IRON Financial 3(38) Investment Fiduciary Service IRON ...

IRON 3(38) Investment Fiduciary Service

IRON Recommended Funds

Nationwide Retirement Flexible Advantage - Index Core - Passive TO TargetDate

Updated As Of: July 19, 2023

Broad Asset Category /

Morningstar Asset Category

Fund Name

Fund Code

Fund Ticker

ProspectusNet

Expense Ratio +

Equity

Large Growth Index

Vanguard Growth Index Admiral

CSRA

VIGAX

0.05

Large Value Index

Vanguard Value Index Adm

CTAA

VVIAX

0.05

Mid-Cap Index

Vanguard Mid Cap Index Admiral

CSSA

VIMAX

0.05

Small-Cap Index

Vanguard Small Cap Index Adm

CSXA

VSMAX

0.05

International Equity Index

Vanguard Developed Markets Index Admiral

CWCA

VTMGX

0.07

Emerging Market Index

Vanguard Emerging Mkts Stock Idx Adm

CSOA

VEMAX

0.14

S&P 500 Index

Fidelity? 500 Index

EVMA

FXAIX

0.015

Total Stock Market Index

Vanguard Total Stock Mkt Idx Adm

CUQA

VTSAX

0.04

International Equity Index

Calvert International Responsible Idx R6

FSUA

CDHRX

0.26

Large Blend Index

Vanguard FTSE Social Index Admiral

FLIA

VFTAX

0.14

Intermediate Govt Bond Index

Vanguard Intmdt-Term Trs Idx Admiral

CZJA

VSIGX

0.07

Inflation Protected Bond (TIPS) Index

Fidelity? Inflation-Prot Bd Index

EVQA

FIPDX

0.05

Total Bond Market Index

Fidelity? US Bond Index

EWDA

FXNAX

0.025

Short-Term Bond Index

Vanguard Short-Term Bond Index Adm

CSWA

VBIRX

0.07

Short-Term Corp Bond Index

Vanguard Short-Term Corp Bd Idx Admiral

CZLA

VSCSX

0.07

Global Bond Index

Vanguard Total Intl Bd Idx Admiral?

CZMA

VTABX

0.11

REIT Index

Vanguard Real Estate Index Admiral

CSUA

VGSLX

0.12

US Fund High Yield Bond

Federated Hermes Instl High Yield Bd IS

FIHA

FIHBX

0.45

US Fund Moderately Conservative

Allocation

Vanguard Wellesley? Income Admiral?

CXAA

VWIAX

0.16

US Fund Moderate Allocation

Vanguard Balanced Index Adm

CSNA

VBIAX

0.07

DKJA

FFNOX

0.11

Federated Hermes Govt Obl Premier

DJRA

GOFXX

0.15

Target Date 2021-2025

BlackRock LifePath? Index 2025 K

CJZA

LIBKX

0.09

Target Date 2026-2030

BlackRock LifePath? Index 2030 K

CKAA

LINKX

0.09

Target Date 2031-2035

BlackRock LifePath? Index 2035 K

CKBA

LIJKX

0.09

Target Date 2036-2040

BlackRock LifePath? Index 2040 K

CKCA

LIKKX

0.09

Equity - Environmental, Social, and

Corporate Governance (ESG)

Fixed Income

Alternative

Asset Allocation

US Fund Moderately Aggressive Allocation Fidelity? Multi-Asset Index

Money Market

US Fund Money Market - Taxable

Target Date Funds

IRON 3(38) Investment Fiduciary Service

IRON Recommended Funds

Nationwide Retirement Flexible Advantage - Index Core - Passive TO TargetDate

Updated As Of: July 19, 2023

Broad Asset Category /

Morningstar Asset Category

Fund Name

Fund Code

Fund Ticker

ProspectusNet

Expense Ratio +

Target Date 2041-2045

BlackRock LifePath? Index 2045 K

CKDA

LIHKX

0.09

Target Date 2046-2050

BlackRock LifePath? Index 2050 K

CKEA

LIPKX

0.09

Target Date 2056-2060

BlackRock LifePath? Index 2055 K

CKFA

LIVKX

0.09

US Fund Target-Date 2060

BlackRock LifePath? Index 2060 K

DMHA

LIZKX

0.09

US Fund Target-Date 2065

BlackRock LifePath? Index 2065 K

FOMA

LIWKX

0.09

Retirement Income

BlackRock LifePath? Index Retire K

CKGA

LIRKX

0.09

QDIA Option

If the balanced fund option is selected as the QDIA, the Vanguard Balanced Index Adm(VBIAX) will be used as the investment option

If the target date fund option is selected as the QDIA, the BlackRock Target Date funds will be used as the investment option

Default Suspense Option

If the default suspense option is selected, the Federated Hermes Govt Obl Premier(GOFXX) will be used as the investment option

Nationwide Fixed Select Contract - Not Listed

This contract requires competing funds restrictions, which include Money Market and various Short-Duration Bond funds where available and are listed in the Fixed Income

category. Additional paperwork is required to establish the Nationwide Fixed Select Contract. This option must be approved and available for the plan type in the plan¡¯s state of

jurisdiction, and requires that the plan¡¯s advisor is appropriately licensed to sell such product.

The letter ¡°C" after a Fund name indicates Fund house closed the subject fund for new investors.

+ Net Of Clear Credit if applicable.

The fund information provided above by IRON Fiduciary is for reference purposes only for certain plans that have selected IRON Fiduciary¡¯s 3(38) Investment Fiduciary Service.

Neither Nationwide nor any of its affiliates are related to, or affiliated with, IRON Fiduciary. Nationwide is not responsible for IRON Fiduciary's services.

The material contained in this document is for general information purposes and is not intended as an offer or a solicitation for the purchase and/or sale of any security and/or

financial instrument. The funds selected are current as of the date specified above and are subject to change without prior notice. This information is for internal use only and is

not for dissemination to the general public. Complete disclosure of IRON Fiduciary's 3(38) Investment Process is available upon request.

PNM-15538AO

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