Compare 529 Plans by Features

Plan

Underlying investments

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

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

T. Rowe Price mutual funds.

John Hancock, T. Rowe Price, and American Mutual. Sub advisors Jennison, Wells Capital, Boston Partners, DFA, Wellington, Manulife

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

Ascensus, GSAM

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 and UBT/Nelnet

Age-Based Option: Vanguard, Schwab and BlackRock index funds, Loomis Sayles, 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), NexBank, PGIM Investments LLC (PGIM Investments), Charles Schwab Investment Management, Inc. (Schwab), State Street Global Advisors (SSGA), Vanguard and TIAA-CREF Life Insurance Company (TIAA)

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.

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

SPDR ETFs, where applicable, mutual funds managed by SSGA Funds Management, Inc. and a Sallie Mae High-Yield Savings Account.

Vanguard mutual funds.

USAA, Victory Capital 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 mutual funds, Vanguard, Schwab, iShares, a Franklin Templeton money market portfolio and possibly ETFs.

Franklin Templeton mutual funds, iShares, Schwab, Vanguard a Franklin Templeton money market portfolio and possibly ETFs.

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, Voya, Wells Fargo and iShares ETFs.

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

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, Allianz Global Investors, American Funds, AllianceBernstein, DFA, Dodge & Cox, Metropolitan West, Morgan Stanley, Parametric, PIMCO and TIAA-CREF.

Virtus Investment Partners, Allianz Global Investors, AllianceBernstein, American Funds, DFA, Dodge & Cox, Metropolitan West, Morgan Stanley, 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, 10 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

Vanguard, Invesco, Blackstone Property Advisors, UBS Realty Advisors, American Funds, Capital Research and Management, DFA, Parnassus, PGIM, Touchstone, Sands Capital Management, Neuberger Berman, Aberdeen Asset Management, Wellington Management, Union Bank & Trust

Tuition Track Portfolio may invest in PGIM Fixed Income, Wellington Management Company, LLP, Stone Harbor Investment Partners LP, Advent Capital Management, LLC and Ferox Capital, LLP (non-core fixed-income); BlackRock, Inc. (indexed fixed-income); Dreyfus (cash); Westfield Capital Management Co., LP, and Thompson, Siegel & Walmsley LLC (small- and mid-cap equity); Vanguard (indexed equity); Private Advisors, LLC, Commonfund Capital, Inc., Aether Investment Partners, LLC and Adams Street Partners (private equity); UBS Realty Investors LLC and Related Fund Management (private real estate); Acadian Asset Management, American Funds®, and Aberdeen Asset Management, Inc. (non-U.S. equity); Shenkman Capital Management, Inc. (bank loans); Schroders Investment Management, (mortgage backed securities); DFA Investment Dimensions Group, Inc. (emerging market equity), Blackstone Partners (fund of hedge funds), LGT Capital Partners, Ltd. (private equity); Neuberger Berman Group (private equity); Horsley Bridge Partners LLC (private equity); and Golub Capital Advisors LLC (private debt).

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

Wisconsin

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

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