SYSCO CORPORATION EMPLOYEES 401K PLAN Investment Model Portfolios

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Investment options of SYSCO CORPORATION EMPLOYEES 401K PLAN

Total Available Funds: 399

Investment Description
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares
1st Source Corporation Common Stock
Addus Homecare Corp Common Stock
Amalgamated Finl Corp Common Stock
AMC Networks Inc Common Stock
American Assets Tr Common Stock
American Axle & Mfg Hldgs Inc Common Stock
Amkor Technology, Inc. Common Stock
Amplify Energy Corp New Common Stock
Apogee Enterprises Common Stock
Associated Banc-Corp Common Stock
Axos Financial Inc Common Stock
Bancfirst Corp Common Stock
Banco Latinoamericano De Come Common Stock
Bank Of NT Butterfield & Son Ltd Common Stock
Banner Corp Common Stock
Berry Corp Common Stock
Bluelinx Hldgs Inc Common Stock
Boise Cascade Co Common Stock
Bread Financial Holdings, Inc. Common Stock
Brightview Hldgs Inc Common Stock
Brinker International, Inc. Common Stock
Brookdale Senior Living Inc. Common Stock
Bumble Inc Common Stock
Byline Bancorp Inc Common Stock
Cal Maine Foods Inc Common Stock
Cathay General Bancorp Common Stock
CBL & Assoc Pptys Inc Common Stock
Central Garden & Pet Company Common Stock
Chord Energy Corp Common Stock
City Holding Co Common Stock
Community Healthcare Tr Inc Common Stock
Consensus Cloud Solutions Inc Common Stock
Costamare Inc Common Stock
Digi Intl Inc Common Stock
Dole Plc Common Stock
Douglas Emmett Inc Common Stock
Encore Capital Group Inc. Common Stock
Enersys Common Stock
Enova Intl Inc Common Stock
Enviri Corp Common Stock
Esco Technologies Common Stock
Essential Pptys Rlty Tr Inc Common Stock
Ethan Allen Inters Common Stock
Farmers & Merchants Bank (Ohio) Common Stock
FB Financial Corporation Common Stock
Federal Agric Mtg Corp Common Stock
First Bancorp Puerto Rico Common Stock
First Bancshares Inc Common Stock
First Financial Bancorp. Common Stock
Four Corners Ppty Tr Inc Common Stock
Fulton Financial Corporation Common Stock
Getty Realty Corp Common Stock
G-III Apparel Gp Common Stock
GMS Inc Common Stock
Gray Television, Inc. Common Stock
Green Dot Corp Common Stock
Group 1 Automotive, Inc. Common Stock
Gulfport Energy Corp Common Stock
Hancock Whitney Corporation Common Stock
Hanmi Financial Co Common Stock
Heidrick & Struggl Common Stock
Hovnanian Enterprises, Inc. Common Stock
Iheartmedia Inc Common Stock
Ingles Markets, Incorporated Common Stock
Innospec Inc Common Stock
Innovative Industrial Propertes Inc Common Stock
Inogen Inc Common Stock
Interface, Inc. Common Stock
Intl Bancshares CP Common Stock
Ironwood Pharmaceuticals, Inc. Common Stock
Jackson Financial Inc Common Stock
Kelly Services Inc Common Stock
Kinetik Holdings Inc Common Stock
Koppers Holdings Inc Common Stock
Korn Ferry Common Stock
Lendingtree Inc Common Stock
Liberty Energy Inc Common Stock
Live Oak Bancshares Inc Common Stock
LTC Properties Inc Common Stock
Lumen Technologies Inc Common Stock
M/I Homes, Inc. Common Stock
Marcus Corp Common Stock
Matson Inc Common Stock
Mercury General Corporation Common Stock
Meritage Homes Corp Common Stock
Metallus Inc Common Stock
Mge Energy Inc Common Stock
MVB Financial Corp Common Stock
Netgear Inc Common Stock
Netscout Systems Common Stock
Newmark Group Inc Common Stock
Nmi Hldgs Inc Common Stock
Northwest Natural Holding Company Common Stock
Nu Skin Enterprises, Inc. Common Stock
O-I Glass Inc Common Stock
Old Second Bancorp, Inc. Common Stock
Olympic Steel, Inc. Common Stock
Orasure Tech Common Stock
Otter Tail Corporation Common Stock
