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Investment Map
As described in the enclosed Plan Enhancements Guide, the number of Investment
Portfolios in the ScholarShare College Savings Plan has been expanded from 15 to 19.
The chart below illustrates how your previous investments were mapped to the new
investment portfolio(s). If you were invested in either of the age-based strategies,
your investments were mapped to age bands in the current age-based strategies based
on the age of your beneficiary at the time of the conversion. For instance, if you had
investments in Portfolio 2030 and your beneficiary is 12 years old, your assets were
transferred to Portfolio 2923, the 11 - 12 Age-Based Portfolio. If you were invested in
static portfolios, you were mapped to new investment portfolios with similar strategies
and risk tolerances. For instance, if you had investments in the 100% Equity Portfolio,
your assets were transferred to Portfolio 2929, the Active Diversified Equity Portfolio.
Active Investment Options
}
New Investment Portfolio
Portfolio
Number
}
Active Age-Based Portfolio, Ages 0 – 4
2920
}
Active Age-Based Portfolio, Ages 5 – 8
2921
}
Active Age-Based Portfolio, Ages 9 – 10
2922
Portfolio 2018
}
Active Age-Based Portfolio, Ages 11 – 12
2923
Portfolio 2015
}
Active Age-Based Portfolio, Ages 13 – 14
2924
Portfolio 2015
}
Active Age-Based Portfolio, Age 15
2925
Portfolio 2012
}
Active Age-Based Portfolio, Age 16
2926
Portfolio 2012
}
Active Age-Based Portfolio, Age 17
2927
}
Active Age-Based Portfolio, Ages 18+
2928
100% Equity Portfolio
}
Active Diversified Equity Portfolio
2929
70% Equity Portfolio
}
Active Growth Portfolio
2930
Conservative Portfolio
}
Active Conservative Portfolio
2932
Social Choice Portfolio
}
Social Choice Portfolio
2933
Money Market Portfolio
}
Guaranteed Option
}
Principal Plus Interest Portfolio**
2954
New Portfolio
Active Moderate Growth Portfolio*
2931
New Portfolio
Active International Equity Portfolio*
2934
New Portfolio
Active Diversified Fixed Income Portfolio*
2935
Prior Portfolio
Portfolio 2030
Portfolio 2027
Portfolio 2024
Portfolio 2024
Portfolio 2021
Portfolio 2021
Portfolio 2018
Portfolio 2012
College Portfolio
*None of your current investment portfolios were mapped to these new investment portfolios, but you may invest in them going forward.
**The Principal Plus Interest Portfolio is neither actively nor passively managed.
Passive Investment Options
}
New Investment Portfolio
Portfolio
Number
}
Passive Age-Based Portfolio, Ages 0 – 4
2936
}
Passive Age-Based Portfolio, Ages 5 – 8
2937
}
Passive Age-Based Portfolio, Ages 9 – 10
2938
Index Portfolio 2018
}
Passive Age-Based Portfolio, Ages 11 – 12
2939
Index Portfolio 2015
}
Passive Age-Based Portfolio, Ages 13 – 14
2940
Index Portfolio 2015
}
Passive Age-Based Portfolio, Age 15
2941
Index Portfolio 2012
}
Passive Age-Based Portfolio, Age 16
2942
Index Portfolio 2012
}
Passive Age-Based Portfolio, Age 17
2943
}
Passive Age-Based Portfolio, Ages 18+
2944
Index 100% Equity
Portfolio
}
Passive Diversified Equity Portfolio
2945
Index 70% Equity
Portfolio
}
Passive Growth Portfolio
2946
Index Conservative
Portfolio
}
Passive Conservative Portfolio
2948
Intermediate Treasury
Index Portfolio
}
Index Bond Portfolio
2950
International Index
Portfolio
}
Index International Equity Portfolio
2951
Spartan Index Portfolio
}
Index U.S. Large Cap Equity Portfolio
2952
Total Market Index
Portfolio
}
Index U.S. Equity Portfolio
2953
Bank Deposit Portfolio
}
Prior Portfolio
Index Portfolio 2030
Index Portfolio 2027
Index Portfolio 2024
Index Portfolio 2024
Index Portfolio 2021
Index Portfolio 2021
Index Portfolio 2018
Index Portfolio 2012
Index College Portfolio
Principal Plus Interest Portfolio**
2954
New Portfolio
Passive Moderate Growth Portfolio*
2947
New Portfolio
Passive Diversified Fixed Income Portfolio*
2949
While your new investments
are very similar in objective,
risk profile and asset allocation,
they are not exactly the same.
As a result, the unit value and
number of shares you now own
will differ from that on your
closing confirmation dated
November 4, 2011. Remember,
you may rebalance your
investments once per calendar
year, so if you have not
rebalanced yet in 2011, you are
welcome to do so any time
before December 31, 2011.
*None of your current investment portfolios were mapped to these new investment portfolios, but you may invest in them going forward.
**The Principal Plus Interest Portfolio is neither actively nor passively managed.
Investments in the plan are neither insured nor guaranteed and there is the risk of investment loss.
TIAA-CREF Tuition Financing, Inc. (TFI) is the Program Manager.
C1278A13207
CA1111.IM