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Plan Static investment options: Underlying investments:
Putnam 529 for America
Nevada
3 goal-based options (Aggressive Growth, Growth, and Balanced), 4 Putnam Absolute Return Funds options, and 11 individual-fund options. Mutual funds from Putnam, MFS, Principal, Federated, Fidelity. and State Street.
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
5 options are offered: Aggressive Growth, Growth, Balanced, Conservative, Checks and Balances, twelve individual fund options. Hartford mutual funds plus three ETF funds.
College SAVE
North Dakota
6 asset allocation portfolios are offered. The Aggressive Growth, Growth, Moderate Growth, and Conservative Growth portfolios invest in Vanguard stock and bond index funds. The Income Portfolio invests in a Vanguard bond index fund, inflation-protected securities fund, and a money market fund. The Money Market Portfolio invests 100% in the Vanguard Prime Money Market Fund. Vanguard mutual funds.
Utah Educational Savings Plan (UESP)
Utah
7 static investment options are offered, allowing selection among 2 individual-fund index portfolios, 2 equity-index, multi-fund portfolios, an FDIC-insured savings account with Zions First National Bank, and the State Treasurers' Investment Fund (one for Non-Utah residents and one for Utah residents). A seventh, the Customized Static Option, allows for a customized mix of investments using as many as 9 underlying investment choices. Vanguard mutual funds, an FDIC-insured savings account held at Zions First National Bank, and the Utah Public Treasurers' Investment Fund.
Connecticut Higher Education Trust (CHET)
Connecticut
8 options are offered: the Equity Index Option, the Active Equity Option, the High Equity Option, the Active Fixed-Income Option, the Social Choice Option, the Index Fixed-Income Option, the Principal Plus Interest Option, and the Money Market Option. 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).
CollegeAccess 529 (Direct-sold)
South Dakota
A multi-fund portfolio called the Diversified Bond Portfolio and 2 individual-fund portfolios, one invested in the PIMCO Real Return Fund, and one invested in the PIMCO All Asset Fund. Allianz, Boston Company, Franklin Templeton, ING, NFJ, PIMCO, Royce, Thornburg, and TIAA-CREF.
CollegeWealth
Virginia
Bank, savings and loan or credit-union issued deposit accounts, insured up to allowable limits by the FDIC or NCUA, respectively. Bank, savings and loan or credit-union issued deposit accounts, insured up to allowable limits by the FDIC or NCUA, respectively.
Vermont Higher Education Investment Plan
Vermont
Choose from among 4 multi-fund options (the Diversified Equity Option, the Equity Index Option, the Balanced Option, and the Fixed Income Option), and the Principal Plus Interest Option which guarantees principal and a stated rate of interest. TIAA-CREF institutional mutual funds; the Principal Plus Interest Option is issued by TIAA-CREF Life Insurance Company.
Stable Value Plus College Savings Program
Colorado
Funds are invested in a stable value investment under a funding agreement with MetLife Insurance Company. The interest rate is declared annually, with a minimum rate of 2% before fees. The 2013 rate of return is 3.04% per year, assuming the the 0.71% administrative fee remains in effect for calendar year 2013. MetLife resets the annual rate of return for the plan each January 1, and CollegeInvest makes the upcoming year's rate of return available the December before the rate is reset. A funding agreement issued by MetLife Insurance Company.
CollegeChoice Advisor 529 Savings Plan
Indiana
Select among 10 individual-fund portfolios with various investment managers. A FDIC-insured bank savings option is also offered. 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.
SMART529 Select
West Virginia
Select among 10 multi-fund portfolios with varying risk tolerances. Dimensional Fund Advisors Inc.
The ScholarShare College Savings Plan
California
Select among 12 multi-fund portfolios, 4 individual-fund portfolios (including the Social Choice Portfolio), and a principal-protection portfolio. 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.