Pagseguro Digital Ltd Common Stock
Par Pacific Holdings, Inc. Common Stock
Pathward Finl Inc Common Stock
Peoples Bancorp, Inc. Common Stock
Perdoceo Ed Corp Common Stock
Phibro Animal Health Corporation Common Stock
Phinia Inc Common Stock
Prestige Consumer Healthcare Inc Common Stock
Prog Hldgs Inc Common Stock
Qcr Holdings Inc Common Stock
Rayonier Advanced Materials Inc Common Stock
Ryerson Tull Inc Common Stock
Sally Beauty Holdi Common Stock
Scansource Inc Common Stock
Signet Jewelers LT Common Stock
Skywest Inc Common Stock
Spartannash Company Common Stock
Standex Intl Corp Common Stock
Stellar Bancorp Inc Common Stock
Stewart Information Svcs Corp Common Stock
Stonex Group Inc Common Stock
Suncoke Energy, Inc. Common Stock
Sylvamo Corp Common Stock
Taylor Morrison Home Corp Common Stock
Teekay Corporation Common Stock
Tegna Inc Common Stock
Telephone And Data Systems Inc. Common Stock
The Greenbrier Companies, Inc. Common Stock
The ODP Corp Common Stock
Trico Bancshares Common Stock
Tutor Perini Corporation Common Stock
UMB Finl Corp Common Stock
UTD Natural Foods Common Stock
Vaalco Energy Inc Common Stock
Veracyte Inc Common Stock
Vimeo Inc Common Stock
Virtus Investment Common Stock
Vital Energy Inc Common Stock
Warrior Met Coal Inc Common Stock
Waterstone Financial Inc Md Common Stock
WSFS Financial Corporation Common Stock
Boston Partners Large Cap Value Equity
Comerica Bank & Trust, NA Westfield Small/Mid Cap Growth Equity
Fidelity Management Trust Company Diversified International Commingled Pool
Fidelity Management Trust Company Growth Company Commingled Pool
Global Trust Company William Blair Small-Mid Cap Growth
SEI Trust Company Allspring Core Bond II CIT EF1
SEI Trust Company Westwood SMidCap Value Collective Trust
SEI Trust Company Eastern Shore U.S. Small Cap
SEI Trust Company Short-Term Investment Fund II
State Street Global Advisors Trust Company Russell Small Mid Cap Index Securities Lending Fund Class I
Vanguard Fiduciary Trust Company Institutional Extended Market Index Trust
Vanguard Fiduciary Trust Company Institutional 500 Index Trust
Vanguard Fiduciary Trust Company Target Retirement Income Trust Plus
Vanguard Fiduciary Trust Company Target Retirement 2020 Trust Select
Vanguard Fiduciary Trust Company Target Retirement 2025 Trust Select
Vanguard Fiduciary Trust Company Target Retirement 2030 Trust Select
Vanguard Fiduciary Trust Company Target Retirement 2035 Trust Select
Vanguard Fiduciary Trust Company Target Retirement 2040 Trust Select
Vanguard Fiduciary Trust Company Target Retirement 2045 Trust Select
Vanguard Fiduciary Trust Company Target Retirement 2050 Trust Select
Vanguard Fiduciary Trust Company Target Retirement 2055 Trust Select
Vanguard Fiduciary Trust Company Target Retirement 2060 Trust Select
Vanguard Fiduciary Trust Company Target Retirement 2065 Trust Select
Vanguard Fiduciary Trust Company Target Retirement 2070 Trust Select
Access Group Inc 2013-1 Access Group Inc 2013-1, 5.183%, $746,648 par due 02/25/2036
Advocate Health & Hospitals Corp Advocate Health & Hospitals Corp, 3.829%, $200,000 par due 08/15/2028
Agilent Technologies Inc Agilent Technologies Inc, 2.75%, $800,000 par due 09/15/2029
Alabama Federal Aid Highway Finance Authority Alabama Federal Aid Highway Finance Authority, 2.156%, $195,000 par due 09/01/2032
Albemarle Corp Albemarle Corp, 4.65%, $100,000 par due 06/01/2027
Ameren Illinois Co Ameren Illinois Co, 1.55%, $310,000 par due 11/15/2030
American Express Co American Express Co, 5.282%, $700,000 par due 07/27/2029
American Express Co American Express Co, 6.489%, $400,000 par due 10/30/2031
