BURROW GLOBAL 401(K) SAVINGS PLAN Investment Options
Available Funds in BURROW GLOBAL 401(K) SAVINGS PLAN
Below is the lineup of investment options available to participants in BURROW GLOBAL 401(K) SAVINGS 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 |
|---|
| 2 Empower Trust Company, LLC Fidelity 500 Index |
| 3 Empower Trust Company, LLC Fidelity Emerging Markets Index |
| 4 Empower Trust Company, LLC Fidelity International Index |
| 5 Empower Trust Company, LLC Fidelity MidCap Index |
| 7 Empower Trust Company, LLC Fidelity SmallCap Index |
| 8 Empower Trust Company, LLC Fidelity US Bond Index |
| 9 Empower Trust Company, LLC Invesco Small Cap Value |
| 10 Empower Trust Company, LLC JPMorgan Global Bond Opportunites |
| 11 Empower Trust Company, LLC JPMorgan Large Cap Growth |
| 12 Empower Trust Company, LLC JPMorgan MidCap Growth |
| 13 Empower Trust Company, LLC Empower SDBA |
| 14 Empower Trust Company, LLC International Growth Fund |
| 15 Empower Trust Company, LLC LargeCap Value Fund |
| 16 Empower Trust Company, LLC MidCap Value Fee |
| 17 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2020 |
| 18 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2025 |
| 19 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2030 |
| 20 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2035 |
| 21 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2040 |
| 22 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2045 |
| 23 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2050 |
| 24 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2055 |
| 25 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2060 |
| 26 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2065 |
| Notes Receivable from Participants Maturing at various dates through 2029 |
| 1TRB201 2,550,893.42 |
| 1TRB251 462,241.02 |
| 1TRB301 687,450.90 |
| 1TRB351 164,636.09 |
| 1TRB401 933,857.64 |
| 1TRB451 2,184,356.46 |
| 1TRB501 757,441.50 |
| 1TRB551 764,173.26 |
| 1TRB601 173,238.57 |
| 1TRB651 184,911.53 |
| 1FPADX 820,594.66 |
| 1FSPSX 1,622,768.41 |
| 1IGIIR1 306,774.00 |
| 1FSRNX 388,099.75 |
| 1FSSNX 528,398.48 |
| 1SMVSX 252,268.30 |
| 1FSMDX 914,975.47 |
| 1JMGMX 1,128,623.43 |
| 1MCVCR1 119,300.49 |
| 1FXAIX 3,059,128.10 |
| 1JLGMX 900,944.27 |
| 1ASTLV1 641,442.38 |
| 1RBFGX 377,286.24 |
| 1FXNAX 4,402,519.92 |
| 1GBONX 135,927.28 |
| 1SDBEMP 134,141.30 |
| 1GWAQ20 2.200 1,263,997.07 |
| FORFEITURES 121,356.02 |
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 BURROW GLOBAL 401(K) SAVINGS 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 BURROW GLOBAL 401(K) SAVINGS 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
- Target’s 401(k) Review: 100% Match on 5% with Immediate Vesting
- Eversource 401(k) Plan Review: Choose Your Match — 3% or 8%, Immediate Vesting Either Way
- Delta’s 401(k): 9% Employer Contribution, 367 Funds, and a Smart Auto-Escalation Design
- Providence Health’s 100% Match on 6% and $600M Pay Raise: What Employees Need to Know
- Meta’s 401(k): 50% Match, Immediate Vesting, and $670M on the Table
- Making Sense of Mixed Signals
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 BURROW GLOBAL 401(K) SAVINGS 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
- PARKHILL, SMITH & COOPER, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST (609 participants, $48,361,372)
- GHAFARI ASSOCIATES, INC. 401K PLAN & TRUST (604 participants, $11,892,720)
- RICARDO LLC 401(K) RETIREMENT PLAN (604 participants, $77,586,363)
- SYSTEMS ENGINEERING ASSOCIATES CORPORATION 401(K) PROFIT SHARING PLAN (604 participants, $103,874,819)
- MILLENNIUM CORPORATION 401(K) PLAN (603 participants, $28,330,898)