529 PLANS

Underlying investments

Plan Underlying investments:
CollegeCounts 529 Fund
Alabama
Vanguard,T. Rowe Price, DFA, MainStay, PIMCO, Fidelity and Dodge & Cox Enroll Now
CollegeCounts 529 Fund Advisor Plan
Alabama
T. Rowe Price, BlackRock, DFA, Northern Funds, MainStay, Fidelity, American Century, William Blair Funds, Lazard, Neuberger Berman, Templeton, Touchstone, Voya, Credit Suisse, PIMCO, and State Street Plan Details
John Hancock Freedom 529
Alaska
John Hancock, T. Rowe Price, American Funds,Oppenheimer, Allianz Global Investors, Baillie Gifford, Barrow Hanley Mewhinney & Strauss, Boston Partners, Brandywine Global, Declaration, Deutsche Asset and Wealth Management, Dimensional, EPOCH, First Quadrant, Franklin Templeton, GMO, GW&K, Invesco, Jennison Associates, PIMCO, Standard Life Investments, Stone Harbor Investment Partners, Wellington Management, Wells Capital Management and Western Asset. Plan Details
T. Rowe Price College Savings Plan
Alaska
T. Rowe Price mutual funds. Enroll Now
University of Alaska College Savings Plan
Alaska
T. Rowe Price mutual funds. Enroll Now
Arizona Family College Savings Program
Arizona
FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank, a Division of NexBank SSB Enroll Now
Fidelity Arizona College Savings Plan
Arizona
Fidelity Investments, AllianceBernstein, BBH, BrandywineGLOBAL, JPMorgan, Loomis Sayles, LSV, T. Rowe Price, Credit Suisse, Acadian, Causeway, MainStay, MFS, William Blair, BlackRock, Hotchkiss and Wiley, PIMCO, MetWest, Prudential, and Western Asset mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account. Enroll Now
Ivy InvestEd 529 Plan
Arizona
Ivy Funds Plan Details
GIFT College Investing Plan
Arkansas
Vanguard mutual funds, Sallie Mae Plan Details
iShares 529 Plan
Arkansas
iShares exchange traded funds (ETFs). Plan Details
ScholarShare 529
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. Plan Details
Direct Portfolio College Savings Plan
Colorado
Vanguard mutual funds. Enroll Now
Scholars Choice College Savings Program
Colorado
ClearBridge Investments, QS Investors, Brandywine Global, Royce & Associates, Western Asset, Franklin Templeton Investments, and Thornburg Investment Management Plan Details
Smart Choice College Savings Plan
Colorado
FDIC-insured bank deposit accounts with FirstBank. FDIC insurance is subject to limitations. Plan Details
Stable Value Plus College Savings Program
Colorado
A funding agreement issued by MetLife Insurance Company. Plan Details
Connecticut Higher Education Trust (CHET)
Connecticut
TIAA-CREF institutional mutual funds and funds from seven outside mutual fund families, BlackRock, Harding Loevner, GMO, DFA, GE, MetWest, T Rowe Price, & Franklin Templeton. 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). Plan Details
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
Hartford mutual funds plus three ETF funds. Plan Details
Delaware College Investment Plan
Delaware
Fidelity Investments, AllianceBernstein, BBH, BrandywineGLOBAL, JPMorgan, Loomis Sayles, LSV, T. Rowe Price, Credit Suisse, Acadian, Causeway, MainStay, MFS, William Blair, BlackRock, Hotchkiss and Wiley, PIMCO, MetWest, Prudential, and Western Asset mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account. Enroll Now
DC College Savings Plan
District of Columbia
BlackRock, Vanguard, Loomis Sayles, JP Morgan, Dimensional Fund Advisors (DFA), Schwab, and Ameritas Life. Enroll Now
Florida 529 Savings Plan
Florida
Investment portfolios separately managed by Columbia Threadneedle Investments; AllianceBernstein LP, Quantitative Management Associates, LLC (QMA); The Boston Company Asset Management, LLC; BMO Global Asset Management, Fiduciary Management, Inc.; PanAgora Asset Management, Inc. and Federated Investors, Inc. Plan Details
