MEADOWS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Investment Options
Available Funds in MEADOWS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Below is the lineup of investment options available to participants in MEADOWS 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: 62
| Investment Description |
|---|
| CREF Stock R1 Registered Investment N/A |
| CREF Growth R1 Registered Investment N/A |
| CREF Global Equities R1 Registered Investment N/A |
| CREF Equity Index R1 Registered Investment N/A |
| CREF Social Choice R1 Registered Investment N/A |
| CREF Core Bond R1 Registered Investment N/A |
| CREF Inflation Linked Bond R1 Registered Investment N/A |
| 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 Plan Loan Default Fund |
| College Retirement Equities Fund variable annuities CREF Stock R1 |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 |
| College Retirement Equities Fund variable annuities CREF Growth R1 |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Bond T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Equity T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Infl Lnk Bd T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Val 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 2050 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Grw T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Val T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 |
| College Retirement Equities Fund variable annuities Vanguard Federal Money Mkt Inv |
| College Retirement Equities Fund variable annuities Vanguard Intl Value Inv |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Idx Adm |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2060 T4 |
| College Retirement Equities Fund variable annuities Baird Aggregate Bond Inst |
| College Retirement Equities Fund variable annuities MassMutual Mid Cap Growth I |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Val Idx Adm |
| College Retirement Equities Fund variable annuities Janus Henderson Triton N |
| College Retirement Equities Fund variable annuities MFS International Growth Cl R6 |
| College Retirement Equities Fund variable annuities T Rowe Price Overseas Stock I |
| College Retirement Equities Fund variable annuities JPMorgan Equity Inc Fd Cla R6 |
| College Retirement Equities Fund variable annuities Amer Century Government Bd R5 |
| College Retirement Equities Fund variable annuities American Fds 2025 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2030 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2035 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2040 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2045 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2050 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2015 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2055 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2060 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2020 Tar Ret R6 |
| College Retirement Equities Fund variable annuities Allspring Spec Mid Cap Val R6 |
| College Retirement Equities Fund variable annuities Schwab S&P |
| College Retirement Equities Fund variable annuities Columbia Int Large Cp Grw Inst |
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 MEADOWS 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
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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
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