TNStars College Savings 529 Program
Tennessee
Select among 13 individual options investing in Vanguard, DFA, Maxim or Primecap funds, or an interest bearing account option with First Tennessee Bank National Association. Vanguard and DFA in the age-based option; Vanguard, DFA, Maxim, and Primecap in the individual options
Scholars Choice College Savings Program
Colorado
Select among 14 investment options: 5 individual fund portfolios and nine static options. The static options consist of 5 multi-fund portfolios (Balanced 50/50, All Equity, All Fixed Income, Equity 80%, and Fixed Income 80%), the Cash Reserve Option, and 3 U.S. Treasury Zero-Coupon Bond Target Maturity portfolios. Legg Mason Capital Management, ClearBridge Advisors, Batterymarch, Royce & Associates, Brandywine, Thornburg, and Western Asset Management.
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
Select among 14 options: the 100% Equity Portfolio invested in both American Century and Vanguard mutual funds, the Money Market portfolio invested in American Century funds, the 6 multi-fund portfolios used in the non-index age-based tracks, 4 index-fund based portfolios, and the LIVESTRONG™ 2015 and LIVESTRONG™ 2025 Portfolios. The two LIVESTRONG™ portfolios have a defined target year and as that date approaches, the asset mix of the underlying funds will change to a more conservative focus following a pre-set schedule. The underlying funds do not invest in any tobacco-related companies, and American Century Investments will make a contribution to the Lance Armstrong Foundation based on assets in the portfolios. American Century and Vanguard mutual funds.
Kentucky Education Savings Plan Trust
Kentucky
Select among 2 100% equity options (one using actively managed funds and the other using mostly index funds), a balanced option, a fixed income option, and the Guaranteed Option. 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).
Fidelity Advisor 529 Plan
New Hampshire
Select among 2 multi-fund portfolios (Aggressive Growth (formerly 100% Equity) and Moderate Growth (formerly 70% Equity)) and 17 individual-fund portfolios. Fidelity Advisor Funds and Fidelity Cash Reserves.
Oklahoma Dream 529 Plan
Oklahoma
Select among 2 multi-fund portfolios (Capital Appreciation and Capital Preservation) and 12 individual-fund portfolios. The 6 portfolios in the age-based option are also available as static investments. Mutual funds manged by Allianz-affiliated companies, PIMCO and TIAA-CREF.
MI 529 Advisor Plan
Michigan
Select among 2 multi-fund portfolios (Capital Appreciation Portfolio and Capital Preservation Portfolio) and 12 individual-fund portfolios. Mutual funds managed by TIAA-CREF, Allianz-affiliated companies and PIMCO.
College Savings Plans of Maryland -- College Investment Plan
Maryland
Select among 2 multi-fund portfolios (Equity Portfolio and Balanced Portfolio) and 4 individual-fund portfolios (U.S. Treasury Money Market Portfolio, Short-Term Bond Portfolio, Bond and Income Portfolio, and Total Equity Market Index Portfolio). T. Rowe Price mutual funds.
T. Rowe Price College Savings Plan
Alaska
Select among 2 multi-fund portfolios (Equity Portfolio and Balanced Portfolio), the Fixed-Income Portfolio (a fund-of-funds), the Total Equity Market Index Portfolio, and the Money Market Portfolio. T. Rowe Price mutual funds.
Lonestar 529 Plan
Texas
Select among 2 multi-fund portfolios (the 100% Equity portfolio and the Balanced portfolio) and 11 individual-fund portfolios. Mutual funds managed by OppenheimerFunds, The Dreyfus Corporation, Thornburg, and TIAA-CREF.
CollegeAmerica
Virginia
Select among 25 individual mutual funds and 6 multi-fund portfolios from American Funds. American Funds mutual funds.
MOST - Missouri's 529 Advisor Plan
Missouri
Select among 3 asset-allocation options (the ETF portfolios), an anti-terror portfolio, and 14 individual-fund options. 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.
Ivy Funds InvestEd Plan
Arizona
Select among 3 fund-of-funds portfolios (Growth, Balanced, or Conservative) and 16 individual-fund portfolios each investing in a single mutual fund from the Ivy Funds family. Ivy Funds and Waddell & Reed Advisors Funds.
