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CALUMET GP LLC RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of CALUMET GP LLC RETIREMENT SAVINGS PLAN

Total Available Funds: 7
Investment Description
American Funds Europacific Growth Fund Class R6
Fidelity 500 Index Fund
Fidelity Large Cap Growth Index Fund
Vanguard Total International Bond Index Fund Admiral Shares
Invesco Developing Markets Fund Class R6
Prudential Core Plus Bond Fund
Vanguard Retirement Savings Trust III

Investment model portfolios

We provide two types of investment model portfolios for CALUMET GP LLC RETIREMENT SAVINGS 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.