American Express Co American Express Co, 5.532%, $160,000 par due 04/25/2030
American Honda Finance Corp American Honda Finance Corp, 4.9%, $100,000 par due 03/13/2029
American Honda Finance Corp American Honda Finance Corp, 4.4%, $900,000 par due 09/05/2029
Amgen Inc Amgen Inc, 5.15%, $800,000 par due 03/02/2028
Anglo American Capital PLC Anglo American Capital PLC, 2.25%, $200,000 par due 03/17/2028
Aon Corp / Aon Global Holdings PLC Aon Corp / Aon Global Holdings PLC, 5.15%, $900,000 par due 03/01/2029
Ascension Health Ascension Health, 2.532%, $305,000 par due 11/15/2029
AT&T Inc AT&T Inc, 4.5%, $130,000 par due 05/15/2035
BA Credit Card Trust BA Credit Card Trust, 4.93%, $280,000 par due 05/15/2029
BAE Systems PLC BAE Systems PLC, 5.125%, $430,000 par due 03/26/2029
BANK 2017-BNK5 BANK 2017-BNK5, 3.131%, $311,348 par due 06/15/2060
BANK 2018-BNK11 BANK 2018-BNK11, 3.784%, $376,517 par due 03/15/2061
Bank of America Corp Bank of America Corp, 3.705%, $270,000 par due 04/24/2028
Bank of America Corp Bank of America Corp, 4.271%, $300,000 par due 07/23/2029
Bank of America Corp Bank of America Corp, 1.734%, $170,000 par due 07/22/2027
Bank of America Corp Bank of America Corp, 2.087%, $170,000 par due 06/14/2029
Bank of America Corp Bank of America Corp, 2.551%, $600,000 par due 02/04/2028
Bank of Montreal Bank of Montreal, 4.64%, $150,000 par due 09/10/2030
Bank of New York Mellon Corp Bank of New York Mellon Corp, 4.596%, $140,000 par due 07/26/2030
Bank of Nova Scotia/The Bank of Nova Scotia/The, 4.85%, $600,000 par due 02/01/2030
Baxter International Inc Baxter International Inc, 3.95%, $450,000 par due 04/01/2030
Baxter International Inc Baxter International Inc, 1.915%, $230,000 par due 02/01/2027
Bayer US Finance II LLC Bayer US Finance II LLC, 4.25%, $200,000 par due 12/15/2025
Bayer US Finance II LLC Bayer US Finance II LLC, 4.375%, $200,000 par due 12/15/2028
Becton Dickinson & Co Becton Dickinson & Co, 2.823%, $700,000 par due 05/20/2030
Becton Dickinson & Co Becton Dickinson & Co, 4.693%, $700,000 par due 02/13/2028
Becton Dickinson & Co Becton Dickinson & Co, 4.874%, $190,000 par due 02/08/2029
BFLD Commercial Mortgage Trust 2024-UNIV BFLD Commercial Mortgage Trust 2024-UNIV, 5.89%, $195,000 par due 11/15/2041
BHP Billiton Finance USA Ltd BHP Billiton Finance USA Ltd, 5.1%, $310,000 par due 09/08/2028
BMP 2024-MF23 BMP 2024-MF23, 5.769%, $210,000 par due 06/15/2041
BMW US Capital LLC BMW US Capital LLC, 4.65%, $800,000 par due 08/13/2029
BNP Paribas SA BNP Paribas SA, 4.4%, $250,000 par due 08/14/2028
BNP Paribas Sec Corp BNP Paribas Sec Corp, 1.675%, $200,000 par due 06/30/2027
BOCA Commercial Mortgage Trust 2024-BOCA BOCA Commercial Mortgage Trust 2024-BOCA, 6.318%, $130,000 par due 08/15/2041
Boeing Co/The Boeing Co/The, 2.7%, $140,000 par due 02/01/2027
Boeing Co/The Boeing Co/The, 5.04%, $100,000 par due 05/01/2027
Boeing Co/The Boeing Co/The, 5.15%, $130,000 par due 05/01/2030
Boeing Co/The Boeing Co/The, 2.196%, $100,000 par due 02/04/2026
BPR Trust 2022-OANA BPR Trust 2022-OANA, 6.295%, $380,000 par due 04/15/2037
BX Commercial Mortgage Trust 2021-VOLT BX Commercial Mortgage Trust 2021-VOLT, 5.212%, $330,000 par due 09/15/2036
BX Commercial Mortgage Trust 2022-AHP BX Commercial Mortgage Trust 2022-AHP, 5.387%, $195,000 par due 01/17/2039
BX Commercial Mortgage Trust 2024-AIRC BX Commercial Mortgage Trust 2024-AIRC, 6.088%, $270,000 par due 08/15/2039
BX Commercial Mortgage Trust 2024-GPA2 BX Commercial Mortgage Trust 2024-GPA2, 5.939%, $245,000 par due 11/15/2041
