowa |
Vanguard mutual funds. |
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MOST - Missouri's 529 College Savings Plan (Direct-sold) Missouri |
Vanguard mutual funds. |
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Montana Family Education Savings Program -- Investment Plan Montana |
Vanguard mutual funds. |
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The Vanguard 529 Savings Plan Nevada |
Vanguard mutual funds. |
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New York's 529 College Savings Program -- Direct Plan New York |
Vanguard mutual funds. |
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College SAVE North Dakota |
Vanguard mutual funds. |
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TD Ameritrade 529 College Savings Plan Nebraska |
Vanguard, American Century, iShares, State Street, Tributary, T. Rowe Price, Goldman Sachs, and PIMCO mutual funds. |
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Ohio CollegeAdvantage 529 Savings Plan Ohio |
Vanguard, PIMCO, OppenheimerFunds and GE Asset Management mutual funds; certificates of deposit and savings accounts from Fifth Third Bank. |

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