PROCESS DISPLAYS, LLC 401(K) PLAN Investment Options
Available Funds in PROCESS DISPLAYS, LLC 401(K) PLAN
Below is the lineup of investment options available to participants in PROCESS DISPLAYS, LLC 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.
Total Available Funds: 110
| Investment Description |
|---|
| Fairfax Finl Hldgs Ltd Sub Vtg Isin Common Stock 194,724 |
| Stonex Group Inc Com(snex) Common Stock 80,109 |
| Radnet Inc (rdnt) Common Stock 74,616 |
| Kkr &co Inc Com(kkr) Common Stock 97,788 |
| Alphabet Inc Cap Stk Cl A(googl) Common Stock 168,974 |
| Fiserv Inc Comstk Usd0.01(fi) Common Stock 114,543 |
| Sprouts Farmers Market (sfm) Common Stock 47,689 |
| Arcosa Inc Com(aca) Common Stock 97,926 |
| Berkshire Hathaway Inc Com Usd0.0033 Class B (brkb) Common Stock 133,037 |
| Oracle Corp (orcl) Common Stock 99,667 |
| Microsoft Corp (msft) Common Stock 124,245 |
| Builders Firstsource Inc(bldr) Common Stock 130,623 |
| Kinder Morgan Inc Com Us D0.01(kmi) Common Stock 95,041 |
| J Pmorgan Chase &co. Com() Pm) Common Stock 89,635 |
| Royalty Pharma Plc Com Us D0.0001 Class A (rprx) Common Stock 159,376 |
| Laureate Education Inc Common Stock (laur) Common Stock 110,993 |
| Rentokil Initial Sponads Each 5 Ord Shs (rto) Common Stock 144,892 |
| Bunge Global Sa Com Usd0.01(bg) Common Stock 168,041 |
| Ameriprise Financial Inc Com Usd0.01 (amp) Common Stock 79,832 |
| Verra Mobility Corp Cl A Comstk (vrrm) Common Stock 90,758 |
| Disney Walt Co Com(dis) Common Stock 104,534 |
| A10 Networks Inc S D0.00001 (aten) Common Stock 103,862 |
| Ulta Beauty Inc Com(ulta) Common Stock 105,852 |
| Republic Services Inc(rsg) Common Stock 92,492 |
| Iqvia Hldgs Inc Com(iqv) Common Stock 136,894 |
| Select Water Solutions Inc Cl A Com (wttr) Common Stock 73,102 |
| Bluelinx Hldgs Inc Com New(bxc) Common Stock 43,879 |
| Healthstream Inc Com(hstm) Common Stock 89,608 |
| Green Brick Partners Inc(grbk) Common Stock 19,217 |
| Waste Management Inc (wm) Common Stock 80,013 |
| Avid Bioservices Inc Com(cdmo) Common Stock 99,028 |
| Western Asset High Yield Defin Com (hyi) Common Stock 123,506 |
| Thermo Fisher Scientific Inc(tmo) Common Stock 96,008 |
| Global Ship Lease Inc Com Usd0.01 Cl A (post Rev Split) (gsl) Common Stock 61,189 |
| Eog Resources Inc (eog) Common Stock 109,224 |
| Deere & Co (de) Common Stock 83,231 |
| Carrier Global Corporation Com (carr) Common Stock 69,778 |
| At&t Inc Comusd1(t) Common Stock 89,412 |
| Match Group Inc New Com(mtch) Common Stock 104,667 |
| Ss&c Technologies Hldgs Inc Com (ssnc) Common Stock 66,223 |
| Csw Industrials Inc Com(cswi) Common Stock |
| Brightview Hldgs Inc Com(bv) Common Stock 64,486 |
| Cavco Industries Inc(cvco) Common Stock 61,166 |
| Sila Realty Trust Inc Common Stock (sila) Common Stock 89,533 |
| Blackstone Secd Lending Fd Common Stock (bxsl) Common Stock 71,628 |
| Hillman Solutions Corp Com(hlmn) Common Stock 73,485 |
| First Tr High Yield Opprt 2027 Com (fthy) Common Stock 112,023 |
| Elevance Health Inc Com(elv) Common Stock 100,233 |
| Mime Dx Group Inc Com Usd0.001(mdxg) Common Stock 62,127 |
| Tidewater Inc New Com(tdw) Common Stock 96,682 |
| Franklin Covey Co(fc) Common Stock 49,821 |
| Johnson & Johnson Comj Nj) Common Stock 90,298 |
| Target Corp (tgt) Common Stock 71,207 |
| Ellington Financial Inc Comefc) Common Stock 85,702 |
| Capital Southwest Corporation Com Us D0.25 (cswc) Common Stock 62,994 |
| Champion Homes Inc Com(sky) Common Stock 59,097 |
| Douglas Dynamics Inc Com Usd0.01 (plow) Common Stock 79,912 |
| Par Pac Holdings Inc Com New(parr) Common Stock 75,360 |
| Addus Homecare Corp Com Usd0.001 (adus) Common Stock 40,302 |
| Neogen Corp Com Us D0.16(neog) Common Stock 86,392 |
| Alamo Group Inc(alg) Common Stock 31,317 |