BX Commercial Mortgage Trust 2024-GPA3 BX Commercial Mortgage Trust 2024-GPA3, 5.8%, $100,000 par due 12/15/2039
BX Commercial Mortgage Trust 2024-XL5 BX Commercial Mortgage Trust 2024-XL5, 5.789%, $217,113 par due 03/15/2041
BX Trust 2021-BXMF BX Trust 2021-BXMF, 5.147%, $105,043 par due 10/15/2026
BX Trust 2021-RISE BX Trust 2021-RISE, 5.259%, $160,613 par due 11/15/2036
BX Trust 2022-IND BX Trust 2022-IND, 5.888%, $384,962 par due 04/15/2037
BX Trust 2024-MDHS BX Trust 2024-MDHS, 6.038%, $120,870 par due 05/15/2041
BX Trust 2024-VLT4 BX Trust 2024-VLT4, 5.888%, $100,000 par due 07/15/2029
Capital One Financial Corp Capital One Financial Corp, 3.273%, $160,000 par due 03/01/2030
Capital One Financial Corp Capital One Financial Corp, 4.927%, $110,000 par due 05/10/2028
Capital One Financial Corp Capital One Financial Corp, 5.268%, $200,000 par due 05/10/2033
Capital One Financial Corp Capital One Financial Corp, 5.468%, $300,000 par due 02/01/2029
Cedars-Sinai Health System Cedars-Sinai Health System, 2.288%, $250,000 par due 08/15/2031
CenterPoint Energy Houston Electric LLC CenterPoint Energy Houston Electric LLC, 5.15%, $500,000 par due 03/01/2034
CGMS Commercial Mortgage Trust 2017-B1 CGMS Commercial Mortgage Trust 2017-B1, 3.197%, $483,823 par due 08/15/2050
Charles Schwab Corp Charles Schwab Corp, 5.643%, $800,000 par due 05/19/2029
Charles Schwab Corp/The Charles Schwab Corp/The, 6.196%, $900,000 par due 11/17/2029
Children's Hospital Medical Center/Cincinnati OH Children's Hospital Medical Center/Cincinnati OH, 2.853%, $270,000 par due 11/15/2026
CHRISTUS Health CHRISTUS Health, 4.341%, $150,000 par due 07/01/2028
Citigroup Commercial Mortgage Trust 2017-P7 Citigroup Commercial Mortgage Trust 2017-P7, 3.442%, $276,179 par due 04/14/2050
Citigroup Commercial Mortgage Trust 2018-B2 Citigroup Commercial Mortgage Trust 2018-B2, 4.009%, $195,000 par due 03/10/2051
Citigroup Inc Citigroup Inc, 3.07%, $420,000 par due 02/24/2028
Citigroup Inc Citigroup Inc, 3.785%, $900,000 par due 03/17/2033
Citigroup Inc Citigroup Inc, 4.91%, $120,000 par due 05/24/2033
Citigroup Inc Citigroup Inc, 4.542%, $140,000 par due 09/19/2030
Cleveland Clinic Health System Cleveland Clinic Health System, 2.785%, $335,000 par due 01/01/2031
CNH Equipment Trust 2024-C CNH Equipment Trust 2024-C, 4.03%, $185,000 par due 01/15/2030
CNH Industrial Capital LLC CNH Industrial Capital LLC, 5.1%, $150,000 par due 04/20/2029
Commonwealth Edison Co Commonwealth Edison Co, 3.7%, $400,000 par due 08/15/2028
Connecticut Light and Power Co/The Connecticut Light and Power Co/The, 4.65%, $170,000 par due 01/01/2029
Connecticut Light and Power Co/The Connecticut Light and Power Co/The, 4.95%, $200,000 par due 08/15/2034
Consumers Energy Co Consumers Energy Co, 4.9%, $290,000 par due 02/15/2029
Consumers Energy Co Consumers Energy Co, 4.7%, $700,000 par due 01/15/2030
Cooperatieve Rabobank UA Cooperatieve Rabobank UA, 3.649%, $250,000 par due 04/06/2028
Corebridge Global Funding Corebridge Global Funding, 5.9%, $100,000 par due 09/19/2028
Corebridge Global Funding Corebridge Global Funding, 5.2%, $170,000 par due 01/12/2029
County of Bexar TX County of Bexar TX, 2.021%, $175,000 par due 06/15/2031
CSAIL 2016-C7 Commercial Mortgage Trust CSAIL 2016-C7 Commercial Mortgage Trust, 3.502%, $340,000 par due 11/15/2049
CubeSmart LP CubeSmart LP, 2.25%, $900,000 par due 12/15/2028
CVS Health Corp CVS Health Corp, 4.3%, $640,000 par due 03/25/2028
CVS Health Corp CVS Health Corp, 5.125%, $240,000 par due 02/21/2030
Daimler Truck Finance North America LLC Daimler Truck Finance North America LLC, 2%, $230,000 par due 12/14/2026
