529 Plan Investment Options (2024)

CollegeCounts 529 Fund

The manager for the Alabama CollegeCounts 529 Fund direct-sold savings program changed from Van Kampen to Union Bank and Trust Company in August 2010. It features age-based, static and individual fund portfolio options using mutual funds from multipl...

CollegeCounts 529 Fund Advisor Plan

The manager for Alabama CollegeCounts 529 Fund Advisor Plan changed from Van Kampen to Union Bank and Trust Company in August 2010. It features age-based, static and individual fund portfolio options using mutual funds from multiple fund firms.

Alaska 529

Alaska 529 (previously known as University of Alaska College Savings Plan) is a direct-sold 529 savings plan. The plan features both enrollment-based and static portfolios, along with an additional portfolio called the University of Alaska Portfolio ...

John Hanco*ck Freedom 529

T. Rowe Price and John Hanco*ck have teamed up with Alaska to offer the John Hanco*ck Freedom 529 advisor-sold 529 savings program. It features enrollment-based and static portfolios utilizing mutual funds from over 20 asset managers.

T. Rowe Price College Savings Plan

T. Rowe Price College Savings Plan is a direct-sold plan that offers eight enrollment-based portfolios and six static portfolios. The investment portfolios offered by the plan utilize T. Rowe Price mutual funds. Plan participation is open to resident...

AZ529, Arizona's Education Savings Plan

AZ529, Arizona's Education Savings Plan is a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Connecticut, Delaware, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity Series activel...

AZ529, Arizona's Education Savings Plan - Bank Plan

College Savings Bank, a Division of NexBank offered two FDIC-insured options as part of the AZ529, Arizona's Education Savings Plan: (1) fixed-rate CDs with one-year, two-year or three-year maturities; and (2) the CollegeSure Honors Savings Account, ...

The Goldman Sachs 529 Plan

Arizona's Goldman Sachs 529 Plan is an advisor-sold 529 savings program that features eleven year of enrollment funds, five target-risk funds and 15 individual-fund portfolios invested in Goldman Sachs mutual funds.

Arkansas Brighter Future Direct Plan

The team of Ascensus College Savings and The Vanguard Group manages the Arkansas Brighter Future Direct Plan, featuring target enrollment portfolio and static portfolio options utilizing Vanguard mutual funds, and an FDIC-insured savings option. Acco...

Brighter Future Advisor Plan

Arkansas' Brighter Future Advisor Plan from BlackRock is comprised solely of iShares ETFs and offers 7 year-of-enrollment portfolios, 4 asset allocation options, and 17 individual portfolios. These 21 portfolios can be mixed and matched or used indep...

ScholarShare 529

California's ScholarShare 529 is available to residents of any state. It offers a variety of investment options from TIAA-CREF, T. Rowe Price, Vanguard and others. While California does not offer a state tax deduction for contributions to the plan, S...

Direct Portfolio College Savings Plan

The team of Ascensus Broker Dealer Services, Inc. and The Vanguard Group manages the Colorado Direct Portfolio College Savings Plan. It features age-based and static portfolio options utilizing Vanguard mutual funds. Accounts can be linked to the Upr...

Scholars Choice Education Savings Plan

Colorado's Scholars Choice Education Savings Plan (formerly known asColorado Scholars Choice College Savings Program) is sold exclusively through advisors. The plan's management changed from Legg Mason to TIAA-CREF Tuition Financing, Inc. in July 2...

Smart Choice College Savings Plan

Colorado's Smart Choice College Savings Plan offers two FDIC-insured options through FirstBank: a one-year time savings account and a money market savings account.

Stable Value Plus College Savings Program

The CollegeInvest Stable Value Plus College Savings Plan was created to protect principal and guarantee a minimum annual rate of return under a funding agreement with Nationwide.

CHET Advisor 529 College Savings Program

The Connecticut Higher Education Trust (CHET) Advisor Plan is managed by Fidelity Investments. Fidelity offers the CHET Advisor 529 Plan through brokers, utilizing Fidelity Series funds in its age-based and static portfolio options, and Fidelity Advi...

Connecticut Higher Education Trust (CHET)

Connecticut Higher Education Trust (CHET), a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity Series actively ma...

DE529 Education Savings Plan

The DE529 Education Savings Plan, a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Connecticut, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity Series actively managed ...

DC College Savings Plan

The DC College Savings Plan is managed by Ascensus College Savings. Ascensus succeeded Calvert Investments as program manager in March 2017. The plan features a menu of age-based and static portfolio options utilizing investments from BlackRock, Vang...

