USAA Investment (Mutual Funds)
Vendor General Information

Marketing Approaches

• Advisors
• Regional or Central Office Employees

Helpful Employee Resources

Active 403(b) Payroll Slots

Employers for which USAA Investment Management Company (aka: USAA Investment (Mutual Funds)) is Eligible to Receive 403(b) Contributions, Exchanges, Rollovers and Transfers:

• Clatsop Community College - OR Plan ID 4784801
• ZZZ Public Schools (Hypothetical) - OR Plan ID To Be Determined

Important: The list below represents those Employers in whose 403(b) Plans USAA Investment (Mutual Funds) holds an Inactive Payroll Slot:

• Greater Albany Public School District - OR
    Plan ID To Be Determined

Employers for which USAA Investment (Mutual Funds) is an Orphaned 403(b) Vendor

Plans for which USAA Investment (Mutual Funds) received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has none after 2008:

• End of List

Employers for which USAA Investment (Mutual Funds) is a Deselected 403(b)Vendor

Plans for which USAA Investment (Mutual Funds) held an Active or Inactive Payroll Slot and received contributions after 12/31/2008, but is no longer eligible to receive contributions in the plan:

• Chemeketa Community College - OR
• Eugene Public Schools - OR
• End of List

Employers for which USAA Investment (Mutual Funds) is a Grandfathered 403(b) Vendor

Employers for which USAA Investment (Mutual Funds) is a Grandfathered Contribution Vendor:

• End of List

Important: The list below represents those Employers in whose 403(b) Plans USAA Investment (Mutual Funds) is classified as a Grandfathered Exchange 403(b)Vendor:

• End of List