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WINDSTREAM 401(k) PLAN
Investment Model Portfolios

Windstream Corporation, together with its subsidiaries, provides various telecommunications services primarily in rural areas in the United States. It offers phone, high-speed Internet, and digital television services.

Investment options of WINDSTREAM 401(k) PLAN

Total Available Funds: 23
Investment Description
BLACKROCK EXTENDED EQUITY MARKET FUND COLLECTIVE TRUST FUND
FIDELITY INSTITUTIONAL MANAGEMENT SMALL/MID CAP COMMINGLED FUND COLLECTIVE TRUST FUND
INVESco STABLE VALUE RETIREMENT FUND COLLECTIVE TRUST FUND
STATE STREET GLOBAL ALL CAP EQUITY EX-US INDEX COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT INCOME TRUST II COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2020 TRUST II COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2025 TRUST II COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2030 TRUST II COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2035 TRUST II COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2040 TRUST II COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2045 TRUST II COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2050 TRUST II COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2055 TRUST II COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2060 TRUST II COLLECTIVE TRUST FUND
VANGUARD TARGET RETIREMENT 2065 TRUST II COLLECTIVE TRUST FUND
AMERICAN FUNDS EUROPACIFIC GROWTH FUND MUTUAL FUND
BLACKROCK CORE BOND PORTFOLIO MUTUAL FUND
DODGE & COX STOCK FUND MUTUAL FUND
FIDELITY US BOND INDEX FUND MUTUAL FUND
PIMCO ALL ASSET FUND MUTUAL FUND
PIMCO INCOME FUND MUTUAL FUND
T. ROWE PRICE BLUE CHIP GROWTH FUND MUTUAL FUND
VANGUARD INSTITUTIONAL INDEX FUND MUTUAL FUND

Investment model portfolios

We provide two types of investment model portfolios for WINDSTREAM 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.

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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
WINDSTREAM 401(k) PLAN Tactical Asset Allocation Moderate NA -1.59% -0.53% -0.32% -0.16% -0.11% -0.08% -0.07%
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%
Data as of 10/31/2024, AR inception is 12/31/2000