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Williams-Sonoma Inc. 401(k) Plan
Investment Model Portfolios

Investment options of Williams-Sonoma Inc. 401(k) Plan

Total Available Funds: 9
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon Intl Equity Inv
US EQUITY
LARGE BLEND SWPPX Schwab S&P 500 Index
LARGE VALUE DODGX Dodge & Cox Stock
SMALL BLEND TSOIX Touchstone Small Cap Value Opp Instl
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
Small Growth TDSIX Touchstone Diversified Small Cap Gr Y
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Others
ROOT SM335 Schwab Mngd Ret Trust 2035 Cl III
ROOT - Williams-Sonoma Inc. Stock Fund

Investment model portfolios

We provide two types of investment model portfolios for Williams-Sonoma Inc. 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.