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MERIAL 401K SAVINGS PLAN
Investment Model Portfolios

Investment options of MERIAL 401K SAVINGS PLAN

Total Available Funds: 20
Asset Class Ticker Description
Others
Target Date 2041-2045 TRRKX T Rowe Price Retirement Funds
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds
ROOT DUSXX Dreyfus 100% US Treasury Money Market Fund
Target Date 2000-2010 RRTAX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds
Target Date 2021-2025 TRRHX T Rowe Price Retirement Funds
Target Date 2031-2035 TRRJX T Rowe Price Retirement Funds
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds
Target Date 2046-2050 TRRMX 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
US EQUITY
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
Mid-Cap Growth ARTMX Artisan Partners Funds
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
LARGE GROWTH RGAGX Growth Fund of America
LARGE BLEND WFIRX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Investor Class Shares
MID-CAP VALUE NAMAX Columbia Funds Series Trust: Columbia Mid Cap Value Fund; Class Z Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R5 Shares

Investment model portfolios

We provide two types of investment model portfolios for MERIAL 401K 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.