Florida 529 Savings Plan

The Florida 529 Savings Plan is administered by the Florida Prepaid College Board. In September 2019 the Board enhanced the plan with expanded investment options, reduced fees, and additional investment managers. In 2022 the Board converted the age-b...

Path2College 529 Plan

The Georgia Path2College 529 Plan, a TIAA-managed 529 savings program, features a year of enrollment track with 10 portfolios and six static investment options including a Principal Plus Interest Portfolio with a minimum effective annual interest rat...

Hawaii's College Savings Program

Hawaii's College Savings Program switched program managers in November 2007 from Delaware Investments to Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013. The program uses Vanguard Funds in its age-based option, four...

Idaho College Savings Program (IDeal)

The Idaho College Savings Program (IDeal) is managed by Ascensus College Savings and offers 10 investment options: twelve target enrollment portfolios, six fixed portfolios using Vanguard mutual funds, and a Savings Portfolio invested in the Sallie M...

Bright Directions Advisor-Guided 529 College Savings Program

The Illinois Bright Directions Advisor-Guided 529 College Savings Program, sold through brokers and fee-based financial advisors, features an extensive multi-manager platform offering a large number of age-based, static multi-fund, and individual-fun...

Bright Start Direct-Sold College Savings Program

Union Bank & Trust Company succeeded Oppenheimer Funds, Inc. as program manager of the Bright Start College Savings Program in July 2017. The Illinois direct-sold Plan features three age-based options using either a multi-firm or index-based strategy...

CollegeChoice 529 Direct Savings Plan

In September 2008, Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, took over the management of the Indiana CollegeChoice 529 Direct Savings Plan from JPMorgan, and it now features a year of enrollment option, eight...

CollegeChoice Advisor 529 Savings Plan

Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, became manager of the Indiana CollegeChoice Advisor 529 Savings Plan in September 2008, replacing JPMorgan. The plan uses BlackRock, Schwab, DFA, American Funds, T.Ro...

CollegeChoice CD 529 Savings Plan

Two FDIC-insured options are offered in the CollegeChoice CD 529 Savings Plan: (1) fixed-rate CDs with one-year, two-year or three-year maturities, and (2) the Honors Savings Account, a high-yield savings account available from College Savings Bank, ...

College Savings Iowa

College Savings Iowa is a direct-sold 529 college savings plan available to residents of any state offering low fees and 14 investment options from Vanguard. Iowa residents may enjoy a state tax deduction for contributions to the plan.

IAdvisor 529 Plan

The IAdvisor 529 Plan is managed by Voya Investment Management Co. LLC. Voya succeeded Upromise Investments as program manager in March 2013. The revised program features an age-based option, four static allocation options, and 12 single fund options...

Learning Quest 529 Education Savings Program (Direct-sold)

American Century manages the Learning Quest 529 Education Savings Program (Direct-sold) for Kansas, featuring three age-based tracks with a mix of American Century, Vanguard and Baird funds, one age-based track with Vanguard index funds, 12 static op...

Learning Quest Advisor

Kansas Learning Quest Advisor version of Learning Quest was overhauled in May 2007 and offers multi-manager age-based portfolios and static portfolios in addition to a menu of individual funds. Accounts can be linked to the Upromise rewards service.

Schwab 529 College Savings Plan

The Kansas Schwab 529 College Savings Plan is available through discount broker Charles Schwab and managed by American Century. The Plan utilizes a variety of mutual fund families in its age-based and static portfolios with an actively managed or ind...

KY Saves 529

The manager for KY Saves 529 (previously known as The Kentucky Education Savings Plan Trust) changed from TIAA-CREF to Ascensus College Savings in February 2019. The plan features a school enrollment based option, four asset allocation options, and a...

START Saving Program

The START Saving Program requires Louisiana residency to participate. It is subsidized by the state, resulting in no costs to the participant above the underlying fund costs. Vanguard funds and the State Treasurer's fixed income fund are utilized in ...

NextGen 529 -- Client Direct Series

The Maine NextGen 529 -- Client Direct Series is managed by Vestwell State Savings, LLC and distributed by BlackRock Investments, LLC. The plan utilizes BlackRock (including iShares ETFs) funds in its Year of Enrollment options and static options. I...

NextGen 529 -- Client Select Series

The Maine NextGen 529 -- Client Select Series advisor-sold 529 is managed by Vestwell State Savings Administration, LLC and distributed by BlackRock Investments, LLC.. The plan consists of Year of enrollment, static multi-fund, and individual-fund op...

