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Southwest Airlines Co. 401 K Plan
Investment Model Portfolios

Investment options of Southwest Airlines Co. 401 K Plan

Total Available Funds: 10
Asset Class Ticker Description
Others
Target Date 2036-2040 MTTIX Manning & Napier Target 2040 I
Retirement Income MTDIX Manning & Napier Target Income I
Target Date 2016-2020 MTNIX Manning & Napier Target 2020 I
Target Date 2000-2010 MTHIX Manning & Napier Target 2010 I
Target Date 2026-2030 MTPIX Manning & Napier Target 2030 I
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor
SMALL BLEND ICSCX ICM Small Company
LARGE VALUE DODGX Dodge & Cox Stock
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A

Investment model portfolios

We provide two types of investment model portfolios for Southwest Airlines Co. 401 K 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.