ABC DFW 401(K) PLAN Investment Options
Available Funds in ABC DFW 401(K) PLAN
Below is the lineup of investment options available to participants in ABC DFW 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.
| Investment Option List |
|---|
| 1 Empower Trust Company, LLC American Century Mid Cap Value Fund (IACIX) |
| 2 Empower Trust Company, LLC American Century Small Cap Growth Fund (ANOHX) |
| 3 Empower Trust Company, LLC Fidelity |
| 5 Empower Trust Company, LLC Fidelity Global ex U.S. |
| 6 Empower Trust Company, LLC Fidelity Mid Cap (FIIMX) |
| 8 Empower Trust Company, LLC Fidelity Small Cap (FSISX) |
| 9 Empower Trust Company, LLC Fidelity U.S. Bond |
| 10 Empower Trust Company, LLC Franklin Small Cap Value Fund (FVADX) |
| 11 *Empower Trust Company, LLC Empower International Value Fund Institutional (VTRIX) |
| 12 *Empower Trust Company, LLC Empower T. Rowe Price Mid Cap Growth Fund Institution (PMEGX) |
| 13 Empower Trust Company, LLC PIMCO Income Fund Institutional (PFIIX) |
| 14 Empower Trust Company, LLC Putnam Large Cap Value Fund (PMVYX) |
| 15 Empower Trust Company, LLC Putnam Retirement Advantage Trust 2025 (PBATX) |
| 16 Empower Trust Company, LLC Putnam Retirement Advantage Trust 2030 (PDGKX) |
| 17 Empower Trust Company, LLC Putnam Retirement Advantage Trust 2035 (PCDLX) |
| 18 Empower Trust Company, LLC Putnam Retirement Advantage Trust 2040 (PALZX) |
| 19 Empower Trust Company, LLC Putnam Retirement Advantage Trust 2045 (PAFJX) |
| 20 Empower Trust Company, LLC Putnam Retirement Advantage Trust 2050 (PAEKX) |
| 21 Empower Trust Company, LLC Putnam Retirement Advantage Trust 2055 (PAAWX) |
| 22 Empower Trust Company, LLC Putnam Retirement Advantage Trust 2060 (PAAKX) |
| 23 Empower Trust Company, LLC Putnam Retirement Advantage Trust 2065 (PCJZX) |
| 24 Empower Trust Company, LLC Putnam Retirement Advantage Maturity Trust (PADLX) |
| Notes Receivable from Participants Maturing at various times through 2029 -0- |
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 ABC DFW 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% | 6.78% | 7.27% |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | 6.96% | 7.35% |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | 6.74% | 7.33% |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | 7.18% | 8.42% |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | 7.96% | 7.98% |
| S&P 500 Index | 5.97% | 30.43% | 21.65% | 12.98% | 15.10% | 13.74% | 10.93% | 8.96% | 11.29% |
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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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Money headlines from this plan
These filing-based headlines surface the numbers most likely to affect a participant decision. Verify current plan documents before acting.
- Average plan assets per reported participant: $23,101
Based on the 2024 public filing. This is a plan-wide average, not a personal retirement target. Calculate a personal retirement target. - Employer contributions per reported participant: $1,153
Based on the 2024 public filing. This reported average can include match, profit sharing, or other employer contributions. Review the match and contribution details. - Employee contributions per reported participant: $2,282
Based on the 2024 public filing. Individual contribution rates vary with pay, eligibility, and participation. Model a contribution increase. - Reported administrative expenses as a share of assets: 0.85%
Based on the 2024 public filing. This plan-level administrative ratio does not replace current fund expense ratios or participant fee disclosures. Estimate the long-term impact of fees.
401(k) research guides
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Fund-to-fund research links
Compare IACIX, ANOHX, FIIMX, FSISX side by side using common return periods and risk measures. Compare funds that serve a similar portfolio role, then review volatility, drawdown, dividends, and fees before choosing.
- IACIX fund research
- ANOHX fund research
- FIIMX fund research
- FSISX fund research
- FVADX fund research
- VTRIX fund research
Use the stock, fund, or portfolio return comparison calculator to test other combinations, then move the selected funds into the portfolio calculator simulator to review the combined allocation.
Browse the fund and ETF ticker research hub to look up other retirement-plan investments by symbol.
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