Iron Mountain Incorporated provides information management and related services for various media in North America, Europe, Latin America, and the Asia Pacific.
Investment options of The Iron Mountain Companies 401(k) Plan
Total Available Funds: 27
| Investment Description |
|---|
| FID 500 INDEX MUTUAL FUND |
| FID BLUE CHP GR POOL COMMON TRUST FUND |
| T. ROWE PRICE RET 2035 TRUST F COMMON TRUST FUND |
| FID MID CAP MUTUAL FUND |
| FIAM CORE PLUS COM POOL C COMMON TRUST FUND |
| T. ROWE PRICE RET 2030 TRUST F COMMON TRUST FUND |
| T. ROWE PRICE RET 2040 TRUST F COMMON TRUST FUND |
| T. ROWE PRICE RET 2045 TRUST F COMMON TRUST FUND |
| DODGE & COX STOCK I MUTUAL FUND |
| T. ROWE PRICE RET 2025 TRUST F COMMON TRUST FUND |
| WESTWOOD QUALITY SC ULTRA MUTUAL FUND |
| T. ROWE PRICE RET 2050 TRUST F COMMON TRUST FUND |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUND |
| T. ROWE PRICE RET 2055 TRUST F COMMON TRUST FUND |
| T. ROWE PRICE RET 2020 TRUST F COMMON TRUST FUND |
| VANGUARD INF-PROT SECS (INST) MUTUAL FUND |
| T. ROWE PRICE RETIRE BAL F COMMON TRUST FUND |
| T. ROWE PRICE RET 2005 TRUST F COMMON TRUST FUND |
| BROKERAGE ACCOUNT BROKERAGE ACCOUNT |
| T. ROWE PRICE RET 2015 TRUST F COMMON TRUST FUND |
| FID TOTAL INTL IDX MUTUAL FUND |
| FID US BOND IDX MUTUAL FUND |
| T. ROWE PRICE RET 2010 TRUST F COMMON TRUST FUND |
| FID SM CAP IDX MUTUAL FUND |
| T. ROWE PRICE RET 2065 TRUST F COMMON TRUST FUND |
| FIMM GOVT INST MUTUAL FUND |
| NYL INSURANCE ANCHOR IV |
Investment model portfolios
We provide two types of investment model portfolios for The Iron Mountain Companies 401(k) 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.
Retirement Plan (401(k)) Info for The Iron Mountain Companies 401(k) Plan