HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Investment Options
Available Funds in HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Below is the lineup of investment options available to participants in HEWITT SCHOOL 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.
Total Available Funds: 96
| Investment Option List |
|---|
| CREF Stock R2 (TLSTX) |
| CREF Growth R2 (TIGRX) |
| CREF Equity Index R2 (TCIEX) |
| CREF Global Equities R2 |
| Nuveen LfCycle Idx 2035 R6 |
| CREF Core Bond R2 (TIBDX) |
| Vanguard 500 Idx Adm (VFINX) |
| Nuveen LfCycle Idx 2045 R6 |
| Nuveen LfCycle Idx 2050 R6 |
| Nuveen LfCycle Idx 2030 R6 |
| CREF Social Choice R2 (TISCX) |
| Nuveen LfCycle Idx 2025 R6 |
| CREF Inflation-Linked Bond R2 (TIILX) |
| TIAA Access Nuv LifeCycle 2050 T4 (TFTIX) |
| Nuveen Intl Eq Idx R6 (BIEIX) |
| Nuveen LfCycle Idx 2055 R6 |
| Nuveen LfCycle Idx 2040 R6 |
| TIAA Access Nuv LifeCycle 2025 T4 (TCLFX) |
| TIAA Access Nuv LifeCycle 2060 T4 (TLXHX) |
| Nuveen LfCycle Idx 2060 R6 |
| TIAA Access Nuv LifeCycle 2040 T4 (TCLOX) |
| TIAA Access Nuv LifeCycle 2045 T4 (TTFIX) |
| Nuveen LfCycle Idx 2020 R6 |
| Vanguard Growth Index Adm (VTGLX) |
| Vanguard Mid-Cap Value Idx Adm (VMVIX) |
| American Fd New Perspective R6 (NPFBX) |
| TIAA Access Nuv LifeCycle 2030 T4 (TCLNX) |
| Dodge & Cox Stock Fund (DODFX) |
| Nuveen Small Cap Bld Idx R6 (ASETX) |
| TIAA Access Nuv LifeCycle 2055 T4 (TTRLX) |
| T Rowe Price Mid Cap Growth (PMEGX) |
| TIAA Access Nuv LifeCycle 2035 T4 (TCLRX) |
| Vanguard Small-Cap Val Idx Adm (TRSVX) |
| Nuveen Large Cap Resp Eq R6 (NLCIX) |
| Loomis Sayles Core Plus Bd Y (NERYX) |
| Vanguard ExtendedMkt Idx Adm |
| American EuroPac Growth R6 (ACLIX) |
| Nuveen Core Impact Bond R6 (NCIRX) |
| Nuveen LfCycle Idx 2015 R6 |
| TIAA Access Nuv LifeCycle 2020 T4 (TCLTX) |
| Vanguard Infl Protect Sec Adm |
| TIAA Access Nuv LifeCycle 2010 T4 (TCLEX) |
| American Funds New World R6 (HVWBX) |
| Nuveen LfCycle Idx 2065 R6 |
| TIAA Access Nuv LifeCycle Rt Inc T4 |
| AB Small Cap Growth Port Adv (DSCGX) |
| Nuveen LfCycle Idx 2010 R6 |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LfCy Rt Inc T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2010 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2020 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2030 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 |
| College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2010 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 |
| College Retirement Equities Fund variable annuities Nuveen Small Cap Bld Idx R6 |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Resp Eq R6 |
| College Retirement Equities Fund variable annuities American EuroPac Growth R6 |
| College Retirement Equities Fund variable annuities American Fd New Perspective R6 |
| College Retirement Equities Fund variable annuities Vanguard Infl Protect Sec Adm |
| College Retirement Equities Fund variable annuities Nuveen Core Impact Bond R6 (NCIRX) |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2055 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2060 T4 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 |
| College Retirement Equities Fund variable annuities Dodge & Cox Stock Fund I |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm |
| College Retirement Equities Fund variable annuities Vanguard Growth Index Adm |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Value Idx Adm |
| College Retirement Equities Fund variable annuities Vanguard Extended Mkt Idx Adm |
| College Retirement Equities Fund variable annuities T Rowe Price Mid Cap Growth I (PMEGX) |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Val Idx Adm |
| College Retirement Equities Fund variable annuities AB Small Cap Growth Port Adv (HNSGX) |
| College Retirement Equities Fund variable annuities American Funds New World R6 (HVWBX) |
| College Retirement Equities Fund variable annuities Loomis Sayles Core Plus Bd Y (NERYX) |
| College Retirement Equities Fund variable annuities CREF Core Bond R2 |
| College Retirement Equities Fund variable annuities CREF Global Equities R2 |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R2 (TIKRX) |
| College Retirement Equities Fund variable annuities CREF Social Choice R2 (TRSCX) |
| College Retirement Equities Fund variable annuities CREF Equity Index R2 |
| College Retirement Equities Fund variable annuities CREF Growth R2 |
| College Retirement Equities Fund variable annuities CREF Stock R2 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 |
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 HEWITT SCHOOL 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% | … | … |
Data as of 05/01/2026, Common starting date is 12/31/2000
Get Key Insights for This Plan
Join our community and get data-driven insights about HEWITT SCHOOL 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
- Amazon 401(k) Plan Review: 50% Match, 1.1M Participants, and the 3-Year Vesting Catch
- Citizens Financial Group 401(k) Review: Dollar-for-Dollar Match Up to 4% With Immediate Vesting
- Target’s 401(k) Review: 100% Match on 5% with Immediate Vesting
- Eversource 401(k) Plan Review: Choose Your Match — 3% or 8%, Immediate Vesting Either Way
- 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
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)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
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 HEWITT SCHOOL 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
- DANA HALL SCHOOL RETIREMENT PLAN FOR PROFESSIONAL EMPLOYEES (512 participants, $25,398,247)
- UNITED STATES PHARMACOPEIAL CONVENTION SUPPLEMENTAL RETIREMENT ANNUITY PLAN (512 participants, $13,367,590)
- BROOKS SCHOOL DC RETIREMENT PLAN (511 participants, $55,048,609)
- MANCHESTER COLLEGE RETIREMENT PLAN (511 participants, $42,431,780)
- FORDHAM UNIVERSITY CLERICAL AND MAINTENANCE TAX-DEFERRED ANNUITY PLAN (511 participants, $17,415,829)