Daimler Truck Finance North America LLC Daimler Truck Finance North America LLC, 3.65%, $150,000 par due 04/07/2027
DC Commercial Mortgage Trust 2023-DC DC Commercial Mortgage Trust 2023-DC, 6.314%, $175,000 par due 09/12/2040
Digital Realty Trust LP Digital Realty Trust LP, 4.45%, $160,000 par due 07/15/2028
Dominion Energy South Carolina Inc Dominion Energy South Carolina Inc, 2.3%, $110,000 par due 12/01/2031
DTE Electric Co DTE Electric Co, 2.625%, $100,000 par due 03/01/2031
DTE Electric Co DTE Electric Co, 3%, $140,000 par due 03/01/2032
DTE Electric Securitization Funding II LLC DTE Electric Securitization Funding II LLC, 5.97%, $188,744 par due 03/01/2032
Duke Energy Carolinas LLC Duke Energy Carolinas LLC, 2.45%, $310,000 par due 08/15/2029
Duke Energy Carolinas LLC Duke Energy Carolinas LLC, 2.55%, $180,000 par due 04/15/2031
ECMC Group Student Loan Trust 2018-2 ECMC Group Student Loan Trust 2018-2, 5.483%, $245,505 par due 09/25/2068
ECMC Group Student Loan Trust 2021-1 ECMC Group Student Loan Trust 2021-1, 5.253%, $161,903 par due 11/25/2070
Enbridge Inc Enbridge Inc, 3.125%, $800,000 par due 11/15/2029
Enbridge Inc Enbridge Inc, 5.3%, $500,000 par due 04/05/2029
Energy Transfer LP Energy Transfer LP, 6.1%, $110,000 par due 12/01/2028
Enterprise Fleet Financing 2023-2 LLC Enterprise Fleet Financing 2023-2 LLC, 5.56%, $103,069 par due 04/22/2030
Equifax Inc Equifax Inc, 2.35%, $700,000 par due 09/15/2031
Equifax Inc Equifax Inc, 5.1%, $600,000 par due 12/15/2027
Equifax Inc Equifax Inc, 5.1%, $600,000 par due 06/01/2028
Equifax Inc Equifax Inc, 4.8%, $400,000 par due 09/15/2029
ERP Operating LP ERP Operating LP, 3.25%, $170,000 par due 08/01/2027
Ethiopian Leasing 2012 LLC Ethiopian Leasing 2012 LLC, 2.566%, $280,030 par due 08/14/2026
Evergy Missouri West Inc Evergy Missouri West Inc, 5.15%, $900,000 par due 12/15/2027
Exelon Corp Exelon Corp, 5.15%, $170,000 par due 03/15/2028
Extra Space Storage LP Extra Space Storage LP, 4%, $120,000 par due 06/15/2029
Extra Space Storage LP Extra Space Storage LP, 5.9%, $100,000 par due 01/15/2031
Fannie Mae Pool Fannie Mae Pool, 6.086%, $217,170 par due 01/01/2041
Fannie Mae Pool Fannie Mae Pool, 4%, $404,418 par due 12/01/2041
Fannie Mae Pool Fannie Mae Pool, 3%, $151,182 par due 04/01/2027
Fannie Mae Pool Fannie Mae Pool, 3%, $946,461 par due 03/01/2027
Fannie Mae Pool Fannie Mae Pool, 3.5%, $585,551 par due 08/01/2032
Fannie Mae Pool Fannie Mae Pool, 3.5%, $694,400 par due 11/01/2046
Fannie Mae Pool Fannie Mae Pool, 4%, $140,156 par due 11/01/2045
Fannie Mae Pool Fannie Mae Pool, 3.5%, $705,054 par due 12/01/2042
Fannie Mae Pool Fannie Mae Pool, 3.5%, $145,215 par due 11/01/2045
Fannie Mae Pool Fannie Mae Pool, 3.5%, $519,982 par due 07/01/2046
Fannie Mae Pool Fannie Mae Pool, 2.5%, $246,196 par due 08/01/2031
Fannie Mae Pool Fannie Mae Pool, 3%, $416,117 par due 08/01/2046
Fannie Mae Pool Fannie Mae Pool, 5.5%, $269,698 par due 02/01/2034
Fannie Mae Pool Fannie Mae Pool, 5.5%, $148,850 par due 02/01/2035
Fannie Mae Pool Fannie Mae Pool, 7.812%, $614,144 par due 08/01/2036
Fannie Mae Pool Fannie Mae Pool, 6.038%, $409,099 par due 06/01/2034
Fannie Mae Pool Fannie Mae Pool, 6.854%, $245,457 par due 04/01/2035
Fannie Mae Pool Fannie Mae Pool, 7.315%, $221,213 par due 07/01/2035
Fannie Mae Pool Fannie Mae Pool, 4%, $176,918 par due 11/01/2045
Fannie Mae Pool Fannie Mae Pool, 3.5%, $261,188 par due 02/01/2047
Fannie Mae Pool Fannie Mae Pool, 4%, $375,046 par due 04/01/2056
Fannie Mae Pool Fannie Mae Pool, 4.5%, $110,874 par due 06/01/2056
Fannie Mae Pool Fannie Mae Pool, 4.5%, $333,637 par due 06/01/2056
