Fidelity was founded in 1946 by Edward C. Johnson II and today is the largest mutual fund company in the world. Fidelity Investment Tax-Exempt Services Company (FITSCo) is a division of Fidelity that is one of the nation’s top providers of 403(b) retirement savings plans to not-for-profit organizations, including colleges and universities, healthcare institutions, foundations, and charitable organizations. The University of Michigan added Fidelity as an investment option to its retirement savings plan in 1989.

Prospectuses
Here are prospectuses for two Fidelity funds. For additional investment performance and fund information, visit http://www.fidelity.com/atwork or call Fidelity at 1-800-343-0860.

• Fidelity Freedom Fund Prospectus (73-page PDF)
• Fidelity Money Market Trust — Retirement Money Market Portfolio Prospectus (24-page PDF)

Fidelity Fund Choices
The following Fidelity funds are available for the both the Basic Retirement Savings Plan and for supplemental contributions / SRA. For fund choices available for supplemental contributions/ SRA only, see Fidelity Select Portfolio Funds at the bottom of the page.

Please Note: Fidelity may change fund names and may close funds to new investors at any time. Contact Fidelity to confirm if a fund is still open or if the fund name has changed. Your enrollment may be delayed, or your fund choices defaulted, if you do not list valid Fidelity funds under the U-M Retirement Savings Plan on your enrollment form. For complete fund information, call Fidelity at 800-343-0860 or visit: www.fidelity.com/atwork.

List specific Fidelity fund names (ex: Magellan, Contra, Ginnie Mae) and the corresponding fund numbers on your application. Fidelity may change fund names and may close funds to new investors.  Contact Fidelity to confirm if a fund is still available or if the fund name has changed.  For complete fund information call Fidelity at 800-343-0860 or visit:  www.fidelity.com/atwork

If you list funds that are not available under the U-M Plan, or choose a Fidelity fund that is closed or the name is illegible or incomplete, ALL of your Fidelity fund choices will be voided and contributions will be defaulted to a money market fund until you make valid investment fund elections with Fidelity.

Click here for a printable Fidelity funds List (PDF)