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To invest in SMRT Unit Class V, a plan must either invest a minimum of $100 million or plan assets greater than $400 million is required.

To invest in SMRT Unit Class VI, by a plan either custodied or not custodied with Charles Schwab Trust Bank, a minimum initial investment of $350 million or plan assets greater than $1 billion is required. Pricing and minimum effective January 1, 2021.

To invest in SIRT Unit Class IV, by a plan either custodied or not custodied with Charles Schwab Trust Bank, a minimum initial investment of $1 billion is required.

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