SEE, INC. 401(K) PLAN Investment Options

Available Funds in SEE, INC. 401(K) PLAN

Below is the lineup of investment options available to participants in SEE, INC. 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: 64
Investment Option List
American Funds 2010 Target Date Retirement R-2E (REATX)
American Funds 2015 Target Date Retirement R-2E (REJTX)
American Funds 2020 Target Date Retirement R-2E (RECTX)
American Funds 2025 Target Date Retirement R-2E (REDTX)
American Funds 2030 Target Date Retirement R-2E (REETX)
American Funds 2035 Target Date Retirement R-2E (REFTX)
American Funds 2040 Target Date Retirement R-2E (REGTX)
American Funds 2045 Target Date Retirement R-2E (REHTX)
American Funds 2050 Target Date Retirement R-2E (REITX)
American Funds 2055 Target Date Retirement R-2E (FAJTX)
American Funds 2060 Target Date Retirement R-2E (CCKTX)
American Funds American Balanced R2 (GBLAX)
American Funds EuroPacific Growth R-2E (FEPUX)
American Funds Growth and Inc Port R-2E (IAIPX)
American Funds The Growth Fund of America R-2E (FAFGX)
American Funds Washington Mutual Investors R-2E (FWMMX)
BlackRock Mid-Cap Growth Equity R (CMGIX)
Columbia Threadneedle Columbia Overseas Value R (COSZX)
Delaware Funds Delaware Small Cap Core Instl (DCCIX)
Invesco Oppenheimer Global R
Janus Henderson Small Cap Value R (JVSNX)
Janus Henderson Triton R (JSMGX)
JPMorgan Government Bond R2 (HLGAX)
Loomis Sayles Funds Loomis Sayles Strategic Income A (NEZYX)
Nationwide Nationwide International Index R (GIXIX)
Nationwide Nationwide Mid Cap Market Index R (GMXIX)
Nationwide Nationwide S&P 500 Index R (GRISX)
Nationwide Nationwide Small Cap Index R (GMRIX)
Western Western Asset Core Bond R (WACPX)
Virtus NFJ Mid-Cap Value A (VAAGX)
(Form 5500)
(6) Net investment gain (loss) from common/collective trusts …………………… 2b
COLUMBIA OVERSEAS VALUE R (COSZX)
AMF 2015 TARGET DATE R2E
JANUS HEND TRITON R (JSMGX)
JPMORGAN GOVT BD FD – R2
HARTFORD BALANCED INCOME R3 (HBLYX)
AMF 2030 TARGET DATE R2E
AMF 2060 TARGET DATE R2E (CCKTX)
AMF 2055 TARGET DATE – R2E
JANHEN SMALL CAP VALUE FD – R (VISVX)
BLACKROCK MID CAP GR EQUITY-R (CMGIX)
NATIONWIDE S&P 500 INDEX – R (GRISX)
NATIONWIDE SMALL CAP INDEX R (GMRIX)
AMF EUROPACIFIC GROWTH R2E
WASHINGTON MUTUAL INV R2E
LOOMIS SAYLES STRATEGIC INC-AD (NEZYX)
AMF 2050 TARGET DATE R2E
AMF 2045 TARGET DATE R2E
INVESCO GLOBAL R (GADDX)
WESTERN ASSET CORE BOND R (WACPX)
AMF 2025 TARGET DATE R2E
NATIONWIDE MD CP MKT IND FD R
AMERICAN BALANCED R2E (AABNX)
AMF GROWTH FUND OF AMERICA R2E
AMF 2040 TARGET DATE R2E
AMF 2020 TARGET DATE R2E
AMF 2010 TARGET DATE R2E
NTW INTERNATIONAL INDEX R
AMF 2035 TARGET DATE R2E
DWS RREEF REAL EST SEC R (RRRBX)
MACQUARIE SMALLCAP CORE FUND R
AMF GROWTH AND INCOME PORT R2E (DGRIX)
INVESCO STABLE ASSET

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:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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 SEE, INC. 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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