| Universal Technical Institute Inc(uti) Common Stock 44,337 |
| Kennedy-wilson Holdings Inc Com(kw) Common Stock 92,390 |
| Vitesse Energy Inc Common Stock (vts) Common Stock 61,657 |
| Boeing Co Dep Conv Pfd A 6.00000% 10/15/2027 (bapra) Preferred Stock 59,070 |
| Hackett Group Inc(hckt) Common Stock 35,018 |
| Barings Bdc Inc Com(bbdc) Common Stock 63,384 |
| Civitas Resources Inc Com New(civi) Common Stock 87,654 |
| Topgolf Callaway Brands Corp Com (modg) Common Stock 105,543 |
| Arhaus Inc Comcl A(arhs) Common Stock 57,236 |
| Capital Southwest Corp Nt Nt 28 7.75000% 08/01/2028 Pfd (cswcz) Preferred Stock 52,887 |
| Docgo Inc Com(dcgo) Common Stock 78,968 |
| Atlas Corp 7.12501% 10/30/2027 Pfd (atcol) Preferred Stock 48,702 |
| Chs Inc Pfd B Sr 2 Rst 7.10000% (chscn) Preferred Stock 50,025 |
| Sila Realty Trust Inc Common Stock (sila) Common Stock 47,601 |
| Techtarget Inc Com New(ttgt) Common Stock 46,779 |
| Steven Madden Ltd(shoo) Common Stock 22,851 |
| First Intst Bancsysteminc Com(fibk) Common Stock 43,513 |
| Runway Growth Finance Corp Nt Cal 27 7.50000% 07/28/2027 Pfd (rwayl) Preferred Stock 38,254 |
| Vitesse Energy Inc Common Stock (vts) Common Stock 22,007 |
| Ford Mtr Co Del Call Nt 62 6.50000% 08/15/2062 Pfd (fprd) Preferred Stock 27,386 |
| Enstar Group Limited 7.00000% Pfd (esgrp) Preferred Stock 24,014 |
| Enstar Group Limited 7.00000% Pfd (esgro) Preferred Stock 23,589 |
| Etsy Inc Com(etsy) Common Stock |
| Saratoga Invt Corp Cal 27 8.12500% 12/31/2027 Pfd (say) Preferred Stock 16,520 |
| Saratoga Invt Corp Call Nt 27 Preferred Stock 16,009 |
| F&g Annuities &life Inc Nt 53 7.95000% 12/15/2053 Pfd (fgn) Preferred Stock |
| United States Treas Ser Q-2029 Fixed Coupon Moodys Aaa US Treasury Debt Securities 154,952 |
| United States Treas Ser As-2026 Fixed Coupon Moodys Aaa US Treasury Debt Securities 140,644 |
| United States Treas Ser Q-2025 Fixed Coupon Moodys Aaa US Treasury Debt Securities 139,585 |
| United States Treas Ser Ad-2027 Fixed Coupon Moodys Aaa US Treasury Debt Securities 118,406 |
| Schwab Charles Corp Bond Perpetual Corporate Debt Securities 58,140 |
| Wayfair Inc Bond Corporate Debt Securities 48,472 |
| Kennedy Wilson Inc Note Call Make Whole Corporate Debt Securities 58,328 |
| American Express Co Bond Perpetual Corporate Debt Securities 54,376 |
| Teladoc Health Inc Bond Corporate Debt Securities 49,420 |
| General Mtrs Finl Co Inc Bond Perpetual Corporate Debt Securities 46,958 |
| Energy Transfer Lp Note Call Make Whole Corporate Debt Securities 45,192 |
| Lendingtree Inc Bond Corporate Debt Securities 36,988 |
| BP Cap Mkts Pl C Note Perpetual Corporate Debt Securities 30,020 |
| F&G Annuities &life Inc Note Corporate Debt Securities |
| Mid Cap Growth Fund Fee Class R1 Collective Trust Fund |
| Small Cap Value Fund Ii Fee Class R1 Collective Trust Fund |
| International Growth Fund Ii Fee R1 Collective Trust Fund |
| Alexander &baldwin Inc New Com (alex) Closed-end Fund 43,916 |
| Blackstone Mortgage Trust Inc Com Usd0.01 Cls A (bxmt) Closed-end Fund 65,143 |
| Brightspire Capital Inc Comcl A (brsp) Closed-end Fund 61,329 |
| Easterly Govt Pptys Inc Com(dea) Closed-end Fund 86,598 |
| Ladder Cap Corp Cl A(ladr) Closed-end Fund |
| Notes Receivable from Participants Maturity Dates: 2025 to |
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 PROCESS DISPLAYS, LLC 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% | … | … |
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
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- We monitor and send timely rebalance emails on what investment funds to buy and sell
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- ETF or mutual fund income portfolios for 4-7% annual income
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