Maryland 529 -- Maryland Senator Edward J. Kasemeyer College Investment Plan

The Maryland 529 -- Senator Edward J. Kasemeyer College Investment Plan is a direct-sold 529 plan available to residents of any state, and is managed by T. Rowe Price. Maryland residents may enjoy a state tax deduction for contributions to the plan.

U.Fund College Investing Plan

Massachusetts' U.Fund College Investing Plan, a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Connecticut, Delaware and New Hampshire. It features three age-based options; one using Fidelity Series actively m...

MI 529 Advisor Plan

MI 529 Advisor Plan, managed by TIAA-CREF Tuition Financing, Inc., features enrollment-year, asset-allocation, and individual-fund portfolios using funds from nine investment managers.

Michigan Education Savings Program (MESP)

The Michigan Education Savings Program is similar to other TIAA-managed 529 savings programs. The Program features an enrollment year option, six multi-fund options, five single fund options and a principal protection option.

Minnesota College Savings Plan

Minnesota College Savings Plan is a TIAA-managed 529 savings program features an Enrollment Year Investment Option, seven Multi-fund options and three Single fund options and a guaranteed option.

Mississippi Affordable College Savings (MACS) Program

The manager for the Mississippi Affordable College Savings (MACS) Program changed from TIAA-CREF to Intuition College Savings Solutions, LLC in June 2017. The plan features an age-based option, five risk-based options, three individual fund options a...

MOST - Missouri's 529 Education Plan (Direct-sold)

Missouri's 529 Education Plan (Direct-sold), managed by Ascensus College Savings, features three-age based options and 16 static portfolios with funds from Vanguard and Dimensional Fund Advisors. Accounts can be linked to the Upromise rewards service...

Achieve Montana

The Montana Family Education Savings Program -- Investment Plan was renamed Achieve Montana with a new suite of investments added in October 2015. Ascensus College Savings continues to serve as program manager for this direct-sold plan. The plan feat...

Bloomwell 529 Education Savings Plan

Nebraska's Bloomwell 529 Education Savings Plan is issued by the Nebraska Educational Savings Plan Trust and administered by the NebraskaState Treasurer. The plan offers two age-based and two static options including ESG funds, and 17 individual fu...

Nebraska Education Savings Trust -- Advisor College Savings Plan

Nebraska Education Savings Trust -- Advisor College Savings Plan changed program managers in December 2010 from Union Bank and Trust Company of Lincoln, Nebraska to First National Bank of Omaha. Plan management returned to Union Bank and Trust Compan...

Nebraska Education Savings Trust -- Direct College Savings Plan

Nebraska Education Savings Trust -- Direct College Savings Plan switched program managers in December 2010 from Union Bank and Trust Company of Lincoln, Nebraska to First National Bank of Omaha. Management of the plan returned to Union Bank and Trust...

State Farm 529 Savings Plan

Nebraska's State Farm 529 Savings Plan utilizes Vanguard, State Street, DFA and iShares funds in its age-based and static portfolios. Union Bank and Trust Company serves as program manager, succeeding First National Bank and Oppenheimer/OFI.

Future Path 529 Plan

The Future Path 529 plan offers a variety of investment options that use JPMorgan ETFs as the main investment vehicle. The Plan is managed by Ascensus College Savings with JPMIM as the investment manager. The program features college-date, risk-based...

Putnam 529 for America

Launched in October 2010, Nevada's Putnam 529 for America advisor-sold 529 savings plan offers an age-based option, 3 goal-based options, 10 individual-fund options, and 2 options consisting of the Putnam Absolute Return Funds. The 10 individual-fund...

The Vanguard 529 College Savings Plan

The Vanguard 529 College Savings Plan, offered by Nevada, is available to residents of any state, and offers low costs, experience and easy-to-manage savings options.

USAA 529 Education Savings Plan

The USAA 529 Education Savings Plan, offered by Victory Capital and administered by Nevada, is available to residents of any state, features age-based and static portfolio options and can be linked to the Upromise rewards service. Additionally, Victo...

Wealthfront 529 College Savings Plan

The Wealthfront 529 College Savings Plan is an advisor-sold plan sponsored by the State of Nevada with Ascensus Broker Dealer Services, Inc. serving as program manager. Wealthfront is a completely online platform serving as an automated investment ad...

