Attachment M - List of Authorized Products.pdf

Attachment M is a document from the Florida Department of Management Services (DMS) listing authorized investment products for the State University System Optional Retirement Program (SUSORP) and Senior Management Service Optional Annuity Program (SMSOAP). The document provides a comprehensive list of 24 mutual funds, including Vanguard Treasury Money Market, Vanguard Total Bond Market Index Fund, Baird Short-Term Bond, various DFA funds, JP Morgan Large Cap Growth Fund, State Street U.S. Equity, and multiple Vanguard Target Retirement funds with target years ranging from Income to 2070. Each fund is identified by its ticker symbol (such as VUSXX, VBTIX, BSBIX) and classified as a Mutual Fund investment type.

The list serves as Attachment M in the broader solicitation (DMS-24/25-199) for comprehensive retirement program services, which aims to provide defined contribution retirement options for approximately 18,000 SUSORP members and 95 SMSOAP members across twelve state universities. This attachment specifically outlines the pre-approved investment products that the selected service provider must offer, ensuring a standardized and controlled investment selection for program participants. The mutual funds cover various investment strategies including money market, bond market, inflation-protected securities, domestic and international stock indexes, large-cap growth, small-cap, emerging markets, real estate securities, and target-date retirement funds designed for different anticipated retirement years.