NextGen College Investing Plan -- Client Select Series
Maine
Select among 3 multi-fund and 4 individual-fund portfolios using Franklin Templeton funds, 2 multi-fund and 2 individual-fund portfolios using MFS funds, 3 multi-fund and 3 individual-fund portfolios using BlackRock funds, 2 multi-fund and 3 individual-fund portfolios using Allianz/PIMCO funds, an Eaton Vance large-cap value portfolio, a MainStay large cap growth portfolio, a Thornburg international equity portfolio, the Principal Plus Portfolio, and the NextGen Savings Portfolio. 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.
CollegeBoundfund (Direct-sold, Alternative RI)
Rhode Island
Select among 3 multi-fund portfolios (Appreciation, Balanced, and Conservative), a stable value portfolio (Principal-Protection Income Portfolio), and 12 individual-fund portfolios. A dollar-cost averaging option provides for automatic monthly reallocations between any of the portfolios. AllianceBernstein mutual funds along with three Vanguard index funds.
CollegeBoundfund (Advisor-sold)
Rhode Island
Select among 3 multi-fund portfolios (Appreciation, Balanced, and Conservative), a stable value portfolio (Principal-Protection Income Portfolio), and 9 individual-fund portfolios. A dollar-cost averaging option provides for automatic monthly reallocations between any of the portfolios. AllianceBernstein mutual funds.
CollegeAccess 529 (Advisor-sold)
South Dakota
Select among 3 multi-fund portfolios (Diversified Equity, Diversified Bond, and Money Market Plus) and 15 individual-fund portfolios. The 5 portfolios in the age-based option are also available as static investments. Mutual funds managed by Allianz, Boston Company, Columbia, Dodge & Cox, Franklin Templeton, ING, NFJ, PIMCO, Royce, TIAA-CREF and Thornburg.
University of Alaska College Savings Plan
Alaska
Select among 3 multi-fund portfolios (Equity Portfolio, Balanced Portfolio, and ACT Portfolio), the Total Equity Market Index Portfolio, the Fixed-Income Portfolio (a fund-of-funds), and the Money Market Portfolio. The ACT Portfolio is guaranteed by the University of Alaska to provide a minimum return equal to tuition increases at the University of Alaska, but only for beneficiaries enrolling at that institution. T. Rowe Price mutual funds.
John Hancock Freedom 529
Alaska
Select among 3 multi-fund portfolios (Future Trends Portfolio, Equity Portfolio, and Fixed Income Portfolio), a money market portfolio, a short-term bond portfolio, 3 lifestyle portfolios (Lifestyle Growth 529 Portfolio, Lifestyle Balanced 529 Portfolio, Lifestyle Moderate 529 Portfolio) and 8 individual-fund portfolios. A dollar-cost averaging option provides for automatic monthly reallocations. 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.
Path2College 529 Plan
Georgia
Select among 3 multi-fund portfolios (the 100% Equity Option, the Balanced Fund Option, and the 100% Fixed Income Option), the Guaranteed Option, and the Money Market Option. 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).
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
Select among 3 multi-fund portfolios with varying risk tolerances and 19 individual-fund portfolios including a savings account option. American Century, Dreyfus, Federated, State Street, iShares, Tributary, T. Rowe Price, Vanguard, PIMCO, and Goldman Sachs.
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
Select among 3 multi-fund portfolios--Growth, Balanced/Index, and Conservative--and 17 individual-fund portfolios including a savings account option. State Street, Tributary, T. Rowe Price, Vanguard, iShares, PIMCO, and Goldman Sachs.
TD Ameritrade 529 College Savings Plan
Nebraska
Select among 3 static investment portfolios with varying risk tolerances and 17 individual-fund portfolios. Vanguard, American Century, iShares, State Street, Tributary, T. Rowe Price, Goldman Sachs, and PIMCO mutual funds.
BlackRock CollegeAdvantage 529 Plan
Ohio
Select among 3 Target-Risk Investment Options (Aggressive Growth, Growth and Moderate) and 15 Single Strategy Investment Options, including 9 equity portfolios, a balanced portfolio, 4 fixed income portfolios, and a money market portfolio. Mutual funds from BlackRock, Ranier, ING, Wells Fargo and iShares ETFs.
