Original -- The following section provides access to month-end performance data, investment prospectus, and forms for the plans/entities below.
Updated -- Select your plan or entity below to explore investment information, including month-end performance data, the investment prospectus, and important forms.
Volunteer Fire Relief Associations can invest all or some of their assets with the SBI. If you are a Volunteer Fire Relief Association and wish to invest with the SBI, please visit our Volunteer Fire Relief Association page. link to Fire Relief Associations webpage
Original --Trusts and Other Participating Entities can invest in eligible investment options with the SBI. If you are a Trusts and Other Participating Entities and wish to invest with the SBI, please visit our Trusts and Other Participating Entities page. link to page.
Updated -- Trusts and Other Participating Entities can invest in eligible options through the SBI. For details and next steps, visit the Trusts and Other Participating Entities page.
Original -- PERA administers these accounts. Documents and forms can be found on PERA website. link to PERA webpage
Updated -- These accounts are administered by PERA. For detailed plan information, documents, and forms, please visit the PERA website.
- Month-end performance (link to new performance document)
- Prospectus (link to NR prospectus)
Original -- Public Employees Retirement Association (PERA) administers this plan. Documents and forms can be found on PERA website.
Updated -- This plan is administered by PERA. For detailed plan information, documents, and forms, please visit the PERA website.
- Month-end performance (link to new performance document)
- Investment Prospectus (link to SIF prospectus)
Original -- PERA administers these accounts. Documents and forms can be found on PERA website. link to PERA webpage
Updated -- These accounts are administered by PERA. For detailed plan information, documents, and forms, please visit the PERA website.
- Month-end performance for the Non-Retirement Equity Fund (link to new performance document)
- Investment Prospectus
Original -- PERA administers this plan. Documents and forms can be found under SVF Plan on the PERA website.
Updated -- This plan is administered by PERA. For detailed plan information, documents, and forms, please visit the PERA website.
- Month-end performance (link to new performance document)
- Investment Prospectus (link to VFA prospectus)