Fannie Mae Pool Fannie Mae Pool, 4.5%, $153,319 par due 06/01/2056
Fannie Mae Pool Fannie Mae Pool, 4%, $111,127 par due 08/01/2046
Fannie Mae Pool Fannie Mae Pool, 3.5%, $217,049 par due 08/01/2056
Fannie Mae Pool Fannie Mae Pool, 4%, $506,298 par due 07/01/2056
Fannie Mae Pool Fannie Mae Pool, 4%, $283,346 par due 01/01/2041
Fannie Mae Pool Fannie Mae Pool, 4%, $214,041 par due 04/01/2041
Fannie Mae Pool Fannie Mae Pool, 4%, $167,574 par due 11/01/2040
Fannie Mae Pool Fannie Mae Pool, 4%, $384,780 par due 08/01/2051
Fannie Mae Pool Fannie Mae Pool, 4.5%, $378,217 par due 01/01/2051
Fannie Mae Pool Fannie Mae Pool, 3%, $462,572 par due 09/01/2060
Fannie Mae Pool Fannie Mae Pool, 7.37%, $148,827 par due 09/01/2047
Fannie Mae Pool Fannie Mae Pool, 7.37%, $566,663 par due 09/01/2047
Fannie Mae Pool Fannie Mae Pool, 7.1%, $141,177 par due 10/01/2047
Fannie Mae Pool Fannie Mae Pool, 2.5%, $191,107 par due 02/01/2035
Fannie Mae Pool Fannie Mae Pool, 2.5%, $200,064 par due 02/01/2035
Fannie Mae Pool Fannie Mae Pool, 2.5%, $204,451 par due 02/01/2035
Fannie Mae Pool Fannie Mae Pool, 4%, $990,082 par due 04/01/2048
Fannie Mae Pool Fannie Mae Pool, 4.5%, $327,100 par due 11/01/2048
Fannie Mae Pool Fannie Mae Pool, 3.5%, $158,943 par due 08/01/2047
Fannie Mae Pool Fannie Mae Pool, 4%, $886,672 par due 03/01/2049
Fannie Mae Pool Fannie Mae Pool, 3%, $169,089 par due 12/01/2049
Fannie Mae Pool Fannie Mae Pool, 3%, $266,560 par due 04/01/2050
Fannie Mae Pool Fannie Mae Pool, 3%, $400,691 par due 04/01/2050
Fannie Mae Pool Fannie Mae Pool, 2.5%, $394,461 par due 02/01/2035
Fannie Mae Pool Fannie Mae Pool, 2%, $306,203 par due 12/01/2051
Fannie Mae Pool Fannie Mae Pool, 2%, $423,111 par due 01/01/2052
Fannie Mae Pool Fannie Mae Pool, 1.98%, $785,227 par due 06/01/2030
Fannie Mae Pool Fannie Mae Pool, 2.59%, $550,000 par due 12/01/2030
Fannie Mae Pool Fannie Mae Pool, 2.27%, $240,000 par due 04/01/2029
Fannie Mae Pool Fannie Mae Pool, 3.13%, $765,455 par due 01/01/2029
Fannie Mae Pool Fannie Mae Pool, 2.885%, $390,000 par due 05/01/2029
Fannie Mae Pool Fannie Mae Pool, 2.5%, $242,073 par due 12/01/2051
Fannie Mae Pool Fannie Mae Pool, 2%, $113,583 par due 12/01/2051
Fannie Mae Pool Fannie Mae Pool, 2%, $730,496 par due 12/01/2051
Fannie Mae Pool Fannie Mae Pool, 2%, $116,132 par due 12/01/2051
Fannie Mae Pool Fannie Mae Pool, 2.5%, $642,475 par due 01/01/2052
Fannie Mae Pool Fannie Mae Pool, 2%, $550,909 par due 12/01/2051
Fannie Mae Pool Fannie Mae Pool, 2%, $312,861 par due 12/01/2051
Fannie Mae Pool Fannie Mae Pool, 4.47%, $330,000 par due 04/01/2029
Fannie Mae Pool Fannie Mae Pool, 4.65%, $720,000 par due 02/01/2029
Fannie Mae Pool Fannie Mae Pool, 4.46%, $580,516 par due 02/01/2031
Fannie Mae Pool Fannie Mae Pool, 4.57%, $630,000 par due 05/01/2031
Fannie Mae Pool Fannie Mae Pool, 4.962%, $720,000 par due 05/01/2029
Fannie Mae Pool Fannie Mae Pool, 5.23%, $320,000 par due 10/01/2029
Fannie Mae Pool Fannie Mae Pool, 4.04%, $420,000 par due 09/01/2029
Fannie Mae Pool Fannie Mae Pool, 4.37%, $420,000 par due 08/01/2029
Fannie Mae Pool Fannie Mae Pool, 3.8%, $340,000 par due 10/01/2029
Fannie Mae Pool Fannie Mae Pool, 4.08%, $170,000 par due 10/01/2029
Fannie Mae Pool Fannie Mae Pool, 4.14%, $200,000 par due 11/01/2031
Fannie Mae Pool Fannie Mae Pool, 3.815%, $360,000 par due 11/01/2029
Fannie Mae Pool Fannie Mae Pool, 4.475%, $240,000 par due 11/01/2030
Fannie Mae Pool Fannie Mae Pool, 4.35%, $310,000 par due 12/01/2029
Fannie Mae Pool Fannie Mae Pool, 4.36%, $800,000 par due 01/01/2030
Fannie Mae Pool Fannie Mae Pool, 4.4%, $280,000 par due 01/01/2032