MFS 529 Savings Plan
Oregon
Select among 4 multi-fund options (Aggressive Growth, Growth, Moderate, and Conservative) and 14 individual-fund options. MFS mutual funds.
Oklahoma College Savings Plan
Oklahoma
Select among 4 multi-fund options (Diversified Equity, Global Equity Index, Balanced, and Fixed Income), 1 individual fund option ( U.S. Equity Index) and the Guaranteed Option. 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.
Michigan Education Savings Program
Michigan
Select among 4 multi-fund options (the International Equity Index Option, the Global Equity Index Option, the 100% Fixed Income Option, and the Balanced Option), the U.S. Equity Index Option and the Principal Plus Interest Option 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).
NJBEST 529 College Savings Plan
New Jersey
Select among 4 multi-fund portfolios (Growth, Corefolio, Growth & Income, and Income), S&P 500 Index portfolio, and a stable value portfolio. Franklin Templeton mutual funds, a S&P 500 index fund managed by JPMorgan, and a Franklin Templeton stable value portfolio.
Hawaii's College Savings Program
Hawaii
Select among 4 multi-fund portfolios (Growth, Moderate Growth, Conservative Growth, and Income) and 2 individual-fund portfolios (Total Stock Market Index and Money Market). Vanguard mutual funds.
New York's 529 College Savings Program -- Direct Plan
New York
Select among 4 multi-fund portfolios (Growth, Moderate Growth, Conservative Growth, and Income), 8 individual index-fund portfolios, and the Interest Accumulation portfolio. Vanguard mutual funds.
Texas College Savings Plan
Texas
Select among 4 multi-fund portfolios (two of which use only index funds), 2 individual-fund bond portfolios, and the Money Market and U.S. Government Money Market Portfolios. Mutual funds and investment strategies managed by OppenheimerFunds, The Dreyfus Corporation, TIAA-CREF, Thornburg Investments and Vanguard.
State Farm College Savings Plan
Nebraska
Select among 4 portfolios: Growth, Moderate Growth, Balanced, and Money Market. OppenheimerFunds mutual funds, Federated U.S. Government Securities Fund, and State Farm Bond Fund.
Florida 529 Savings Plan
Florida
Select among 4 separately-managed portfolios (Fixed Income, U.S. Equity, Balanced, and Money Market). 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.
Bright Start College Savings Program -- Direct-sold Plan
Illinois
Select among 5 Blended Portfolios and three Index Portfolios. The Blended Portfolio choices are Equity, Balanced, Conservative Fixed Income, Fixed Income, and a Money Market Portfolio. The Index Portfolio choices are Equity, Balanced, and Fixed Income. 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.
Edvest
Wisconsin
Select among 5 index-based multi-fund portfolios (Aggressive, Growth, Moderate, Conservative and Income), 5 active-based multi-fund portfolios (Aggressive, Growth, Moderate, Conservative and Income), two additional multi-fund portfolios, 6 individual-fund portfolios, a bank CD Portfolio and a principal plus interest portfolio that guarantees an annual interest rate of 1% - 3%. Mutual funds managed by TIAA-CREF, DFA, and PIMCO.
The Hartford SMART529
West Virginia
Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Balanced, Conservative Balanced, and Checks and Balances), 15 individual-fund portfolios, and a stable value portfolio. Hartford Funds, three MFS funds, and Invesco Stable Value.
SMART529 WV Direct College Savings Plan
West Virginia
Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Balanced, Conservative Balanced, and Conservative Bond), the SMART529 Stable Value portfolio and the SMART529 500 Index Fund. Vanguard index funds, INVESCO stable value.
The Vanguard 529 Savings Plan
Nevada
Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, and Income) and 14 individual-fund portfolios. Vanguard mutual funds.
Direct Portfolio College Savings Plan
Colorado
Select among 5 multi-fund portfolios with varying risk tolerances and 3 individual-fund portfolios. Vanguard mutual funds.