Path2College 529 Plan
Georgia
TIAA-CREF, DFA and Vanguard 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). Enroll Now
Hawaii's College Savings Program
Hawaii
Vanguard mutual funds. Enroll Now
Idaho College Savings Program (IDeal)
Idaho
Vanguard mutual funds. Enroll Now
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
T. Rowe Price, DFA, Dodge & Cox, PIMCO, BlackRock, American Century, Baird Funds, MainStay Investments, Delaware Funds, Harbor Funds, Northern Funds, William Blair, Calvert, Templeton, Causeway, Ariel Investments, MFS, Invesco, Oppenheimer Funds, Principal, Sit Mutual Funds and Vanguard (Class F only). Plan Details
Bright Start Direct-Sold College Savings Program
Illinois
Vanguard, T. Rowe Price, DFA, Dodge & Cox, BlackRock, Baird Funds, Ariel Investments, Oppenheimer Funds, Dreyfus, Nuveen and PGIM Investments. Enroll Now
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, Carillon Reams, Vanguard, and Western Asset.
The Savings Portfolio invests in the NexBank High-Yield Savings account.
Enroll Now
CollegeChoice Advisor 529 Savings Plan
Indiana
BTC, The Boston Company, Capital Research and Management, Diamond Hill Capital Management, PIMCO, Schwab, T. Rowe Price and Vanguard The Savings Portfolio invests in the NexBank High-Yield Savings account. Plan Details
CollegeChoice CD 529 Savings Plan
Indiana
FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank, a Division of NexBank SSB. Enroll Now
College Savings Iowa
Iowa
Vanguard mutual funds. Enroll Now
IAdvisor 529 Plan
Iowa
Mutual funds from BG Overseas, BlackRock Financial Management, CBRE Clarion, Credit Suisse, DIFA, Goldman Sachs, Hahn Capital Management, JPMorgan, Lazard, LSV, Polaris, Van Eck, Voya IM, and Wellington Management. Plan Details
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
American Century, Vanguard and Baird mutual funds. Plan Details
Learning Quest Advisor
Kansas
Mutual funds from American Century, T. Rowe Price, Principal Financial Group, and American Beacon Plan Details
Schwab 529 College Savings Plan
Kansas
Schwab, Laudus, American Century, American Beacon, Baird, J.P. Morgan, Metropolitan West Asset Management, and Vanguard mutual funds. Plan Details
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 a minimum 1% annual rate of interest (actual rate is declared annually and as of July 1, 2017 is 1.50% till June 30, 2018). Plan Details
START Saving Program
Louisiana
Vanguard LifeStrategy funds (in the Age-Based Option), the Louisiana State Treasurer's fund, and Vanguard Index Funds. Plan Details
NextGen College Investing Plan -- Client Direct Series
Maine
BlackRock, iShares. 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. Enroll Now
NextGen College Investing Plan -- Client Select Series
Maine
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. Plan Details
Maryland 529 -- College Investment Plan
Maryland
T. Rowe Price mutual funds. Enroll Now
U.Fund College Investing Plan
Massachusetts
Fidelity Investments, AllianceBernstein, BBH, BrandywineGLOBAL, JPMorgan, Loomis Sayles, LSV, T. Rowe Price, Credit Suisse, Acadian, Causeway, MainStay, MFS, William Blair, BlackRock, Hotchkiss and Wiley, PIMCO, MetWest, Prudential, and Western Asset mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account. Enroll Now
MI 529 Advisor Plan
Michigan
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 Plan Details
Michigan Education Savings Program (MESP)
Michigan
