401(a) Retirement Plan<br />457(b) Deferred Compensation Plan: For DC Government Employees

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    UMC Employee Funds

    Fund NameFund Fact SheetFund
    Code
    Ticker
    Symbol
    Morningstar
    Category
    Inception
    Date
    Stable Value/Cash Management
    VantageTrust PLUS Fund PDF 7071 N/A Stable Value 01/01/1991
    Vanguard Federal Money Market Fund PDF 5527 VMFXX Money Market-Taxable 7/13/1981
    Bond
    Touchstone Total Return Bond Fund Class Y PDF 1551 TCPYX Intermediate-Term Bond 11/15/1991
    PIMCO Real Return Fund Institutional Class PDF 5178 PRRIX Inflation-Protected Bond 01/29/1997
    Guaranteed Lifetime Income
    VT Retirement IncomeAdvantage Fund HTML 8077 N/A 08/23/2010
    Balanced/Asset Allocation
    Vanguard Target Retirement Income Fund Investor Shares PDF 5500 VTINX Target-Date Retirement 10/27/2003
    Vanguard Target Retirement 2015 Fund Investor Shares PDF 5503 VTXVX Target-Date 2015 10/27/2003
    Vanguard Target Retirement 2020 Fund Investor Shares PDF 5504 VTWNX Target-Date 2020 06/07/2006
    Vanguard Target Retirement 2025 Fund Investor Shares PDF 5505 VTTVX Target-Date 2025 10/27/2003
    Vanguard Target Retirement 2030 Fund Investor Shares PDF 5506 VTHRX Target-Date 2030 06/07/2006
    Vanguard Target Retirement 2035 Fund Investor Shares PDF 5507 VTTHX Target-Date 2035 10/27/2003
    Vanguard Target Retirement 2040 Fund Investor Shares PDF 5508 VFORX Target-Date 2040 06/07/2006
    Vanguard Target Retirement 2045 Fund Investor Shares PDF 5509 VTIVX Target-Date 2045 10/27/2003
    Vanguard Target Retirement 2050 Fund Investor Shares PDF 5510 VFIFX  Target-Date 2050 06/07/2006
    Vanguard Target Retirement 2055 Fund Investor Shares PDF 5511 VFFVX Target-Date 2055 08/18/2010
    Vanguard Target Retirement 2060 Fund Investor Shares PDF 5512 VTTSX Target-Date 2060+ 01/19/1012
    PIMCO All Asset Fund Institutional Class PDF 5184 PAAIX Tactical Allocation 07/31/2002
    U.S. Stock
    Edgar Lomax Value Fund PDF 1549 LOMAX Large Value 12/12/1997
    American Funds Fundamental Investors® Class R-6 PDF 4414 RFNGX Large Blend 05/01/2009
    Vanguard Institutional Index Fund Institutional Shares PDF 5425 VINIX Large Blend 07/31/1990
    DFA U.S. Core Equity I Portfolio Institutional Class PDF 4574 DFEOX Large Blend 09/15/2005
    American Funds The Growth Fund of America® Class R-6 PDF 4420 RGAGX Large Growth 05/01/2009
    Ariel Fund Institutional Class PDF 1548 ARAIX Mid-Cap Blend 12/30/2011
    Vanguard Small-Cap Index Fund Institutional Shares PDF 5450 VSCIX Small Blend 07/07/1997
    Brown Capital Management Small Company Fund Institutional Shares PDF 1404 BCSSX Small Growth 12/15/2011
    International/Global Stock
    American Funds New Perspective Fund® Class R-6 PDF 4391 RNPGX World Stock 05/01/2009
    Harbor International Fund Institutional Class PDF 4846 HAINX Foreign Large Blend 12/29/1987
    Virtus Emerging Markets Fund Class I PDF 5544 HIEMX Diversified Emerging Mkts 10/20/1997
    Specialty
    Nuveen Real Estate Securities Fund Class R6 PDF 5112 FREGX Real Estate 04/30/2013

    401(a) and 457(b) Fee Disclosure
    District of Columbia Underlying Composite Index Compositions
    Morningstar Principal Risk Definitions