GIFT College Investing Plan
Arkansas
Select among 5 multi-fund portfolios with varying risk tolerances, a money-market portfolio, and an FDIC-insured savings option. Vanguard mutual funds, Sallie Mae
Franklin Templeton 529 College Savings Plan
New Jersey
Select among 5 multi-fund portfolios, (Founding Funds, Growth, Corefolio, Growth & Income, and Income), 6 individual-fund portfolios, and a stable value portfolio. Franklin Templeton mutual funds, a Franklin Templeton stable value portfolio and one JPMorgan-managed fund.
Idaho College Savings Program (IDeal)
Idaho
Select among 5 multi-fund portfolios, with varying risk tolerances, a money-market portfolio and a savings portfolio. Vanguard mutual funds.
Minnesota College Savings Plan
Minnesota
Select among 5 options: 100% Equity, Balanced, 100% Fixed-Income, Money Market, and the Guaranteed Option. 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).
IAdvisor 529 Plan
Iowa
Select among 5 static allocation portfolios and 12 individual-fund portfolios representing a range of investment styles and utilizing mutual funds managed by ING, BlackRock, CBRE Clarion, Delaware, JP Morgan, RBC, PIMCO, Thornburg, and Wellington. Mutual funds from ING, BlackRock, CBRE Clarion, Delaware, JP Morgan, RBC PIMCO, Thornburg, and Wellington.
Bright Start College Savings Program -- Advisor-sold Plan
Illinois
Select among 5 Static Portfolios: Equity, Balanced, Fixed Income, Conservative Fixed Income and a Money Market Portfolio. OFI-managed investment strategies and mutual funds and an American Century bond fund.
Montana Family Education Savings Program -- Investment Plan
Montana
Select among 5 Vanguard portfolios, LifeStrategy Growth, LifeStrategy Moderate Growth, LifeStrategy Conservative Growth, Total Stock Market Index and Total International Stock Index Vanguard mutual funds.
DC 529 College Savings Program (Advisor-sold)
District of Columbia
Select among 6 individual-fund portfolios (Income, Balanced, Equity Index, U.S. Large Cap Equity, U.S. Small Cap Equity, and International Equity), and the Stability of Principal Investment Option. 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.
DC 529 College Savings Program (Direct-sold)
District of Columbia
Select among 6 individual-fund portfolios (Income, Balanced, Equity Index, U.S. Large Cap Equity, U.S. Small Cap Equity, and International Equity), and the Stability of Principal Investment Option. 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.
Pennsylvania 529 Investment Plan
Pennsylvania
Select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 4 individual-fund portfolios (Total Stock Market Index, Social Index, Inflation Protected Securities, and Money Market). Vanguard mutual funds
College Savings Iowa
Iowa
Select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 4 individual-fund portfolios (Vanguard Total Bond Market Index Fund, Vanguard Institutional Total Stock Market Index Fund, Vanguard Total International Stock Index Fund and Vanguard Prime Money Market Fund) Vanguard mutual funds.
USAA 529 College Savings Plan
Nevada
Select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate, Balanced, Conservative, and In-College) and a money-market portfolio (Preservation of Capital). USAA mutual funds.
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
Select among 6 multi-fund portfolios and 8 individual-fund portfolios. Vanguard mutual funds.
The Education Plan's College Savings Program
New Mexico
Select among 6 multi-fund portfolios invested in a blend of actively-managed and index funds, 6 multi-fund portfolios invested only in index funds, and 1 individual-fund portfolio (the Short Term Yield Portfolio). Investments managed by OppenheimerFunds Inc. and its affiliates along with Vanguard and Dreyfus.
Scholar'sEdge
New Mexico
Select among 6 multi-fund portfolios with varying risk tolerances, 8 individual-fund portfolios, and the Capital Preservation Portfolio. OppenheimerFunds, American Century, and MainStay mutual funds; the Capital Preservation Portfolio invests primarily in investment contracts issued by New York Life Insurance Company.
U.Fund College Investing Plan
Massachusetts
Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. 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.
UNIQUE College Investing Plan
New Hampshire
Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. 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.
