USAA Investment (Mutual Funds)
Vendor General Information

Marketing Approaches

• Advisors

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:

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:

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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
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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:

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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