Sonoma Valley Unified School District

• Authorized Investment Providers

  For specific investment provider information, please click on the investment provider name of your choice to visit the company's website.

  • 403(b)

    • American Fidelity Assurance Co.
      (800) 654-8489
    • American Funds
      (800) 421-0180
    • Ameriprise Financial
      (800) 862-7919
    • CalSTRS Pension2
      (888) 394-2060
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • CTA RSP 403(b) Plan
      (855) 604-6222
    • Equitable
      (800) 628-6673
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Jackson National Life Insurance Co
      (800) 644-4565
    • Mass Mutual Life Insurance Company
      (800) 272-2216
    • MG Trust Company LLC
    • Midland National Life
      (877) 586-0240
    • National Life Group
      (800) 579-2878
    • North American Company for Life
      (866) 322-7069
    • Orion Portfolio Solutions
      (800) 379-2513
    • PenServ-PenSelect/MG Trust Company
      (803) 354-5003
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • TD Ameritrade
      (800) 669-3900
    • USAA Insurance Company
      (800) 531-8722
    • Vanguard Investments - Plan Number: 432177
      (800) 569-4903
    • VOYA Financial
      (800) 584-6001

  • 457(b)

    • CalSTRS Pension2
      (888) 394-2060
    • Orion Portfolio Solutions
      (800) 379-2513
    • VOYA Financial
      (800) 584-6001