CollegeCounts 529 Fund
Alabama
Select among 6 multi-fund Target portfolios and 19 Individual-fund portfolios. PIMCO, Vanguard, T. Rowe Price, and Fidelity mutual funds.
CollegeCounts 529 Fund Advisor Plan
Alabama
Select among 6 multi-fund Target portfolios and 24 Individual-fund portfolios. 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
Oregon College Savings Plan
Oregon
Select among 7 multi-fund portfolios (Aggressive, Moderate, Conservative, Diversified U.S. Equity, Diversified International Equity, Diversified Fixed Income and Balanced Index), 6 single-fund portfolios, and the Principal Plus Interest portfolio. 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.
Learning Quest Advisor
Kansas
Select among 7 multi-fund portfolios and 12 American Century individual-fund options. Mutual funds from American Century, OppenheimerFunds®, Principal® Financial Group, Columbia Management, and American Beacon
New York's 529 Advisor-Guided College Savings Plan
New York
Select among 7 multi-fund portfolios with varying risk tolerances and 16 individual-fund portfolios. Primarily JPMorgan, but also funds from SSgA.
Bright Directions College Savings Program
Illinois
Select among 7 multi-fund Target portfolios with varying risk tolerances and 33 individual-fund portfolios. Certain portfolios consist of underlying investments managed by women- and minority-owned investment managers. Fifteen additional individual portoflios invest in Vanguard ETF funds and are available only to account owners who establish an account through a registered investment advisor or advisor who is not compensated through commissions. 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).
CollegeChoice 529 Direct Savings Plan
Indiana
Select among 7 options using various investment managers--Active Bond, International, Bond Index, Money Market, Short Term Bond Index, U.S. Equity Index, and Inflation-Protected--plus a FDIC-insured Savings Portfolio. 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.
Schwab 529 College Savings Plan
Kansas
Select among 7 options: 6 multi-fund portfolios with varying degrees of risk tolerance and a money market fund portfolio. Schwab, Laudus, American Century, American Beacon, Baron, Metropolitan West Asset Management and PIMCO mutual funds.
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
Select among 7 Target Allocation portfolios (Aggressive Growth, Growth, Moderate Growth, Moderate, Moderately Conservative, Conservative and College), 21 individual-fund portfolios, a money market fund, and a bank deposit account. 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.
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
Select among 7 Target Allocation portfolios (Aggressive Growth, Growth, Moderate Growth, Moderate, Moderately Conservative, Conservative and College),7 individual-fund index portfolios, a short-term bond fund, a money market fund, and a bank deposit account. Columbia mutual funds, Vanguard funds, iShares Barclays TIPS Bond Fund, and a BB&T bank deposit account.
Tomorrow's Scholar 529 Plan
Wisconsin
Select among 9 multi-fund portfolios with varying risk tolerances and 21 single fund options. 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.
Virginia529 inVEST
Virginia
Select among 9 portfolios, 8 of which which invest in a Vanguard mutual fund and the ninth investing in the Parnassus Equity Income Fund. Mutual funds and separately-managed accounts from Vanguard, Rothschild Asset Management, American Funds, Aberdeen, Prudential, Stone Harbor, Morgan Stanley, Franklin Templeton, INVESCO, and Parnassus.
National College Savings Program
North Carolina
Select among a fixed-income portfolio (The Dependable Income Fund), five multi-fund portfolios,four individual-fund portfolios, and a federally-insured deposit account through State Employees' Credit Union. An equity-indexed investment, the Protected Stock Fund, was closed to new investments on February 27, 2008. Also, a 100% equity portfolio, the Active Core Equity Fund, was closed January 31, 2011. 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.
MACS 529 Advisor Program
Mississippi
Select among the Balanced Option (a multi-fund portfolio), 6 individual-fund portfolios, and the Guaranteed Option 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).
SSgA Upromise 529 Plan
Nevada
Select among three risk-based portfolios (aggressive, moderate, or conservative), 15 individual-fund portfolios, and an FDIC-insured savings account. SPDR ETFs, where applicable, a SSgA money market mutual fund and a Sallie Mae High-Yield Savings Account.
