INVESTMENT ADVISOR'S 529 COLLEGE SAVINGS PLANS . .

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INVESTMENT ADVISOR'S 529 COLLEGE SAVINGS PLANS . . Powered By Docstoc
					    INVESTMENT ADVISOR’S                                   TOP 25 529 COLLEGE SAVINGS PLANS . . .
. . . BY TOTAL AMOUNT INVESTED


                                                                                     TOTAL INVESTED           PLAN       NUMBER OF
                                                                                        IN PLAN*            INCEPTION   INVESTMENT     MAXIMUM
PLAN/STATE                                                                               ($ BIL.)              DATE       OPTIONS    CONTRIBUTION


    1   COLLEGEBOUNDFUND (RI)                                                                $7.9             2000          15         $330,690

    2   NEW YORK'S 529 COLLEGE SAVINGS PROGRAM (NY)                                          $6.8             2003          15         $235,000

    3   THE UNIQUE COLLEGE INVESTING PLAN (NH)                                               $5.3             1998          27         $318,000

    4   NEXTGEN COLLEGE INVESTING PLAN (ME)                                                  $5.2             1999          27         $320,000

    5   COLLEGEADVANTAGE (OH)                                                                $5.2             1989          32         $321,000

    6   VANGUARD 529 COLLEGE SAVINGS PLAN (NV)                                               $3.4             2002          22         $310,000

    7   SCHOLARSHARE COLLEGE SAVINGS PLAN (CA)                                               $2.9             1999          28         $320,000

    8   U.FUND (MA)                                                                          $2.8             1999          27         $300,000

    9   FIDELITY ADVISOR 529 PLAN (NH)                                                       $2.6             2001          23         $318,000

10      UTAH EDUCATIONAL SAVINGS PLAN (UT)                                                   $2.5             1996          9          $330,000

11      SCHOLARS CHOICE COLLEGE SAVINGS PROGRAM (CO)                                         $2.4             1999          8          $280,000

12      JOHN HANCOCK FREEDOM 529 (AK)                                                        $2.1             2001          22         $320,000

13      COLLEGE SAVINGS IOWA (IA)                                                            $2.0             2001          13         $320,000

14      MICHIGAN EDUCATION SAVINGS PLAN (MI)                                                 $1.9             2000          7          $235,000

15      MARYLAND COLLEGE INVESTMENT PLAN (MD)                                                $1.6             2001          13         $320,000

16      LEARNING QUEST 529 EDUCATION SAVINGS PROGRAM (KS)                                    $1.4             2000          25         $290,000

17      FRANKLIN TEMPLETON 529 COLLEGE SAVINGS PLAN (NJ)                                     $1.3             2003          16         $305,000

18      BRIGHT START ADVISOR (IL)                                                            $1.3             2007          6          $320,000

19      COLLEGE SAVINGS PLAN OF NEBRASKA (NE)                                                $1.2             2001          30         $360,000

20      NOWU PENNSYLVANIA 529 GUARANTEED SAVINGS PLAN (PA)                                   $1.2             2000          1          $368,600

21      EDVEST (WI)                                                                          $1.2             2001          13         $246,000

22      MISSOURI'S 529 COLLEGE SAVINGS PLAN (MO)                                             $1.2             2006          18         $235,000

23      THE HARTFORD SMART529 (NATIONAL ADVISOR SOLD) (WV)                                   $1.1             2002          18         $265,620

24      VIRGINIA EDUCATION SAVINGS TRUST (VA)                                                $1.1             1999          17         $350,000

25      BRIGHT START DIRECT (IL)                                                             $1.1             2007          9          $320,000

*
All data was supplied by the plan administrators and is as of 3/31/2008-; prepaid plans are not included.
INVESTMENT ADVISOR AUGUST 2008 | www.investmentadvisor.com
                                         STATE 529 PLANS
                                                                                                                                             DOLLAR AMOUNT
                                                                                                                                          INVESTED IN PLAN OVER
                                                                                                                                            LAST 12 MOS. ($MIL)

