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SHELTERED WINGS, INC. 401(K) PLAN
Investment Model Portfolios

Investment options of SHELTERED WINGS, INC. 401(K) PLAN

Total Available Funds: 29
Investment Description
AMERICAN FUNDS AMERICAN BALANCED R6 MUTUAL FUNDS
AMERICAN FUNDS EUROPACIFIC GR R6 MUTUAL FUNDS
AMERICAN FUNDS NEW PERSPECTIVE R6 MUTUAL FUNDS
BLACKROCK LIFEPATH INDEX 2025 K MUTUAL FUNDS
BLACKROCK LIFEPATH INDEX 2030 K MUTUAL FUNDS
BLACKROCK LIFEPATH INDEX 2035 K MUTUAL FUNDS
BLACKROCK LIFEPATH INDEX 2040 K MUTUAL FUNDS
BLACKROCK LIFEPATH INDEX 2045 K MUTUAL FUNDS
BLACKROCK LIFEPATH INDEX 2050 K MUTUAL FUNDS
BLACKROCK LIFEPATH INDEX 2055 K MUTUAL FUNDS
BLACKROCK LIFEPATH INDEX 2060 K MUTUAL FUNDS
BLACKROCK LIFEPATH INDEX RETIREMENT K MUTUAL FUNDS
COHEN & STEERS REAL ESTATE SECURITIES Z MUTUAL FUNDS
EMPOWER T. ROWE PRICE MID CAP GR INST MUTUAL FUNDS
FIDELITY 500 INDEX MUTUAL FUNDS
FIDELITY EXTENDED MARKET INDEX MUTUAL FUNDS
FIDELITY INFLATION PROTECTED BOND INDEX MUTUAL FUNDS
FIDELITY SMALL CAP INDEX MUTUAL FUNDS
JANUS HENDERSON VENTURE N MUTUAL FUNDS
PIMCO TOTAL RETURN INSTL MUTUAL FUNDS
PRINCIPAL GLOBAL DIV INC INSTL MUTUAL FUNDS
T. ROWE PRICE OVERSEAS STOCK I MUTUAL FUNDS
VIRTUS NFJ MID-CAP VALUE INST MUTUAL FUNDS
EMERGING MARKETS FUND CLASS R1 COLLECTIVE TRUST FUNDS
FRS WESTERN ASSET CORE BOND CIT G1 COLLECTIVE TRUST FUNDS
LARGE CAP GROWTH FUND II FEE CLASS R1 COLLECTIVE TRUST FUNDS
LARGE CAP VALUE FUND CLASS R1 COLLECTIVE TRUST FUNDS
SMALL CAP VALUE FUND II FEE CLASS R1 COLLECTIVE TRUST FUNDS
THE STANDARD STABLE ASSET II COLLECTIVE TRUST FUNDS

Investment model portfolios

We provide two types of investment model portfolios for SHELTERED WINGS, 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.