Plans and Entities

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.

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)

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.

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