AEQUOR 401(K) PLAN Investment Options
Available Funds in AEQUOR 401(K) PLAN
Below is the lineup of investment options available to participants in AEQUOR 401(K) PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
| Investment Description |
|---|
| INVESCO STABLE ASSET – ADPZ Common / Collective Trust 204,457.7700 n/a |
| VAN TARGET RETIRE 2055 Registered Investment Company 22,923.0729 n/a |
| VAN TARGET RETIRE 2050 – INV Registered Investment Company 22,044.3395 n/a |
| VAN TARGET RETIRE 2045 – INV Registered Investment Company 30,198.2656 n/a |
| VAN TARGET RETIRE 2030 – INV Registered Investment Company 20,663.1365 n/a |
| VAN TARGET RETIRE 2035 – INV Registered Investment Company 28,807.5031 n/a |
| VAN TARGET RETIRE 2040 – INV Registered Investment Company 13,551.5847 n/a |
| VAN TARGET RETIRE 2025 – INV Registered Investment Company 18,939.0858 n/a |
| VAN TARG RETIRE 2060 – INV Registered Investment Company 13,406.0208 n/a |
| VAN TARGET RETIRE 2020 – INV Registered Investment Company 3,796.9991 n/a |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company 1,031.6802 n/a |
| STATE ST EQUITY 500 INDEX K Registered Investment Company 697.9613 n/a |
| VAN TARGET RETIRE INC – INV Registered Investment Company 6,847.5055 n/a |
| VAN TARG RETIRE 2065 INV Registered Investment Company 5,136.3037 n/a |
| PIONEER FUNDAMENTAL GROWTH K Registered Investment Company 1,470.5353 n/a |
| VANGUARD SM CAP VAL INDEX ADM Registered Investment Company 661.8241 n/a |
| VAN STRAT SM CP EQTY – INV Registered Investment Company 679.9040 n/a |
| ISHARES MSCI EAFE INTL INDEX K Registered Investment Company 1,450.9158 n/a |
| ISHARES RUSSELL MIDCAP INDEX K Registered Investment Company 1,161.2663 n/a |
| COHEN & STEERS REAL EST SEC Z Registered Investment Company 613.4641 n/a |
| T ROWE PRICE OVERSEAS STOCK Registered Investment Company 788.5620 n/a |
| PIMCO COMMODITIESPLUS STR INS Registered Investment Company 1,370.9080 n/a |
| AMERFUNDS AMER BALANCED – RS Registered Investment Company 135.6334 n/a |
| VANGUARD EMG MKTS STK IDX ADM Registered Investment Company 983.6681 n/a |
| ISHARES US AGGREGATE BD IDX K Registered Investment Company 900.7135 n/a |
| JANUS HENDERSON TRITON FUND N Registered Investment Company 222.2075 n/a |
| PIMCO INCOME FUND – INSTL Registered Investment Company 331.6147 n/a |
| VANGUARD HEALTH CARE INDEX AD Registered Investment Company 11.9529 n/a |
| VANGUARD WINDSOR II FD- ADM Registered Investment Company 746.2726 n/a |
| VANGUARD INFO TECH IDX ADMIRA Registered Investment Company 235.5327 n/a |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| PIONEER FUNDAMENTAL GROWTH K |
| VAN TARGET RETIRE 2055 |
| VANGUARD SMALL CAP INDEX ADMRL |
| VANGUARD SM CAP VAL INDEX ADM |
| STATE ST EQUITY 500 INDEX K |
| VAN TARG RETIRE 2065 |
| ISHARES MSCI EAFE INTL INDEX K |
| ISHARES RUSSELL MIDCAP INDEX K |
| PIMCO INCOME FUND – INSTL |
| VAN STRAT SM CP EQTY – INV |
| AMERFUNDS AMER BALANCED – R6 |
| VAN TARGET RETIRE 2050 |
| VAN TARGET RETIRE 2040 |
| VANGUARD EMG MKTS STK IDX ADM |
| JANUS HENDERSON TRITON FUND N |
| T ROWE PRICE OVERSEAS STOCK |
| VAN TARGET RETIRE 2030 |
| VAN TARG RETIRE 2060 |
| PIMCO COMMODITIESPLUS STR INST |
| VAN TARGET RETIRE 2035 |
| VANGUARD INFO TECH IDX ADMIRAL |
| ISHARES US AGGREGATE BD IDX K |
| VAN TARGET RETIRE 2045 |
| VAN TARGET RETIRE 2025 |
| VAN TARGET RETIRE 2020 |
| COHEN & STEERS REAL EST SEC Z |
| VANGUARD HEALTH CARE INDEX ADM |
| VANGUARD WINDSOR II FD- ADM |
| VAN TARGET RETIRE INC |
| INVESCO STABLE ASSET – ADPZ |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in AEQUOR 401(K) PLAN. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
Get Key Insights for This Plan
Join our community and get data-driven insights about AEQUOR 401(K) PLAN. See how it compares to peer companies in fees, match generosity, and investment quality as soon as our new ranking reports go live.
Notify Me When Ratings Go LiveExplore More Plan Resources
Recent Articles
- Delta’s 401(k): 9% Employer Contribution, 367 Funds, and a Smart Auto-Escalation Design
- Providence Health’s 100% Match on 6% and $600M Pay Raise: What Employees Need to Know
- Meta’s 401(k): 50% Match, Immediate Vesting, and $670M on the Table
- Making Sense of Mixed Signals
- Nike’s 401(k) Match Is Dollar-for-Dollar, Even When the Swoosh Is Struggling
- Tesla 401(k) Review: 50% Match Up to $3,000 — Is That Enough for TSLA Employees?
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Customize Asset Allocation Portfolios
Retirement Calculator
Investment Calculator
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
Keep researching AEQUOR 401(K) PLAN
Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.
Related Calculators
Related Plans
- ADVANCED SERVICES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN (1,053 participants, $20,583,661)
- JOBOT, LLC 401(K) PROFIT SHARING PLAN & TRUST (1,052 participants, $25,738,306)
- HEALTH GRADES 401(K) PLAN (1,054 participants, $26,209,050)
- EAST COAST ASSEMBLERS, INC. 401(K) PLAN (1,049 participants, $4,728,859)
- PARAGON SYSTEMS, INC. 401K PROFIT SHARING PLAN (1,046 participants, $3,755,537)