 ALABAMA                Alabama Higher Education 529 Fund                    866-529 2228   www.alabama529.com                                    $43.00
 ALASKA                 University of Alaska College Savings Plan            800-478-0003   www.uacollegesavings.com                               NA
                        T.Rowe Price College Savings Plan                    800-369-3641   www.price529.com                                       NA
                        John Hancock Freedom 529                             866-626-8529   www.johnhancockfreedom529.com                        $175.33
 ARIZONA                InvestEd Plan                                        800-777-6472   www.invested529.com                                   $51.75
                        Fidelity Arizona College Savings Plan                800-544-1262   www.fidelity.com/arizona                              $37.86
                        Arizona Family College Savings Program               800-888-2723   www.arizona.collegesavings.com                        $4.47
 ARKANSAS               GIFT College Investing Plan                          800-857-7301   www.thegiftplan.uii.upromise.com                      $11.80
 CALIFORNIA             ScholarShare Advisor College Savings Plan            800-544-9999   www.advisor.fidelity.com                               NA
                        ScholarShare College Savings Plan                    800-544-5248   www.scholarshare.com                                   NA
 COLORADO               Stable Value Plus College Savings Plan               800-448-2424   www.collegeinvest.org                                 $9.72
                        Direct Porfolio College Savings Plan                 800-448-2424   www.collegeinvest.org                                $211.88
                        Scholars Choice College Savings Program              888-572-4652   www.collegeinvest.org                                $456.84
                        CollegeInvest Direct Portfolio Savings Plan          800-448-2424   www.collegeinvest.org                                $154.10
 CONNECTICUT            Connecticut Higher Education Trust (CHET)            888-799-2438   www.aboutchet.org                                    $226.82
 DELAWARE               The Delaware College Investment Plan                 800-544-1655   www.fidelity.com/delaware                              NA
 DISTRICT OF COLUMBIA   DC College Savings Plan                              800-368-2745   www.dccollegesavings.com                              $24.70
 GEORGIA                Path2College529 Plan                                 877-424-4377   www.path2college529.com                              $130.35
 HAWAII                 Hawaii's College Savings Program                     866-529-3343   www.hi529.com                                          NA
 IDAHO                  Idaho College Savings Program (IDEAL)                866-433-2533   www.idsaves.org                                        NA
 ILLINOIS               Bright Directions College Savings Program            866-722-7283   www.brightdirections.com                             $193.00
                        Bright Start Direct                                  877-432-7444   www.brightstartsavings.com                             NA
                        Bright Start Advisor                                 877-432-7444   www.brightstartadvisor.com                             NA
 INDIANA                CollegeChoice 529 Investment Plan                    866-400-7526   www.collegechoiceplan.com                            $210.62
 IOWA                   College Savings Iowa                                 888-672-9116   collegesavingsiowa.uii.upromise.com                  $182.50
 KANSAS                 Schwab 529 College Savings Plan                      888-903-3863   www.schwab.com/529                                   $167.50
                        Learning Quest 529 Education Savings Program         800-579-2203   www.learningquest.com                                $177.50
 KENTUCKY               Kentucky Eduction Savings Plan Trust (KESPT)         877-598-7878   www.kysaves.com                                       $15.37
 LOUSIANNA              Student Tuition Assistance & Revenue Trust (START)   800-259-5626   www.startsaving.la.gov                                $46.20
 MAINE                  NextGen College Investing Plan                       877-463-9436   www.nextgenplan.com                                 $5,605.79
 MARYLAND               Maryland College Investment Plan                     888-463-4723   www.collegesavingsmd.org                               NA
 MASSACHUSETTS          U.Fund                                               800-544-2776   www.fidelity.com/ufund                                 NA
 MICHIGAN               Michigan Education Savings Plan (MESP)               877-861-6377   www.misaves.org                                      $359.34
 MINNESOTA              Minnesota College Savings Plan                       877-338-4646   www.mnsaves.com                                      $112.71
 MISSISSIPPI            MS Affordable College Savings Advisor Program        800-486-3670   www.collegesavingsms.org                               NA
                        MS Affordable College Savings Direct Program         800-486-3670   www.collegesavingsms.org                              $17.01
 MISSOURI               Missouri's 529 College Savings Plan                  888-414-6618   www.missourimost.s.upromise.com                      $115.20
 MONTANA                Pacific Life Funds 529 College Savings Plan          800-722-2333   www.collegesavings.pacificlife.com                     NA
 NEBRASKA               State Farm College Savings Plan                      800-321-7520   www.statefarm.com/mutual/acct_types/529.asp           $33.25
