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 authorized mutual funds from investment companies like Vanguard, DFA, JP Morgan, and State Street, covering various investment categories including money market, bond, stock market index, target retirement, large cap, small cap, emerging markets, and real estate securities funds. Each fund is identified by its specific ticker symbol (such as VUSXX, VBTIX, BSBIX) and classified as a mutual fund.

The list appears to be part of a larger procurement process for retirement program services, where these specific mutual funds represent the investment options available to program participants. The document is marked with a contract identifier DMS-24/25-199 and is designed to provide clear guidance on the authorized investment products for approximately 18,000 SUSORP members across twelve state universities and 95 SMSOAP members. By specifying these exact funds, the document ensures that potential service providers understand the precise investment vehicles that must be made available to participants in these state retirement programs.