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Merrill Lynch and Co. Inc. 401 K Savings and Investment Plan
Investment Model Portfolios

Investment options of Merrill Lynch and Co. Inc. 401 K Savings and Investment Plan

Total Available Funds: 24
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Instl
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth
SMALL BLEND LMBMX Legg Mason Batterymarch US Sm Cap Eq IS
LARGE VALUE MABAX BlackRock Basic Value Instl
Small Growth ARTSX Artisan Small Cap Investor
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
MID-CAP BLEND VEMPX Vanguard Extended Market Idx Instl Plus
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A
LARGE VALUE DODGX Dodge & Cox Stock
LARGE GROWTH MDFGX BlackRock Capital Appreciation Inv A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond WACSX Western Asset Core Bond IS
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
Others
World Allocation PAAIX PIMCO All Asset Instl
ROOT BACSTK BAC COM STK FUND
Moderate Allocation MACPX BlackRock Balanced Capital Instl
ROOT MLPXX Funds For Institutions Series: FFI Premier Institutional Fund
ROOT MLPXT FFI PREMIER INSTITUTIONAL FUND
World Allocation MALOX BlackRock Global Allocation Instl
World Allocation MDLOX BlackRock Global Allocation Inv A
INTERNATIONAL EQUITY
Foreign Large Blend VTPSX Vanguard Total Intl Stock Idx Instl Pls
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Primary

Investment model portfolios

We provide two types of investment model portfolios for Merrill Lynch and Co. Inc. 401 K Savings and Investment 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.