TIAA-CREF institutional mutual funds and one Vanguard index fund. 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). Plan Details
Minnesota College Savings Plan
Minnesota
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 rate of interest (actual rate is declared annually). Plan Details
Mississippi Affordable College Savings (MACS) Program
Mississippi
TIAA-CREF and Vanguard 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). Plan Details
MOST - Missouri's 529 Savings Plan (Direct-sold)
Missouri
Vanguard and Dimensional Fund Advisors funds. Enroll Now
Achieve Montana
Montana
Vanguard and DFA funds. Plan Details
Montana Family Education Savings Program -- Bank Plan
Montana
FDIC-insured certificates of deposit and a high-yield savings account from College Savings Bank, a Division of NexBank SSB. Plan Details
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
American Funds, Federated, State Street, iShares, DFA, Dodge & Cox, MetWest, Tributary, T. Rowe Price, Vanguard, and Goldman Sachs Plan Details
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
State Street, DFA, MetWest, Tributary, T. Rowe Price, iShares, Vanguard, Goldman Sachs Enroll Now
State Farm College Savings Plan
Nebraska
Vanguard, State Street, DFA, iShares funds, and Goldman Sachs Government Money Market fund. The Bank Savings option invests in an FDIC-insured savings account. Plan Details
TD Ameritrade 529 College Savings Plan
Nebraska
Vanguard, iShares, State Street, DFA, MetWest, Tributary, T. Rowe Price, and Goldman Sachs Plan Details
Putnam 529 for America
Nevada
Mutual funds from Putnam, MFS, Principal, Federated, and State Street. Plan Details
SSGA Upromise 529 Plan
Nevada
SPDR ETFs, where applicable, mutual funds managed by SSGA Funds Management, Inc. and a Sallie Mae High-Yield Savings Account. Plan Details
The Vanguard 529 College Savings Plan
Nevada
Vanguard mutual funds. Enroll Now
USAA 529 College Savings Plan
Nevada
USAA mutual funds. Plan Details
Wealthfront 529 College Savings Plan
Nevada
Vanguard and iShares ETFs Plan Details
Fidelity Advisor 529 Plan
New Hampshire
Fidelity Advisor Funds and Fidelity Cash Reserves. Plan Details
UNIQUE College Investing Plan
New Hampshire
Fidelity Investments, AllianceBernstein, BBH, BrandywineGLOBAL, JPMorgan, Loomis Sayles, LSV, T. Rowe Price, Credit Suisse, Acadian, Causeway, MainStay, MFS, William Blair, BlackRock, Hotchkiss and Wiley, PIMCO, MetWest, Prudential, and Western Asset mutual funds. For the Bank Deposit Portfolio only, a deposit in a FDIC-insured interest-bearing account. Enroll Now
Franklin Templeton 529 College Savings Plan
New Jersey
Franklin Templeton mutual funds, a Franklin Templeton money market portfolio and possibly ETFs. Plan Details
NJBEST 529 College Savings Plan
New Jersey
Franklin Templeton mutual funds, a Franklin Templeton money market portfolio and possibly ETFs. Enroll Now
Scholar's Edge
New Mexico
OppenheimerFunds, American Century, MainStay and T. Rowe Price mutual funds; the Capital Preservation Portfolio invests primarily in investment contracts issued by New York Life Insurance Company. Enroll Now
The Education Plan's College Savings Program
New Mexico
Investments managed by OppenheimerFunds Inc. and its affiliates along with Vanguard. Enroll Now
New York's 529 Advisor-Guided College Savings Plan
New York
Primarily JPMorgan, but also funds from SSGA. Plan Details
New York's 529 College Savings Program -- Direct Plan
New York
Vanguard mutual funds. Enroll Now
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. Enroll Now
College SAVE (Advisor)
North Dakota
Vanguard mutual funds. Plan Details
College SAVE (Direct)
North Dakota
Vanguard mutual funds. Enroll Now
