University of California, Merced
PAE-T2-6: Socially Responsible Retirement Plan

Yes, the University of California offers employees the opportunity to make retirement savings investments through Fidelity Investments Services. Fidelity Investments Services offers the following socially responsible investment options: Vanguard FTSE Social Index Fund Institutional Shares This investment seeks to track the performance of the FTSE4Good US Select Index. The fund employs a "passive management" investment approach designed to track the performance of the FTSE4Good US Select Index. The index is composed primarily of large- and mid-cap stocks that have been screened for certain social and environmental criteria by the index sponsor, which is independent of Vanguard. It attempts to replicate the index by investing all, or substantially all, of assets in the stocks that make up the index. Calvert Social Index CL A This investment seeks to match the performance of the Calvert Social Index®, which measures the investment return of large and mid-capitalization stocks. The fund normally invests at least 95% of net assets, including borrowings for investment purposes, in securities contained in the index. It uses a replication index method. The index measures the performance of those companies that meet the sustainable and socially responsible investment criteria and that are selected from the universe of approximately the 1,000 largest U.S. companies, based on total market capitalization, included in the Dow Jones Total Market Index. Fidelity Brokers Link According to Fidelity Investments, the Brokers Link is an option provided to employees to invest in any funds. The offerings, while not specified by the Fidelity investments representative, include additional socially responsible funds, such a Sentinel.