Wilshire Advisors LLC Investment Program Overview
Lineup and fact sheets as of 03/25/2026.Download .PDF
For plans that engage Wilshire Advisors as the 3(38) investment fiduciary, this page provides an overview of the investment options available to plan participants. The investment program includes goal-based investing, age-based target date funds, and a core fund lineup.
For over 50 years, Wilshire has combined institutional expertise with technology, data, and innovation to help investors, financial intermediaries, and asset managers improve investment outcomes. The firm partners with 300+ institutional investors and financial intermediaries globally across wealth management, retirement, alternatives, and analytics.
Fund Sort by Fund | Available In | ITD Return Sort by ITD Return | YTD Return Sort by YTD Return | 1 Year Return Sort by 1 Year Return | 3 Year Return Sort by 3 Year Return | 10 Year Return Sort by 10 Year Return |
|---|---|---|---|---|---|---|
AVUVX Avantis® U.S. Small Cap Value Instl | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 15.83% | 10.61% | 24.74% | 14.18% | -- |
97184W269 BlackRock EAFE Equity Index Fund CL R | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W251 BlackRock Equity Index Fund Class AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W236 BlackRock LifePath® Index 2025 Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W228 BlackRock LifePath® Index 2030 Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W210 BlackRock LifePath® Index 2035 Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W194 BlackRock LifePath® Index 2040 Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W186 BlackRock LifePath® Index 2045 Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W178 BlackRock LifePath® Index 2050 Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W160 BlackRock LifePath® Index 2055 Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W152 BlackRock LifePath® Index 2060 Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W145 BlackRock LifePath® Index 2065 Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W137 BlackRock LifePath® Index 2070 Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W244 BlackRock LifePath® Index Retirement Fund AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
97184W285 BlackRock US Debt Index Fund Class AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
GOBSX BrandywineGLOBAL Global Opp Bond IS | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 3.59% | 3.14% | 13.43% | 4.76% | 2.14% |
14020C704 Capital Group EUPAC Trust U2 | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 8.96% | 7.71% | 31.58% | 17.33% | -- |
14020C779 Capital Group New World Trust U2 | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 11.78% | 9.00% | -- | -- | -- |
14022G703 Capital Group U.S. Core Fxd Inc Tr CU2A | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
14020C191 Capital Group U.S. High-Yield Tr U2 | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 2.33% | 0.81% | -- | -- | -- |
DFIVX DFA International Value I | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 7.62% | 12.42% | 49.45% | 24.36% | 12.92% |
FPADX Fidelity Emerging Markets Index | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 5.41% | 14.33% | 48.99% | 21.01% | 10.43% |
FSMAX Fidelity Extended Market Index Fund | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 12.11% | 3.49% | 16.55% | 15.75% | 12.38% |
FBIIX Fidelity International Bond Index Fund | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 0.97% | 1.96% | 4.01% | 5.39% | -- |
FSRNX Fidelity Real Estate Index | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 6.95% | 7.93% | 5.74% | 7.91% | 5.14% |
97184W319 JPMorgan Core Plus Bond GG Series CL AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
JPPEX JPMorgan Mid Cap Equity R6 | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 10.41% | 5.74% | 11.37% | 12.46% | 12.40% |
BRWVX MFS Blended Research Growth Equity R6 | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 15.37% | –3.18% | 15.38% | 26.80% | 16.70% |
97184D634 PGIM High Yield Bond Fund CIT CL R | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 8.69% | 0.78% | 7.37% | 9.67% | -- |
