BLACKROCK RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Total Available Funds: 28
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend RERGX AMERICAN EURO PACIFIC
Foreign Large Blend ACWX BLACKROCK MSCI ACWI EX US CL F
US EQUITY
Small Growth ATSIX ASTON/TAMRO SMALL CAP (CT)
LARGE BLEND MALRX BLACKROCK LG CAP CORE
LARGE BLEND BRGNX BLACKROCK RUSSELL 1000 FD F
LARGE VALUE DODGX DODGE & COX STOCK FUND
LARGE GROWTH HACAX HARBOR CAPITAL APPRECIATION IN
Others
not found no ticker BLACKROCK ACTIVE STOCK FD CL F
not found no ticker BLACKROCK COMMON STOCK
World Allocation MALOX BLACKROCK GLOBAL ALLOC I
Target Date 2011-2015 VTXVX BLACKROCK LIFEPATH 2015 INDEX
Target Date 2016-2020 VTWNX BLACKROCK LIFEPATH 2020 INDEX
Target Date 2021-2025 VTTVX BLACKROCK LIFEPATH 2025 INDEX
Target Date 2026-2030 VTHRX BLACKROCK LIFEPATH 2030 INDEX
Target Date 2031-2035 VTTHX BLACKROCK LIFEPATH 2035 INDEX
Target Date 2036-2040 VFORX BLACKROCK LIFEPATH 2040 INDEX
Target Date 2041-2045 VTIVX BLACKROCK LIFEPATH 2045 INDEX
Target Date 2046-2050 VFIFX BLACKROCK LIFEPATH 2050 INDEX
Target Date 2051+ VFFVX BLACKROCK LIFEPATH 2055 INDEX
Retirement Income LIRKX BLACKROCK LIFEPATH RETIREMENT INDEX
not found no ticker BLACKROCK RETIREMENT PRESERVATION TRUST
ROOT CASH FFI GOVERNMENT FUND
ROOT CASH FFI PREMIER INSTITUTIONAL FUND
Emerging Market
DIVERSIFIED EMERGING MKTS MADCX BLACKROCK EMER MARK INDEX CL F
FIXED INCOME
Short-Term Bond CLDBX BLACKROCK LOW DURATION BOND
Intermediate-Term Bond MAHQX BLACKROCK TOTAL RETURN FUND
Intermediate-Term Bond WFBIX BLACKROCK US DEBT INDEX FUND
Inflation-Protected Bond BPLBX BLACKROCK US TIPS FUND F

The following is a moderate-risk model portfolio constructed from the investment options of BLACKROCK RETIREMENT SAVINGS PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for BLACKROCK RETIREMENT SAVINGS PLAN

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