Fidelity Advisor 529 Plan

In addition to its direct-sold 529 plans, Fidelity offers the Fidelity Advisor 529 Plan through brokers, utilizing Fidelity Series funds in its age-based and static portfolio options, and Fidelity Advisor funds in its individual fund portfolio option...

UNIQUE College Investing Plan

New Hampshire's UNIQUE College Investing Plan is Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Connecticut, Delaware and Massachusetts. It features three age-based options; one using Fidelity Series actively ...

Franklin Templeton 529 College Savings Plan

New Jersey Franklin Templeton 529 College Savings Plan is an advisor-sold 529 savings program managed by Franklin Templeton featuring age-based and static portfolio options utilizing mutual funds and/or ETFs along with a money market option.

NJBEST 529 College Savings Plan

New Jersey's NJBEST 529 College Savings Plan is managed by Franklin Templeton and features age-based and static portfolio options utilizing mutual funds and/or ETFs along with a money market option.

Scholar's Edge

New Mexico's Scholar's Edge is an advisor-sold 529 savings program. Ascensus College Savings Recordkeeping Services, LLC, as the program manager, is responsible for the day-today operations of the plan. Principal Global Investors, LLC, as the investm...

The Education Plan's College Savings Program

The Education Plan College Savings Program is managed by Ascensus College Savings and features enrollment-based, index and actively managed static portfolios, and individual fund options from a variety of fund families.

New York's 529 Advisor-Guided College Savings Plan

In May 2012 New York's 529 College Savings Program was renamed New York's 529 Advisor-Guided College Savings Plan. Ascensus Broker Dealer Services, Inc. (formerly Upromise Investments, Inc.) serves as Progam Manager but J.P. Morgan Investment Managem...

New York's 529 College Savings Program -- Direct Plan

New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the pla...

Morgan Stanley National Advisory 529 Plan

The North Carolina State Education Assistance Authority (NCSEAA) contracts with Morgan Stanley Smith Barney LLC as the manager of The Morgan Stanley National Advisory 529 Plan. The plan is offered exclusively to clients participating in Morgan Stanle...

NC 529 Plan

The NC 529 Plan features Vanguard funds in its three age-based options and nine individual options, as well as a federally-insured deposit option offered by the State Employees' Credit Union.

College SAVE (Advisor)

North Dakota's College SAVE, managed by Ascensus College Savings, offers 9 investment options: three age-based options and six individual portfolios managed by Vanguard. In May 2017, the plan added an advisor-sold share class. Accounts can be linked ...

College SAVE (Direct)

North Dakota's College SAVE, managed by Ascensus College Savings, offers 9 investment options: three age-based options and six individual portfolios managed by Vanguard. Accounts can be linked to the Upromise rewards service.

BlackRock CollegeAdvantage Advisor 529 Savings Plan

The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 18 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, ...

Ohio's 529 Plan, CollegeAdvantage

The investment menu in Ohio's 529 Plan, CollegeAdvantage, features 2 age-based options and 5 risk-based options using Vanguard funds, 13 static investment options using Vanguard and DFA funds, and 2 types of FDIC-insured deposit accounts through Fift...

Oklahoma 529

Oklahoma 529, a TIAA-managed 529 savings program features an enrollment year options, three equity options, a balanced option, a fixed income option, and a guaranteed option.

Oklahoma Dream 529 Plan

Oklahoma Dream 529 Plan, an advisor-sold 529 savings plan is managed by Fidelity Investments. Fidelity succeeded TIAA-CREF as manager in September 2020. The plan features eight age-based, two static allocation, and 17 individual fund portfolios.

MFS 529 Savings Plan

Oregon's MFS 529 Savings Plan, an advisor-sold 529 savings program features year of enrollment and risk-based portfolio options utilizing MFS mutual funds.

Oregon College Savings Plan

The Oregon College Savings Plan features enrollment-based and static portfolio options utilizing mutual funds from a variety of fund families and an FDIC-Insured Option. Vestwell succeeded TIAA-CREF as program manager of the Oregon College Savings Pl...

Pennsylvania 529 Investment Plan

Pennsylvania's 529 Investment Plan is available to residents of any state, and offers 26 Vanguard investment options, including a socially responsible equity portfolio. Pennsylvania residents may enjoy a state tax deduction for contributions to the p...

CollegeBound 529 (Advisor-sold)

Rhode Island's CollegeBound 529 savings program is managed by Ascensus College Savings with Invesco Advisors, Inc. as investment manager. The plan is sold through brokers (unit classes A and C) and registered investment advisors (unit class I). Rhode...

