BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN Investment Options
Available Funds in BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Below is the lineup of investment options available to participants in BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT 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 |
|---|
| CREF CREF Stock |
| CREF CREF Social Choice |
| CREF CREF Bond Market |
| CREF CREF Global Equities |
| CREF CREF Growth |
| CREF CREF Equity Index |
| CREF CREF Inflation-Linked Bond |
| TIAA Access Intl Equity |
| TIAA Access Lg-Cap Growth |
| TIAA Access Lifecycle 2010 |
| TIAA Access Lifecycle 2015 |
| TIAA Access Lifecycle 2020 |
| TIAA Access Lifecycle 2025 |
| TIAA Access Lifecycle 2030 |
| TIAA Access Lifecycle 2035 |
| TIAA Access Lifecycle 2040 |
| TIAA Access Lifecycle 2045 |
| TIAA Access Lifecycle 2050 |
| TIAA Access Mid-Cap Growth |
| TIAA Access Mid-Cap Value |
| TIAA Access Real Est Secs |
| TIAA Access Quant Sm-Cap Equity |
| TIAA Access Lifecycle 2055 |
| TIAA Access Lifecycle 2060 |
| TIAA Access Lg-Cap Res Eq |
| Invesco Active Allocation Fund A |
| Invesco Active Allocation Fund C |
| Invesco Developing Markets Fund A |
| Invesco Discovery Large Cap Appreciation Fund A |
| Invesco Discovery Large Cap Appreciation Fund C |
| Invesco Discovery Mid Cap Growth Fund A |
| Invesco Dividend Income Fund A |
| Invesco Global Focus Fund A |
| Invesco Global Allocation Fund A |
| Invesco Global Fund A |
| Invesco Global Fund C |
| Invesco Global Strategic Income Fund A |
| Invesco International Bond Fund A |
| Invesco International Diversified Fund A |
| Invesco International Equity Fund A |
| Invesco Main Street All Cap Fund A |
| Invesco Main Street Mid Cap Fund A |
| Invesco Rising Dividends Fund A |
| Invesco Multi Asset Income Fund Class A |
| Invesco Multi Asset Income Fund Class C |
| Invesco Mult-Strategy Fund A |
| Invesco Quality Income Fund Class A |
| Invesco Quality Income Fund Class C |
| Invesco Select Risk Conservative Investor Fund A |
| Invesco Select Risk Moderate Investor Fund A |
| Invesco Variable Rate Preferred Fund A |
| MoA MoA Equity |
| MoA MoA Mid Cap Equity |
| MoA MoA Small Cap Equity |
| Calvert Calvert International Responsible Idx R6 |
| MoA MoA Retirement Income Fund |
| MoA MoA Clear Passage 2020 Fund |
| MoA MoA Clear Passage 2025 Fund |
| MoA MoA Clear Passage 2030 Fund |
| MoA MoA Clear Passage 2035 Fund |
| MoA MoA Clear Passage 2040 Fund |
| MoA MoA Clear Passage 2045 Fund |
| MoA MoA Clear Passage 2050 Fund |
| MoA MoA Clear Passage 2055 Fund |
| MoA MoA Clear Passage 2060 Fund |
| MoA MoA Clear Passage 2065 Fund |
| Calvert Calvert US Large Cap Core Responsible Index |
| Lincoln American Funds International |
| Lincoln Macquarie Small Cap Value |
| Lincoln Fidelity VIP Contrafund |
| Lincoln Fidelity VIP Growth |
| Lincoln LVIP Baron Growth Opportunities |
| Lincoln LVIP Blackrock Dividend Value |
| Lincoln LVIP Blended Large Cap Growth Managed Volitility |
| Lincoln LVIP Macquarie Bond |
| Lincoln LVIP Macquarie High Yield Fund |
| Lincoln LVIP Macquarie Mid Cap Value |
| Lincoln LVIP Macquarie Social Awareness |
| Lincoln LVIP U.S REIT Fund |
| Lincoln LVIP Dimensional US Core Equity |
| Lincoln LVIP SSGA S&P 500 Index |
| Lincoln MFS Utilities |
| TIAA Traditional Non Benefit Responsive Contract |
| Lincoln Fixed Account |
| TIAA Traditional Benefit Responsive Contract |
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 BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT 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 BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT 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 BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT 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
- DESERT CHRISTIAN SCHOOLS 401(K) PLAN (263 participants, $1,447,549)
- ST. FRANCIS AREA DEVELOPMENTAL CENTER EMPLOYEE RETIREMENT PLAN (263 participants, $1,404,073)
- ARKANSAS COLLEGES OF HEALTH EDUCATION 401(K) PLAN (263 participants, $14,389,980)
- ALTERNATIVE PATHS TRAINING SCHOOL 401(K) RETIREMENT PLAN (264 participants, $4,606,139)
- THE PRIMARY SCHOOL 401(K) PLAN (262 participants, $5,029,766)