Fannie Mae Pool Fannie Mae Pool, 4.3%, $300,000 par due 01/01/2030
Fannie Mae Pool Fannie Mae Pool, 4.325%, $260,000 par due 01/01/2030
Fannie Mae Pool Fannie Mae Pool, 4.255%, $300,000 par due 01/01/2030
Fannie Mae Pool Fannie Mae Pool, 4.32%, $170,000 par due 01/01/2030
Fannie Mae Pool Fannie Mae Pool, 2.5%, $220,270 par due 12/01/2050
Fannie Mae Pool Fannie Mae Pool, 2.5%, $155,436 par due 12/01/2050
Fannie Mae Pool Fannie Mae Pool, 2.5%, $949,259 par due 01/01/2052
Fannie Mae Pool Fannie Mae Pool, 2.5%, $995,212 par due 01/01/2052
Fannie Mae Pool Fannie Mae Pool, 2%, $753,793 par due 12/01/2051
Fannie Mae Pool Fannie Mae Pool, 2%, $446,370 par due 12/01/2051
Fannie Mae Pool Fannie Mae Pool, 3.5%, $851,096 par due 05/01/2052
Fannie Mae Pool Fannie Mae Pool, 3.5%, $785,305 par due 06/01/2052
Fannie Mae Pool Fannie Mae Pool, 4%, $789,770 par due 07/01/2052
Fannie Mae Pool Fannie Mae Pool, 4%, $907,350 par due 07/01/2052
Fannie Mae Pool Fannie Mae Pool, 4%, $781,814 par due 07/01/2052
Fannie Mae Pool Fannie Mae Pool, 5%, $106,424 par due 10/01/2052
Fannie Mae Pool Fannie Mae Pool, 5.5%, $671,951 par due 10/01/2052
Fannie Mae Pool Fannie Mae Pool, 4.5%, $486,893 par due 10/01/2052
Fannie Mae Pool Fannie Mae Pool, 4.5%, $884,101 par due 11/01/2052
Fannie Mae Pool Fannie Mae Pool, 3%, $197,296 par due 04/01/2047
Fannie Mae Pool Fannie Mae Pool, 2.5%, $106,603 par due 01/01/2035
Fannie Mae Pool Fannie Mae Pool, 4%, $702,251 par due 01/01/2051
Fannie Mae Pool Fannie Mae Pool, 4%, $551,448 par due 03/01/2051
Fannie Mae Pool Fannie Mae Pool, 2.5%, $628,959 par due 11/01/2050
Fannie Mae Pool Fannie Mae Pool, 4%, $672,708 par due 05/01/2051
Fannie Mae Pool Fannie Mae Pool, 6%, $731,318 par due 08/01/2037
Fannie Mae Pool Fannie Mae Pool, 6%, $127,723 par due 12/01/2037
Fannie Mae Pool Fannie Mae Pool, 3.5%, $205,900 par due 03/01/2042
Fannie Mae Pool Fannie Mae Pool, 3%, $984,432 par due 03/01/2033
Fannie Mae Pool Fannie Mae Pool, 3%, $654,480 par due 07/01/2033
Fannie Mae Pool Fannie Mae Pool, 3.5%, $667,061 par due 05/01/2049
Fannie Mae Pool Fannie Mae Pool, 3.5%, $730,806 par due 07/01/2049
Fannie Mae Pool Fannie Mae Pool, 3%, $580,716 par due 08/01/2049
Fannie Mae Pool Fannie Mae Pool, 3.5%, $190,209 par due 09/01/2049
Fannie Mae Pool Fannie Mae Pool, 3%, $102,750 par due 11/01/2049
Fannie Mae Pool Fannie Mae Pool, 7.33%, $428,289 par due 05/01/2040
Fannie Mae REMIC Trust 2002-W11 Fannie Mae REMIC Trust 2002-W11, 4.41%, $92,92 par due 11/25/2032
Fannie Mae REMICS Fannie Mae REMICS, 5.5%, $138,834 par due 04/25/2035
Federal Realty OP LP Federal Realty OP LP, 3.25%, $100,000 par due 07/15/2027
Federal Realty OP LP Federal Realty OP LP, 5.375%, $800,000 par due 05/01/2028

Investment model portfolios

We provide two types of investment model portfolios for SYSCO CORPORATION EMPLOYEES 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

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.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
SYSCO CORPORATION EMPLOYEES 401K PLAN Strategic Asset Allocation – Optimal Moderate	NA	24.63%	1.36%	7.30%	5.83%	7.04%	6.82%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	SYSCO CORPORA… Moderate	-1.01	24.63	1.36	7.30	5.83	7.04	6.82	…	…	NA	0.12	9.21	11.16	-14.03	5.45	22.01	18.90	-7.25	11.28	5.90	-1.37	4.84	13.19	12.96	-1.50	14.45	31.74	-26.83	11.26	12.55	9.51	12.87	26.85	-4.97	4.69	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	SYSCO CORPORA… Moderate	NA	0.42	-0.22	0.29	0.28	NA	NA	…	…	NA	0.01	0.31	0.80	-1.16	0.57	1.21	2.54	-0.27	2.25	0.64	-0.16	0.75	1.86	1.61	-0.11	1.26	1.79	-1.22	0.91	1.27	1.26	1.79	3.08	-0.51	