Bay Area Rapid Transit: Retirement Plans

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Investments

The table below lists the investment options available for BART participants. To view detailed information about each option, select the investment name.

Self-Directed Brokerage Account: BART also offers you the option of investing through a self-directed brokerage account (SDBA). This feature is best suited for those who wish to manage their investments without assistance. Investment selections through the SDBA include exchange-traded funds, individual securities, and other funds.

To view the most current investment performance, log into Account Access. After logging into your account, you can also review the personalized returns of your investment portfolio by selecting the Personal Performance option in the My Account View section of the website. The quarterly performance summary is available here.

Fund NameFund
Code
Morningstar
Category
Stable Value/Cash Management
Capital Preservation Money Purchase 1201  
Capital Preservation Deferred Compensation Plan 1202  
Bond  
Fixed Income Fund, 457(b) Plan 1123  
Fixed Income Fund, 401(a) Plan 1113  
Balanced/Asset Allocation
T Rowe Price® Retirement Balanced CIT Fund 5310 Allocation--30% to 50% Equity
T Rowe Price® Retirement 2005 CIT Fund 5311 Target-Date 2000-2010
T Rowe Price® Retirement 2010 CIT Fund 5312 Target-Date 2000-2010
T Rowe Price® Retirement 2015 CIT Fund 5313 Target-Date 2015
T Rowe Price® Retirement 2020 CIT Fund 5314 Target-Date 2020
T Rowe Price® Retirement 2025 CIT Fund 5315 Target-Date 2025
T Rowe Price® Retirement 2030 CIT Fund 5316 Target-Date 2030
T Rowe Price® Retirement 2035 CIT Fund 5317 Target-Date 2035
T Rowe Price® Retirement 2040 CIT Fund 5318 Target-Date 2040
T Rowe Price® Retirement 2045 CIT Fund 5319 Target-Date 2045
T Rowe Price® Retirement 2050 CIT Fund 5320 Target-Date 2050
T Rowe Price® Retirement 2055 CIT Fund 5321 Target-Date 2055
T Rowe Price® Retirement 2060 CIT Fund 1528 Target-Date 2060
U.S. Stock
Large Cap US Equity Fund, 457(b) Plan 1120
Large Cap US Equity Fund, 401(a) Plan 1110
Small/Mid Cap US Equity Fund, 457(b) Plan 1121
Small/Mid Cap US Equity Fund, 401(a) Plan 1111
International/Global Stock
International Equity Fund, 457(b) Plan 1122
International Equity Fund, 401(a) Plan 1112
Specialty
Real Assets Fund 1218

 

Brokerage Option for 457 Deferred Compensation Plan and the 401(a) Money Purchase Pension Plan (Contact the BART Benefits Office for more information)

General Disclosures
Investment options listed were available at the time this information was generated and can change overtime. Investment option performance is available the 5th business day after month end and benchmark/peer group performance is available on the 10th business day after quarter end. Information prior to those time periods may be incomplete.

Please refer to http://www.icmarc.org/for-individuals/education/glossary for a glossary of investment and fee related terms.

Contact Your Representative

Susan Chang
Susan Chang,
Retirement Plans Specialist
(866) 620-6064
BARTretirement@icmarc.org
Ray Ortiz
Ray Ortiz,
Retirement Plans Specialist
(888) 883-8571
BARTretirement@icmarc.org
Joanne Holan
Joanne Holan,
CERTIFIED FINANCIAL PLANNERTM
(877) 313-8317
JHolan@icmarc.org