START Saving Program
Louisiana
Select between the Louisiana Principal Protection Option (100% invested in the state-managed Fixed Earnings Fund), and 6 Vanguard individual fund options. Vanguard LifeStrategy funds (in the Age-Based Option), the Louisiana State Treasurer's fund, and Vanguard Index Funds.
Fidelity Arizona College Savings Plan
Arizona
Select from 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio. 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.
Delaware College Investment Plan
Delaware
Select from 6 multi-fund portfolios, 5 individual-fund portfolios and the Bank Deposit Portfolio. 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.
NextGen College Investing Plan -- Client Direct Series
Maine
Select from an MFS fixed-income portfolio, an iShares fixed-income portfolio, a Franklin Templeton balanced portfolio, an iShares Diversified Equity Portfolio, two BlackRock equity portfolios, the Principal Plus Portfolio or NextGen Savings Portfolio. 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.
Mississippi Affordable College Savings (MACS) Program
Mississippi
The 100% Equity Option (a multi-fund portfolio) and the Guaranteed Option. 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).
iShares 529 Plan
Arkansas
The four iShares Asset Allocation Portfolios are designed to meet a specific risk profile and are offered in Aggressive, Moderate, Conservative and Fixed Income allocations. The asset allocation is reviewed at least annually and may be updated to take into account changes in risk and correlations of the asset classes and underlying investments. A dollar-cost averaging option provides for automatic monthly reallocations. The Custom iShares portfolio option offers sixteen individual portfolios investing in equity, real estate or fixed-income funds. A savings option invests in an FDIC-insured account. iShares exchange traded funds (ETFs).
Arizona Family College Savings Program -- CollegeSure® 529 Plan
Arizona
The interest rate on the CollegeSure CD is pegged to a private-college tuition index, less a margin percentage assigned at the time of purchase. The maximum rate in future years is set at a specified percentage over the first-year's rate. The InvestorSure CD has a five-year maturity, and earns interest tied to a percentage of the increase in the S&P 500 Index (70% as of May 1, 2012). Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account featured an APY of 0.70% as of February 12, 2013. FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank.
CollegeChoice CD 529 Savings Plan
Indiana
The interest rate on the CollegeSure CD is pegged to a private-college tuition index, less a margin percentage assigned at the time of purchase. The maximum rate in future years is set at a specified percentage over the first-year's rate. The InvestorSure CD has a five-year maturity, and earns interest tied to a percentage of the increase in the S&P 500 Index (70% as of Nov. 1, 2011). Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account featured an APY of 0.60% as of February 1, 2012. FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank.
Montana Family Education Savings Program -- Bank Plan
Montana
The interest rate on the CollegeSure CD is pegged to a private-college tuition index, less a margin percentage assigned at the time of purchase. The maximum rate in future years is set at a specified percentage over the first-year's rate. The InvestorSure CD has a five-year maturity, and earns interest tied to a percentage of the increase in the S&P 500 Index (70% as of May 1, 2012). Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account earns interest at a variable rate which is reviewed periodically and published online. FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank.
Ohio CollegeAdvantage 529 Savings Plan
Ohio
The Vanguard investment options consist of 5 multi-fund portfolios and 8 individual-fund portfolios. The Fifth Third Bank options consist of certificates of deposit and a savings account. The remaining options include 2 PIMCO fixed-income funds, a small-cap option from OppenheimerFunds and an international option managed by GE Asset Management. Vanguard, PIMCO, OppenheimerFunds and GE Asset Management mutual funds; certificates of deposit and savings accounts from Fifth Third Bank.
Smart Choice College Savings Plan
Colorado
There are 2 options. The Money Market Savings Account earns interest at a rate established by FirstBank not less than the interest rate publicly offered by FirstBank on its regular Money Market Savings Accounts less 0.10%. The One-Year Time Savings Account earns interest at a rate that is 0.10% less than the rate publicly offered by FirstBank for its regular One-Year Times Savings Accounts, subject to an early withdrawal penalty of 90 days of interest if withdrawn before the one-year maturity date. FDIC-insured bank deposit accounts with FirstBank. FDIC insurance is subject to limitations.