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PESG LLC 401K PLAN
Investment Model Portfolios

Investment options of PESG LLC 401K PLAN

Total Available Funds: 10
Asset Class Ticker Description
Others
ROOT AFAXX American Funds Money Market Fund; Class A Shares
Target Date 2026-2030 AAETX American Funds Target Date Retirement Series: American Funds 2030 Target Date Retirement Fund; Class A Shares
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Target Date 2011-2015 AABTX American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares
Target Date 2021-2025 AADTX American Funds Target Date Retirement Series: American Funds 2025 Target Date Retirement Fund; Class A Shares
Target Date 2016-2020 AACTX American Funds Target Date Retirement Series: American Funds 2020 Target Date Retirement Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
INTERNATIONAL EQUITY
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
US EQUITY
LARGE GROWTH AGTHX Growth Fund of America

Investment model portfolios

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