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Pro2 Serve 401K Plan
Investment Model Portfolios

Investment options of Pro2 Serve 401K Plan

Total Available Funds: 20
Investment Description
PRINCIPAL LIFE INSURANCE COMPANY BOND MARKET INDEX SEPARATE ACCOUNT
PRINCIPAL LIFE INSURANCE COMPANY INCOME SEPARATE ACCOUNT
PRINCIPAL LIFE INSURANCE COMPANY LARGE CAP GROWTH SEPARATE ACCOUNT
PRINCIPAL LIFE INSURANCE COMPANY LARGE CAP S& P 500 INDEX SEPARATE ACCOUNT
PRINCIPAL LIFE INSURANCE COMPANY MID CAP GROWTH SEPARATE ACCOUNT
PRINCIPAL LIFE INSURANCE COMPANY MID CAP S& P 400 INDEX SEPARATE ACCOUNT
PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT FUND (various years)
COLUMBIA MANAGEMENT ADVISORS CONTRA CORE I3 FUND
VANGUARD GROUP US GROWTH ADMIRAL FUND
CARILLON TOWER ADVISORS SMALL CAP GROWTH R6 FUND
DIMENSIONAL FUND ADVISORS U. S. TARGETED VALUE I FUND
JOHN HANCOCK ADVISORS, LLC DISCIPLINED VALUE MID CAP R6 FUND
VIRTUS INVESMENT ADVISORS, LLC MID CAP VALUE EQUITY R6 FUND
CAPITAL RESEARCH AND MANAGEMENT CO. AMERICAN FUNDS MUTUAL R6 FUND
CAPITAL RESEARCH AND MANAGEMENT CO. AMERICAN FUNDS EUROPACIFIC GROWTH R6 FUND
CAPITAL RESEARCH AND MANAGEMENT CO. AMERICAN FUNDS NEW PERSPECTIVE R6 FUND
CAPITAL RESEARCH AND MANAGEMENT CO. AMERICAN FUNDS NEW WORLD R6 FUND
DIMENSIONAL FUND ADVISORS INTERNATIONAL CORE EQUITY I FUND
VANGUARD GROUP DEVELOPING MARKETS INDEX ADMIRAL FUND
FRANKIN TEMPLETON INVESTMENTS FRANKLIN GOLD & PRECIOUS METALS R6 FUND

Investment model portfolios

We provide two types of investment model portfolios for Pro2 Serve 401K 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.