State Trust Funds and other eligible entities may invest their assets with the SBI in one or more of the Non-Retirement Fund investment options, depending on the rules established for the entity.
Non-Retirement Fund Investment Options
Non-Retirement assets are primarily invested with external institutional investment managers in a separate account. Met Council OPEB Fixed Income Portfolio is internally managed by SBI staff.
Eligible Investment Options By Plan
|Participating Entities||Non-Retirement Equity Fund||Non-Retirement Bond Fund||Non-Retirement Money Market Fund|| Assigned Risk
U.S. Govt Intermediate Fixed Income Portfolio
|Met Council Fixed Income Laddered Portfolio|
|Trusts and Other Participating Entities|
|Assigned Risk Plan (Trusts and Participating Entities)|
|Other Postemployment Benefits (OPEB)|
|Met Council (OPEB)|
|Qualifying Governmental Entities|
The Investment Prospectus provides information on the SBI, Non-Retirement Funds investment options, and the procedures to open an account for public entities authorized to invest with the SBI. The prospectus also includes a summary of the management of the funds, past performance, total expenses, and other information for the three Non-Retirement Fund asset class options.