Investment options of THE MILLIKEN RETIREMENT PLAN
Total Available Funds: 95
| Investment Option List |
|---|
| ADYEN NV EUR0 Common stock (FMIMX) |
| ADR SEA LTD A Common stock (FMIMX) |
| ADR TAIWAN SEMICONDUCTOR MANUFACTURING S Common stock |
| ADVANCED MICRO DEVICES Common stock (FMIMX) |
| ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM Common stock |
| ALPHABET INC-CL C Common stock (FMIMX) |
| ALPHABET INC-CLL A Common stock (FMIMX) |
| AMAZON.COM INC. Common stock (FMIMX) |
| APPLE INC Common stock (FMIMX) |
| ASML HOLDINGS NV Common stock (FMIMX) |
| ATLASSIAN CORP PLC-CLASS Common stock (FMIMX) |
| BILL.COM HOLDINGS INC Common stock (FMIMX) |
| BOOKING HOLDING INC Common stock (FMIMX) |
| BROADCOM INC COM Common stock (FMIMX) |
| CARVANA CO CL A Common stock (FMIMX) |
| CHIPOTLE MEXICAN GRILL IN Common stock (FMIMX) |
| CHUBB LTD Common stock (FMIMX) |
| CINTAS CORP Common stock (FMIMX) |
| COLGATE-PALMOLIVE CO COM Common stock (FMIMX) |
| CONFLUENT INC CL A CL A Common stock (FMIMX) |
| CONSTELLATION ENERGY CORPORATION COM NPV WI Common stock |
| CROWDSTRIKE HOLDINGS INC Common stock (FMIMX) |
| DANAHER CORP Common stock (FMIMX) |
| DATADOG INC. Common stock (FMIMX) |
| DOLLAR GENERAL CORP Common stock (FMIMX) |
| DOORDASH INC – A Common stock (FMIMX) |
| ELEVANCE HEALTH INC Common stock (FMIMX) |
| ELI LILLY & COMPANY Common stock (FMIMX) |
| FISERV INC COM Common stock (FMIMX) |
| FORTINET INC Common stock (FMIMX) |
| GE AEROSPACE Common stock (FMIMX) |
| GE VERNOVA LLC COM Common stock (FMIMX) |
| GOLDMAN SACHS GROUP INC Common stock (XGMZX) |
| HUMANA INC Common stock (FMIMX) |
| INTUIT INC Common stock (FMIMX) |
| INTUITIVE SURGICAL INC Common stock (FMIMX) |
| LAM RESH CORP C Common stock (FMIMX) |
| LINDE PLC Common stock (FMIMX) |
| LULULEMON ATHLETICA INC Common stock (FMIMX) |
| MARSH & MCLENNAN COS Common stock (FMIMX) |
| MASTERCARD INC -A Common stock (FMIMX) |
| META PLATFORMS INC Common stock (FMIMX) |
| MICROSOFT CORP Common stock (FMIMX) |
| MONDELEZ INTL INC COM Common stock (FMIMX) |
| MONGODB INC Common stock (FMIMX) |
| MONOLITHIC POWER SYSTEMS Common stock (FMIMX) |
| MORGAN STANLEY COM STK USD0.01 Common stock |
| MSCI INC Common stock (FMIMX) |
| NETFLIX INC Common stock (FMIMX) |
| NIKE INC – CLASS B Common stock (FMIMX) |
| NVIDIA CORP Common stock (FMIMX) |
| OLD DOMINION FREIGHT LINE INC C Common stock |
| PROCTOR & GAMBLE COM NPV Common stock (FMIMX) |
| ROPER TECHNOLOGIES INC Common stock (FMIMX) |
| ROSS STORES INC Common stock (FMIMX) |
| S&P GLOBAL INC Common stock (FMIMX) |
| SCHLUMBERGER LTD COM COM Common stock (FMIMX) |
| SCHWAB (CHARLES) CORP Common stock (FMIMX) |
| SERVICENOW INC Common stock (FMIMX) |
| SHERWIN-WILLIAMS CO/THE Common stock (FMIMX) |
| SHOPIFY INC – CLASS A Common stock (FMIMX) |
| SNOWFLAKE INC-CLASS A Common stock (FMIMX) |
| STRYKER CORP Common stock (FMIMX) |
| SYNOPSYS INC Common stock (FMIMX) |
| T-MOBILE US INC Common stock (FMIMX) |
| TE CONNECTIVITY LTD Common stock (FMIMX) |
| TESLA INC Common stock (FMIMX) |
| TEXAS INSTRUMENTS INC Common stock (FMIMX) |
| THERMO FISHER SCIENTIFIC Common stock (FMIMX) |
| TJX COMPANIES INC Common stock (FMIMX) |
| TRANSIDGM GROUP INC COM Common stock (FMIMX) |
| UNITEDHEALTH GROUP INC Common stock (FMIMX) |
| VERALTO CORP COM Common stock (FMIMX) |
| VISA INC – CLASS A SHARES Common stock (FMIMX) |
| ZOETIS INC Common stock (FMIMX) |
| STATE STREET SMMID CAP IDX CL II Collective trust fund |
| STATE STREET GL ALL CP EQ EX US ID Collective trust fund |
| STATE STREET U.S. BOND INDEX Collective trust fund (SSAFX) |
| STATE STREET S&P 500 INDEX Collective trust fund (STFAX) |
| NT COLLECTIVE GOVT SHORT TERM INVT FD Collective trust fund (PFSFX) |
| TRP SM & MID-CAP CORE TR-B Collective trust fund |
| TROWEPRICE RET BLEND 2065 B Collective trust fund |
| TROWEPRICE RET BLEND 2060 B Collective trust fund |
| TROWEPRICE RET BLEND 2055 B Collective trust fund |
| TROWEPRICE RET BLEND 2050 B Collective trust fund |
| TROWEPRICE RET BLEND 2045 B Collective trust fund |
| TROWEPRICE RET BLEND 2040 B Collective trust fund |
| TROWEPRICE RET BLEND 2035 B Collective trust fund |
| TROWEPRICE RET BLEND 2030 B Collective trust fund |
| TROWEPRICE RET BLEND 2025 B Collective trust fund |
| TROWEPRICE RET BLEND 2020 B Collective trust fund |
| TROWEPRICE RET BLEND 2015 B Collective trust fund |
| TROWEPRICE RET BLEND 2010 B Collective trust fund |
| TROWEPRICE RET BLEND 2005 B Collective trust fund |
| at various dates through July 3039 |
Investment model portfolios
We provide two types of investment model portfolios for THE MILLIKEN RETIREMENT PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for THE MILLIKEN RETIREMENT PLAN