CollegeBound Saver (Direct-sold)

The CollegeBound Saver program is Rhode Island's direct-sold plan open to Rhode Island residents and non-residents. It features a menu of age-based and static portfolio options utilizing Invesco, Vanguard, Schwab and BlackRock mutual funds along with...

Future Scholar 529 College Savings Plan (Advisor-sold)

South Carolina's Future Scholar 529 College Savings Plan (Advisor-sold) features an extensive menu of age-based and static portfolio options utilizing mutual funds from Columbia and a number of other fund families. Although sharing the same program n...

Future Scholar 529 College Savings Plan (Direct-sold)

The Future Scholar 529 College Savings Plan is only available to residents of South Carolina. It offers investment options from Columbia and Vanguard and a $426,000 contribution limit. Residents of South Carolina may enjoy a state tax deduction for c...

CollegeAccess 529 (Advisor-sold)

The South Dakota CollegeAccess 529 advisor-sold only plan offers age-based, static asset allocation, and individual fund portfolio options utilizing a large array of investment managers including Virtus Fund Advisers, American Funds, DFA, Dodge & Cox...

CollegeAccess 529 (Direct-sold)

South Dakota's CollegeAccess 529 (Direct-sold) program is available only to those who meet certain South Dakota residency requirements, this 529 savings program features an age-based option, one fixed income static portfolio and two single fund portf...

TNStars College Savings 529 Program

The TNStars College Savings 529 Program is administered by the Tennessee Treasury Department. It features an age-based option and individual investment options with underlying funds from Vanguard, PrimeCap, DoubleLine, and Western Asset.

LoneStar 529 Plan

The program management of Texas' Lonestar 529 Plan was assumed by Orion Advisor Solutions, Inc. (previously known as NorthStar Financial Services Group, LLC) in September 2014. The plan offers an enrollment year option, three risk-based portfolios, a...

Texas College Savings Plan

The Texas College Savings plan, managed by Orion Advisor Solutions, Inc. (previously known as NorthStar Financial Services Group, LLC) offers age-based investment options, three risk-based portfolios and seven static options using underlying investme...

my529

my529, Utah's 529 college savings plan, offers a Target Enrollment Date option with 12 portfolios, 10 Static or Fixed Income options, and two Customizable options. Underlying funds include Vanguard and Dimensional mutual funds, the PIMCO Interest Inc...

Vermont Higher Education Investment Plan

The Vermont Higher Education Investment Plan features age-based and static options from Vanguard and DFA. The plan also offers a TIAA-CREF life insurance product option.

CollegeAmerica

Virginia's CollegeAmerica is a nationally-available, advisor-sold 529 plan that makes available a line-up of target date fund portfolios, objective based multi-fund portfolios and individual mutual funds from American Funds through Class 529-A, 529-C...

Invest529

Invest529, Virginia's direct-sold college savings plan is available to residents of any state, and offers low fees, diverse investment options and tax benefits for residents.

DreamAhead College Investment Plan

The DreamAhead College Investment Plan is Washington’s direct-sold 529 college savings plan that helps families save for future higher education expenses. DreamAhead opened in 2018, and since then, over 16,000 students have taken distributions of $52...

SMART529 Select

The West Virginia SMART529 Select 529 savings program is managed by Hartford Funds and features age-based and static portfolio options utilizing Dimensional Fund Advisors mutual funds. Although DFA funds are typically available only through financial...

SMART529 WV Direct College Savings Plan

The West Virginia SMART529 WV Direct College Savings Plan, available on a direct basis to those who meet certain West Virginia residency requirements, features a menu of age-based and static portfolio options utilizing index funds from Vanguard as we...

The Hartford SMART529

While a similar program (SMART529 WV Direct) is available to West Virginia residents on a direct basis, this advisor-sold version is available nationally. The Hartford SMART529 program features a menu of age-based, static, and individual portfolio op...

Edvest 529

Wisconsin's Edvest 529 is a direct-sold 529 college savings plan available to residents of any state, and offers low minimums and a variety of investment options from TIAA-CREF, T. Rowe Price and others. Wisconsin residents may enjoy a state tax dedu...

Tomorrow's Scholar 529 Plan

Voya, under contract with TIAA-CREF Tuition Financing, Inc., manages Wisconsin's Tomorrow's Scholar® 529 savings program. Voya succeeded Wells Fargo as program manager in late October 2012. The revised program features nine age-based options, fiv...