Minnesota 529 plan archive

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The Minnesota 529 plan archive page provides information on direct-sold 529 plans and highlights indexed portfolios. All information is derived from Savingforcollege.com and from 529 plan sites and disclosure documents. If you would like to compare this plan with other direct sold plans, use these Compare by Plan Name and Compare by Feature tools.

  • Open to Residents
  • Open to non-residents
Minnesota 529 Plans
Program match on contributions: none
State tax deduction or credit for contributions: none
State tax recapture provisions: none
Age-based investment options: The Managed Allocation Option contains six portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary’s age and later reassigned to more conservative portfolios as the beneficiary approaches college age.
Static investment options: Select among five options: 100% Equity, Balanced, 100% Fixed-Income, Money Market, and the Guaranteed Option.
Expenses: 0.5125% to 0.6125%; None for the Guaranteed Option.
Policy Regarding Ownership Changes: Accepts requests to transfer account ownership.

Investment options

The table below lists the underlying funds comprising the Minnesota 529 savings plan's Aged-Based portfolios

Age-Based Option Underlying Funds
Large-Cap Growth Index Fund
Large-Cap Value Index Fund
Small-Cap Blend Index Fund
Emerging Markets Equity Index Fund
International Equity Index Fund
Real Estate Securities Fund
Bond Index Fund
Inflation-Linked Bond Fund
Short-term Bond Fund
Money Market Fund


The table below provides detailed information on the Minnesota 529 savings plan's static, single fund offerings. These portfolios are primarily indexed. The only exceptions to the indexing strategy are allocations to the actively managed Real Estate and Inflation Linked Bond funds.

Static Multi-Fund Portfolios
TIAA-CREF funds
100% Equity Option

Minnchart 100equity.jpg

Balanced Option

Minnchart balanced.jpg

100% Fixed Income Option

Minnchart fixed income.jpg

  • Large-Cap Growth Index Fund (27.6%)
  • Large-Cap Value Index Fund (27.6%)
  • Small-Cap Blend Index Fund (4.8%)
  • Real Estate Securities Fund (10%)
  • International Equity Index Fund (25%)
  • Emerging Markets Index Fund (5%)
  • Large-Cap Growth Index Fund (16.56%)
  • Large-Cap Value Index Fund (16.56%)
  • TSmall-Cap Blend Index Fund (2.88%)
  • International Equity Index Fund (15.00%)
  • Emerging Markets Index Fund (3.00%)
  • Real Estate Securities Fund (6.00%)
  • Bond Index Fund (30.00%)
  • Inflation Linked Bond Fund (10.00%)


  • Bond Index Fund (75%)
  • Inflation Linked Bond Fund (25%)
-Single Funds-
  • Money Market Fund (100%)
  • TIAA Principal Plus Interest Option (100%)

External links