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WESTLAKE SAVINGS PLAN
Investment Model Portfolios

Investment options of WESTLAKE SAVINGS PLAN

Total Available Funds: 15
Asset Class Ticker Description
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
SMALL BLEND ASCIX American Beacon Funds: American Beacon Small Cap Index Fund; Institutional Class Shares
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth LTFAX Columbia Acorn Trust: Columbia Acorn Select Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
Others
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds
Target Date 2041-2045 TRRKX T Rowe Price Retirement Funds
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
Foreign Large Blend JIEIX Artio Global Investment Funds: Artio International Equity Fund; Class I Shares

Investment model portfolios

We provide two types of investment model portfolios for WESTLAKE SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.