For Individuals,For Plan Sponsors,Custom

MissionSquare Investments Announces Fund Name Change

September 10, 2021

Washington, D.C. – Sept. 10, 2021 – MissionSquare Investments, previously Vantagepoint Investment Advisers, LLC, announced that the Vantagepoint/VantageTrust Funds will be renamed MissionSquare Funds, effective today, September 10, 2021. Only the names of the Funds are changing, while the management, investment strategy, objectives, and processes will remain the same.

“Rebranding our Funds further reflects the changes we have made at MissionSquare Retirement and aligns with our company values as we continue to advance our services to help public employees thrive in retirement,” said Lynne Ford, Chief Executive Officer and President at MissionSquare Retirement, parent company of MissionSquare Investments.

In addition to the branding change, the Vantagepoint Discovery Fund will change to MissionSquare Small Cap Discovery Fund to better reflect its small-cap focus, and the Vantagepoint Milestone Funds, target-date series, will change to MissionSquare Retirement Target Funds to better reflect their target-date focus.

About MissionSquare Investments
With assets under management totaling approximately $33 billion*, MissionSquare Investments provides investment advisory and management services to the MissionSquare Funds. MissionSquare Investments is a wholly-owned subsidiary of MissionSquare Retirement. MissionSquare Funds are collective investment trust funds established and maintained by VantageTrust Company, LLC, a wholly-owned subsidiary of MissionSquare Retirement, and the sole trustee of the MissionSquare Funds. Eligible retirement plans may invest in the MissionSquare Funds.

Please see MissionSquare Investments’ Form ADVs, available at www.adviserinfo.sec.gov, for more information.

About MissionSquare Retirement:
MissionSquare Retirement is dedicated to guiding those who serve our communities toward a secure and confident financial future. Founded in 1972, MissionSquare Retirement is a mission-based, nonstock, nonprofit, financial services company with approximately $74 billion* in assets under management and administration, focused on delivering retirement plans, investment options, and personalized guidance to more than 1.6 million participant accounts. For nearly 50 years, our mission has been constant – to help those who serve reach their retirement goals with confidence.

For more information, visit www.icmarc.org/missionsquare-retirement, download MissionSquare Retirement’s mobile app (listed as ICMA-RC) from the App Store®and Google Play, or follow the company on Facebook, LinkedIn and Twitter.

*As of June 30, 2021


When Funds are marketed to institutional clients by our Investment Only team, the Funds are offered by MissionSquare Investment Services, an SEC registered broker-dealer and FINRA member firm. MissionSquare Investment Services is a wholly-owned subsidary of MissionSquare Retirement and is an affiliate of VantageTrust Company, LLC and MissoionSquare Investments.

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