                        The AIM College Savings Plan                         877-246-7526   www.invescoaim.com                                    $37.34
                        TD Ameritrade 529 College Savings Plan               877-408-4644   www.tdameritrade.com                                  $60.60
                        College Savings Plan of Nebraska                     888-993-3746   www.planforcollegenow.com                            $224.00
 NEVADA                 Vanguard 529 College Savings Plan                    866-734-4530   www.vanguard.com                                     $699.90
                        The Upromise College Fund                            800-857-7305   www.uii.s.upromise.com                               $100.60
 NEW HAMPSHIRE          Fidelity Advisor 529 Plan                            800-544-9999   www.advisor.fidelity.com                               NA
                        The UNIQUE College Investing Plan                    800-544-1914   www.fidelity.com/unique                                NA
 NEW JERSEY             Franklin Templeton 529 College Savings Plan          800-818-4030   www.franklintempleton.com                            $233.67
                        NJBEST 529 College Savings Plan                      877-465-2378   www.njbest.com                                        $92.53
 NEW MEXICO             Scholar's Edge                                       866-529-7283   www.scholarsedge529.com                               $45.00
                        The Education Plan                                   877-337-5268   www.theeducationplan.com                              $73.00
 NEW YORK               New York's 529 College Savings Program               877-697-2837   www.nysaves.uii.upromise.com                         $815.10
 NORTH CAROLINA         North Carolina's National College Savings Program    800-600-3453   www.cfnc.org.nc529                                    $98.11
 NORTH DAKOTA           College SAVE                                         866-728-3529   www.collegesave4u.com                                 $33.00
 OHIO                   CollegeAdvantage                                     800-233-6734   www.collegeadvantage.com                             $917.33
 OKLAHOMA               Oklahoma 529 College Savings Program                 877-654-7284   www.okforsavings.org                                  $71.42
 OREGON                 OppenheimerFunds529 Plan                             888-876-7529   www.opp529.com                                        $28.00
                        Oregon College Savings Plan                          866-722-8464   www.oregoncollegesavings.com                          $77.00
                        MFS 529 Savings Plan                                 866-637-7526   www.mfs.com                                            NA
 PENNSYLVANIA           Pennsylvania 529 Direct Investment Plan              800-294-6195   www.pa529direct.com                                   $95.00
                        Pennsylvania College Savings Program                 800-294-6195   www.pa529direct.s.upromise.com                       $259.10
                        nowU Pennsylvania 529 Guaranteed Savings Plan        800-440-4000   www.pa529.gsp.com                                    $136.50
                        nowU Pennsylvania 529 Direct Savings Plan            800-294-6195   www.pa529invest.com                                  $165.20
 RHODE ISLAND           CollegeBoundfund                                     888-324-5057   www.collegeboundfund.com                             $270.30
 SOUTH CAROLINA         Future Scholar                                       888-244-5674   www.futurescholar.com                                  NA
 SOUTH DAKOTA           CollegeAccess 529 Plan                               866-529-7462   www.collegeaccess529.com                             $142.00
 TEXAS                  LoneStar 529 Plan                                    800-445-4723   www.lonestar529.com                                    NA
                        Texas College Savings Plan                           800-445-4723   www.texascollegsavings.com                             NA
 UTAH                   Utah Educational Savings Plan                        800-418-2551   www.uesp.org                                         $600.00
 VERMONT                Vermont Higher Education Investment Plan (VHEIP)     800-637-5860   www.vheip.com                                         $19.29
 VIRGINIA               Virginia Education Savings Trust (VEST)              888-567-0540   www.virginia529.com                                    NA
                        CollegeWealth                                        888-567-0540   www.virginia529.com                                    NA
                        CollegeAmerica                                       800-421-4120   www.americanfunds.com                                  NA
 WEST VIRGINIA          The Hartford SMART529 (National Advisor Sold)        866-574-3542   www.hartfordinvestor.com                             $202.20
                        SMART529 WV Direct (In State Direct Sold)            866-574-3542   www.smart529.com                                     $202.20
                        SMART529 Select (National Direct Sold)               866-574-3542   www.smart528select.com                               $202.20
 WISCONSIN              EdVest                                               888-338-3789   www.edvest.com                                         NA
                        Tomorrow's Scholar                                   866-677-6933   www.tomorrowsscholar.com                               NA



INVESTMENT ADVISOR AUGUST 2008 | www.investmentadvisor.com