97184D790 PIMCO Core Bond CIT CL R1 | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
PIGWX Putnam International Value R6 | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 7.54% | 10.29% | 37.07% | 20.67% | 11.27% |
97184W616 Putnam Large Cap Value Trust II | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
39052K308 Putnam Stable Value Fund | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
VEXRX Vanguard Explorer Adm | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 9.62% | 5.02% | 15.03% | 11.15% | 13.02% |
VWILX Vanguard International Growth Adm | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 8.12% | 3.22% | 15.68% | 13.50% | 12.19% |
VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | 2.22% | 0.93% | 4.85% | 5.32% | 3.15% |
97184E558 Voya Alpha+ Small Cap Trust Fund CL AG | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
29216Y450 Voya Core Plus Trust Fund Class 6 | Goal-Based Strategy Age-Based Strategy Invest On Your Own Strategy | -- | -- | -- | -- | -- |
Model Name Sort by Model Name | CUSIP Sort by CUSIP | Expense Ratio | Fund Name |
|---|---|---|---|
Target-Date Retirement | 97184W244 | 0.06% | BlackRock LifePath® Index Retirement Fund AG |
Target-Date 2025 | 97184W236 | 0.06% | BlackRock LifePath® Index 2025 Fund AG |
Target-Date 2030 | 97184W228 | 0.06% | BlackRock LifePath® Index 2030 Fund AG |
Target-Date 2035 | 97184W210 | 0.06% | BlackRock LifePath® Index 2035 Fund AG |
Target-Date 2040 | 97184W194 | 0.06% | BlackRock LifePath® Index 2040 Fund AG |
Target-Date 2045 | 97184W186 | 0.06% | BlackRock LifePath® Index 2045 Fund AG |
Target-Date 2050 | 97184W178 | 0.06% | BlackRock LifePath® Index 2050 Fund AG |
Target-Date 2055 | 97184W160 | 0.06% | BlackRock LifePath® Index 2055 Fund AG |
Target-Date 2060 | 97184W152 | 0.06% | BlackRock LifePath® Index 2060 Fund AG |
Target-Date 2065+ | 97184W145 | 0.06% | BlackRock LifePath® Index 2065 Fund AG |
Target-Date 2065+ | 97184W137 | 0.06% | BlackRock LifePath® Index 2070 Fund AG |
Asset Class Sort by Asset Class | Ticker/CUSIP Sort by Ticker/CUSIP | Fund Name Sort by Fund Name |
|---|---|---|
Stable Value | 39052K308 | Putnam Stable Value Fund |
Core Bond | 97184D790 | PIMCO Core Bond CIT CL R1 |
Core Bond | 14022G703 | Capital Group U.S. Core Fxd Inc Tr CU2A |
Core Plus Bond | 97184W319 | JPMorgan Core Plus Bond GG Series CL AG |
High Yield | 14020C191 | Capital Group U.S. High-Yield Tr U2 |
Global Bond | GOBSX | BrandywineGLOBAL Global Opp Bond IS |
Large Growth | BRWVX | MFS Blended Research Growth Equity R6 |
Large Blend | 97184W251 | BlackRock Equity Index Fund Class AG |
Large Value | 97184W616 | Putnam Large Cap Value Trust II |
Mid Blend | JPPEX | JPMorgan Mid Cap Equity R6 |
Small Blend | 97184E558 | Voya Alpha+ Small Cap Trust Fund CL AG |
Foreign Blend | 97184W269 | BlackRock EAFE Equity Index Fund CL R |
Foreign Growth | 14020C704 | Capital Group EUPAC Trust U2 |
Foreign Value | PIGWX | Putnam International Value R6 |
Emerging Markets | 14020C779 | Capital Group New World Trust U2 |
Real Estate | FSRNX | Fidelity Real Estate Index |
Asset Class Sort by Asset Class | Ticker/CUSIP Sort by Ticker/CUSIP | Fund Name Sort by Fund Name |
|---|---|---|
Core Bond | 97184W285 | BlackRock US Debt Index Fund Class AG |
Short-Term TIPS | VTAPX | Vanguard Shrt-Term Infl-Prot Sec Idx Adm |
Global Bond Hedged | FBIIX | Fidelity International Bond Index Fund |
Large Blend | 97184W251 | BlackRock Equity Index Fund Class AG |
Mid-Cap Blend | FSMAX | Fidelity Extended Market Index Fund |
Foreign Large Blend | 97184W269 | BlackRock EAFE Equity Index Fund CL R |
Emerging Markets | FPADX | Fidelity Emerging Markets Index |
Real Estate | FSRNX | Fidelity Real Estate Index |
Stable Value | 39052K308 | Putnam Stable Value Fund |
Core Plus Bond | 29216Y450 | Voya Core Plus Trust Fund Class 6 |
High Yield Bond | 97184D634 | PGIM High Yield Bond Fund CIT CL R |
Large Growth | BRWVX | MFS Blended Research Growth Equity R6 |
Large Value | 97184W616 | Putnam Large Cap Value Trust II |
Small Growth | VEXRX | Vanguard Explorer Adm |
Small Value | AVUVX | Avantis® U.S. Small Cap Value Instl |
Foreign Large Growth | VWILX | Vanguard International Growth Adm |
Foreign Large Value | DFIVX | DFA International Value I |