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
Mutual funds from BlackRock, Rainier, Voya, Wells Fargo and iShares ETFs. Plan Details
Ohios 529 Plan, CollegeAdvantage
Ohio
Vanguard and DFA mutual funds; certificates of deposit and savings accounts from Fifth Third Bank. Enroll Now
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. Plan Details
Oklahoma Dream 529 Plan
Oklahoma
Mutual funds manged by Allianz-affiliated companies, PIMCO and TIAA-CREF. Plan Details
MFS 529 Savings Plan
Oregon
MFS mutual funds. Plan Details
Oregon College Savings Plan
Oregon
American Beacon, Champlain, Dimensional Funds, DoubleLine, LSV, Met Vest, TIAA, T. Rowe Price, and Vanguard. Plan Details
Pennsylvania 529 Investment Plan
Pennsylvania
Vanguard mutual funds Plan Details
CollegeBound 529 (Advisor-sold)
Rhode Island
Invesco mutual funds and ETFs. Plan Details
CollegeBound Saver (Direct-sold)
Rhode Island
Invesco, Vanguard and BlackRock. Enroll Now
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
Mutual funds from Columbia, American Century, DFA, Fidelity, Janus, JP Morgan, MFS, Nuveen Wislow, and Franklin Templeton, ETFs from iShares, and a BB&T bank deposit account. Plan Details
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. Enroll Now
CollegeAccess 529 (Advisor-sold)
South Dakota
Mutual funds managed by Allianz, DFA, Dodge & Cox, Dreyfus/The Boston Co., Metropolitan West, Morgan Stanley, PIMCO, TIAA and Voya. Plan Details
CollegeAccess 529 (Direct-sold)
South Dakota
Allianz, Boston Company, Franklin Templeton, Voya, NFJ, PIMCO, Royce, Thornburg, and TIAA-CREF. Plan Details
TNStars College Savings 529 Program
Tennessee
Vanguard and DFA in the age-based option; Vanguard, DFA, and Primecap in the individual options Plan Details
Lonestar 529 Plan
Texas
Mutual funds managed by Artisan, DFA, Dodge & Cox, Dreyfus, Invesco, T. Rowe Price, Templeton, Thornburg, TIAA-CREF, and William Blair. Plan Details
Texas College Savings Plan
Texas
Mutual funds and investment strategies managed by Artisan, DFA, Dodge & Cox, Dreyfus, Invesco, T. Rowe Price, TIAA-CREF, and Vanguard. Plan Details
my529
Utah
20 Vanguard mutual funds, 10 Dimensional mutual funds, the PIMCO Interest Income Fund, FDIC-insured accounts held in trust by my529 at Sallie Mae Bank and U.S. Bank National Association (U.S. Bank), and the Utah Public Treasurers' Investment Fund. Plan Details
Vermont Higher Education Investment Plan
Vermont
Mutual funds from TIAA, Vanguard, DFA, and the TIAA-CREF Life Insurance Company Funding Agreement. Plan Details
CollegeAmerica
Virginia
American Funds mutual funds. Plan Details
Invest529
Virginia
Mutual funds and separately-managed accounts from Vanguard, Rothschild Asset Management, American Funds, DFA, Aberdeen, Prudential, Stone Harbor, Morgan Stanley, Templeton, INVESCO, and Parnassus. Enroll Now
DreamAhead College Investment Plan
Washington
Fidelity, JPMorgan, Schwab, Vanguard Plan Details
SMART529 Select
West Virginia
Dimensional Fund Advisors Inc. Plan Details
SMART529 WV Direct College Savings Plan
West Virginia
Vanguard index funds, SMART529 stable value. Plan Details
The Hartford SMART529
West Virginia
Hartford Funds, three MFS funds, and Invesco Stable Value. Plan Details
Edvest
Wisconsin
Mutual funds managed by TIAA-CREF, DFA, MetWest, T. Rowe Price and Franklin Templeton. Plan Details
Tomorrow's Scholar 529 Plan
Wisconsin
BG Overseas, BlackRock Financial Management, CBRE Clarion, Credit Suisse, DIFA, Goldman Sachs, Hahn Capital Management, JPMorgan, Lazard, LSV, Polaris, Van Eck, Voya IM, and Wellington Management Plan Details
 

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