0.21	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.74	1.20	0.63	0.75	NA	NA	…	…	1.34	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.66	1.15	0.39	0.64	NA	NA	…	…	1.29	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	SYSCO CORPORA… Moderate	NA	8.38	10.38	12.15	14.08	NA	NA	…	…	NA	7.73	8.43	8.65	13.28	9.58	17.94	6.88	32.03	4.73	8.87	8.67	6.43	7.09	8.01	13.91	11.40	17.71	22.69	9.11	7.31	5.84	6.65	8.49	11.95	11.25	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.41	14.92	16.96	18.14	NA	NA	…	…	14.11	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.68	9.03	10.09	10.34	NA	NA	…	…	10.65	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	SYSCO CORPORA… Moderate	NA	5.34	19.96	22.92	27.93	NA	NA	…	…	NA	0.75	5.30	8.74	20.10	6.32	20.70	3.55	27.93	1.73	7.63	9.78	5.51	6.65	7.18	13.54	8.52	16.60	37.76	5.75	7.91	4.26	6.84	8.32	18.71	13.22	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	SYSCO CORPORA… Moderate	NA	4.05	4.92	4.29	3.29	NA	NA	…	…	NA	NA	0.83	3.53	5.18	4.91	4.37	2.45	2.21	0.17	3.06	2.86	3.17	2.97	3.47	2.88	3.13	2.27	3.29	4.88	6.20	4.44	3.87	2.01	0.75	1.42	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.17	1.54	1.51	2.83	3.97	3.48	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.47	5.87	4.33	4.61	4.44	4.23	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2024, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

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

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
SYSCO CORPORATION EMPLOYEES 401K PLAN Tactical Asset Allocation Moderate	NA	15.71%	0.00%	5.78%	4.01%	4.93%	6.86%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	SYSCO CORPORA… Moderate	-0.33	15.71	0.00	5.78	4.01	4.93	6.86	…	…	NA	0.35	3.41	11.82	-15.83	9.74	19.00	7.30	-5.42	8.26	7.79	-4.90	2.35	10.16	5.33	4.87	8.60	29.88	-14.13	20.35	16.51	13.44	11.23	20.58	-1.43	0.69	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	SYSCO CORPORA… Moderate	NA	-0.18	-0.50	0.26	0.26	NA	NA	…	…	NA	0.02	-0.34	1.00	-1.79	1.02	1.86	1.17	-0.91	1.59	1.43	-0.79	0.40	1.69	1.27	0.61	0.88	3.29	-1.69	1.51	1.58	1.75	1.33	3.44	-0.49	-0.66	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.74	1.20	0.63	0.75	NA	NA	…	…	1.34	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.66	1.15	0.39	0.64	NA	NA	…	…	1.29	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	SYSCO CORPORA… Moderate	NA	9.37	8.93	9.30	7.77	NA	NA	…	…	NA	11.87	9.33	7.60	9.60	9.51	10.07	5.03	7.40	4.81	5.30	6.25	5.77	5.98	4.16	7.88	9.65	9.06	8.89	11.50	8.39	6.42	7.75	5.79	5.19	2.46	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.41	14.92	16.96	18.14	NA	NA	…	…	14.11	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.68	9.03	10.09	10.34	NA	NA	…	…	10.65	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	SYSCO CORPORA… Moderate	NA	6.56	15.73	17.58	17.58	NA	NA	…	…	NA	1.12	6.56	7.34	16.37	5.58	11.56	3.85	12.02	2.73	4.32	8.10	5.44	3.47	3.14	4.60	7.78	4.53	19.01	8.74	10.51	4.89	9.62	3.48	6.95	2.44	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	SYSCO CORPORA… Moderate	NA	3.82	4.87	3.90	2.93	NA	NA	…	…	NA	NA	0.32	4.20	2.73	7.77	2.85	2.55	2.64	0.32	2.68	1.47	2.71	2.85	4.26	3.38	5.30	5.39	4.19	4.92	6.78	3.80	3.63	2.64	0.80	2.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.17	1.54	1.51	2.83	3.97	3.48	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.47	5.87	4.33	4.61	4.44	4.23	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2024, Common starting date is 12/31/2000

Retirement Plan (401(k)) Info for SYSCO CORPORATION EMPLOYEES 401K PLAN

SYSCO CORPORATION EMPLOYEES’ 401(K) PLAN

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