SAVINGS PLUS PLAN
Investment Model Portfolios

Investment options of SAVINGS PLUS PLAN

Total Available Funds: 24
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Blended Fund Fixed Income Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Inst class Mutual Fund
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Instl class Mutual Fund
LARGE GROWTH RGAFX American Funds EuroPacific Growth Fund Class R5 Mutual Fund
LARGE GROWTH RGAFX American Funds The Growth Fund of Amer Class R5 Mutual Fund
Mid-Cap Growth HLGEX JPMorgan Mid-Cap Growth Sel class Mutual Fund
LARGE VALUE MEIIX MFS Value Fund Class I Shares Mutual Fund
MID-CAP VALUE JMCVX Perkins Mid Cap Value class T Mutual Fund
Small Growth SIGWX Sentinel Small Company class I Mutual Fund
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Fund Institutional Shares Mutual Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares Mutual Fund
US EQUITY LRCX Lam Research Corporation Unitized Stock Fund Company Stock
Others
Target Date 2000-2010 VTOVX Vanguard Target Ret 2005 Inv class Mutual Fund
Target Date 2000-2010 VTENX Vanguard Target Ret 2010 Inv class Mutual Fund
Target Date 2011-2015 VTXVX Vanguard Target Ret 2015 Inv class Mutual Fund
Target Date 2016-2020 VTWNX Vanguard Target Ret 2020 Inv class Mutual Fund
Target Date 2021-2025 VTTVX Vanguard Target Ret 2025 Inv class Mutual Fund
Target Date 2026-2030 VTHRX Vanguard Target Ret 2030 Inv class Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target Ret 2035 Inv class Mutual Fund
Target Date 2036-2040 VFORX Vanguard Target Ret 2040 Inv class Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target Ret 2045 Inv class Mutual Fund
Target Date 2050+ VFIFX Vanguard Target Ret 2050 Inv class Mutual Fund
Retirement Income VTINX Vanguard Target Ret income Inv class Mutual Fund
ROOT CASH Cash & cash equivalents Money Mkt

Investment model portfolios

We provide two types of investment model portfolios for SAVINGS PLUS 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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SAVINGS PLUS PLAN Tactical Asset Allocation Moderate NA 37.66% 14.99% 14.05% 8.56% 8.38% 8.16% 8.57%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

Retirement Plan (401(k)) Info for SAVINGS PLUS PLAN

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