ACNA 401 (K) PLAN Investment Options
Available Funds in ACNA 401 (K) PLAN
Below is the lineup of investment options available to participants in ACNA 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 Description |
|---|
| DODGE & COX INCOME FUND |
| DODGE & COX STOCK FUND |
| MFS HERITAGE TRUST COMPANY CIT-MFS INTL EQUITY – CL |
| BNY MELLON WALTER SCOTT GE FUND CLASS II |
| NT COLLECTIVE ACWI EX US FUND NL DC TIER 5 |
| NT COLLECTIVE AGGREGATE BOND INDEX FUND NL |
| NT COLLECTIVE S&P 500 INDEX FUND DC NL |
| NT EXTENDED EQUITY MARKET INDEX FUND DC NL |
| VANGUARD RETIREMENT SAVINGS IV |
| VANGUARD INSTITUTIONAL TARGET RET 2020 |
| VANGUARD TARGET RETIRE 2025 I |
| VANGUARD INSTITUTIONAL TARGET RET 2030 |
| VANGUARD INSTITUTIONAL TARGET RET 2035 |
| VANGUARD INSTITUTIONAL TARGET RET 2040 |
| VANGUARD INSTITUTIONAL TARGET RET 2045 |
| VANGUARD INSTITUTIONAL TARGET RET 2050 |
| VANGUARD INSTITUTIONAL TARGET RET 2055 |
| VANGUARD INSTITUTIONAL TARGET RET 2060 |
| VANGUARD INSTITUTIONAL TARGET RET 2065 |
| VANGUARD INSTITUTIONAL TARGET RET 2070 |
| VANGUARD INSTITUTIONAL TAR RET INCOME |
| LARGE CAP GROWTH MFS FUND POOLED SEPARATE ACCOUNT |
| SMALL CAP GROWTH/TIMES SQUARE FUND POOLED SEPARATE ACCOUNT |
| SMALL CAP VALUE TBCAM POOLED SEPARATE ACCOUNT |
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 ACNA 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% | … | … |
Get Key Insights for This Plan
Join our community and get data-driven insights about ACNA 401 (K) PLAN. See how it compares to peer companies in fees, match generosity, and investment quality as soon as our new ranking reports go live.
Notify Me When Ratings Go LiveExplore More Plan Resources
Recent Articles
- Tesla 401(k) Review: 50% Match Up to $3,000 — Is That Enough for TSLA Employees?
- Marathon Petroleum Thrift Plan Review: 117% Employer Match in the Energy Sector
- THE PROGRESSIVE 401(K) PLAN Review: 100% Match with 59% Match Rate
- THE HOME DEPOT FUTUREBUILDER Review: 150% Match with 38% Employer Match
- General Dynamics 401(k) Review: 100% Match Up to 6% With $325 Million in Employer Contributions
- June 2026 MyPlanIQ Portfolio Update
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
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Customize Asset Allocation Portfolios
Retirement Calculator
Investment Calculator
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
Keep researching ACNA 401 (K) PLAN
Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.
Related Calculators
Related Plans
- ATKORE INTERNATIONAL RETIREMENT SAVINGS AND INVESTMENT PLAN (5,791 participants, $260,681,970)
- TELEFLEX 401(K) SAVINGS PLAN (5,754 participants, $698,993,837)
- VISTA OUTDOOR INC. 401(K) PLAN (5,748 participants, $567,858,500)
- CLARIOS RETIREMENT SAVINGS AND INVESTMENT PLAN (5,889 participants, $333,610,700)
- TELEFLEX INCORPORATED 401K SAVINGS PLAN (5,895 participants, $219,919,190)