New additions to Customized fund offerings

my529 added two new single-fund fixed-income portfolios with underlying Dimensional investments, effective March 25, 2026. The portfolios are available within the Customized investment offerings to account owners who design their own Customized investment allocations or who work with an investment advisor.

my529 continuously evaluates the plan’s investment lineup. These additions expand the intermediate duration fund offerings with two portfolios that provide diversification and additional choice — without duplicating existing options.

Adding one or both of these portfolios to your investment allocation will require an option change. IRS rules allow two option changes per calendar year.

my529 single-fund portfoliosCorresponding Dimensional
underlying investments		Underlying Fund Expense
my529 Investment Grade
(UTDAX)		DFA Investment Grade Portfolio (DFAPX)0.190%
my529 Inflation-Protected Securities (UTDPX)DFA Inflation-Protected Securities (DIPSX)0.110%

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