EDISON 401(K) SAVINGS PLAN Investment Options
Available Funds in EDISON 401(K) SAVINGS PLAN
Below is the lineup of investment options available to participants in EDISON 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.
Total Available Funds: 105
| Investment Description |
|---|
| Edison International Common stock – no par value |
| State Street Bank & Trust Co. State Street Bank short-term income fund |
| BlackRock Global Investors |
| PIMCO*** Separate managed account in the core bond fund |
| BlackRock Global Investors Collective investment in the core bond fund |
| Dodge & Cox*** Separate managed account in the core bond fund |
| Harding Loevner fund |
| BlackRock Global Investors fund |
| Blackrock Global Investors Collective Investment in core real assets fund |
| Blackrock Global Investors investment trust fund |
| Blackrock Global Investors inflation protected securities fund |
| Blackrock Global Investors Collective Investment in the commodities fund |
| WESTWOOD*** WESTWOOD US Small- Med Comp Stock |
| BlackRock Global Investors RUSSELL 2000 Value fund |
| BlackRock Global Investors Collective Investment in global equity fund |
| BlackRock Global Investors Collective Investment in Core Bond |
| PIMCO 3136BT9I6 |
| ACE SECURITIES CORP. ACE 2004 HE4 M1 |
| AEP TEXAS INC SR UNSECURED 07/30 2.1 |
| AERCAP IRELAND CAP/GLOBA COMPANY GUAR 01/29 5.1 |
| AERCAP IRELAND CAP/GLOBA COMPANY GUAR 10/26 2.45 |
| AES CORP/THE SR UNSECURED 01/31 2.45 |
| AGREE LP COMPANY GUAR 06/28 |
| AIR LEASE CORP SR UNSECURED 06/26 5.3 |
| ALBA PLC ALBA 2006 2 A3B REGS |
| ALLY FINANCIAL INC SR UNSECURED 05/25 5.8 |
| ALTRIA GROUP INC COMPANY GUAR 02/26 4.4 |
| AMER AIRLN 14 1 A PTT PASS THRU CE 04/28 3.7 |
| AMEREN CORP SR UNSECURED 01/29 |
| AMERICAN ASSETS TRUST LP COMPANY GUAR 02/31 3.375 |
| AMERICAN HONDA FINANCE SR UNSECURED 05/25 |
| AMERICAN TOWER CORP SR UNSECURED 02/29 5.2 |
| PIMCO US TREASURY N/B 08/42 3.375 |
| US TREASURY N/B 08/43 4.375 |
| US TREASURY N/B 08/44 3.125 |
| US TREASURY N/B 08/49 2.25 |
| US TREASURY N/B 08/54 4.25 |
| US TREASURY N/B 11/40 1.375 |
| US TREASURY N/B 11/41 |
| US TREASURY N/B 11/42 2.75 |
| US TREASURY N/B 11/44 |
| US TREASURY N/B 11/48 3.375 |
| US TREASURY N/B 11/49 2.375 |
| US TREASURY N/B 11/54 4.5 |
| VICI PROPERTIES LP SR UNSECURED 04/34 5.75 |
| VIRGINIA POWER FUEL SEC SR SECURED 05/33 4.877 |
| VODAFONE GROUP PLC JR SUBORDINA 06/81 VAR |
| WAMU MORTGAGE PASS THROUGH CER WAMU 2005 AR2 2A21 |
| WASTE MANAGEMENT INC COMPANY GUAR 06/29 |
| WEC ENERGY GROUP INC SR UNSECURED 12/28 2.2 |
| WELLS FARGO + COMPANY SR UNSECURED 06/27 VAR |
| WELLS FARGO + COMPANY SR UNSECURED 07/29 VAR |
| WELLS FARGO + COMPANY SR UNSECURED 10/26 |
| WELLS FARGO BANK NA SR UNSECURED 08/25 5.55 |
| WELLS FARGO BANK NA SR UNSECURED 08/26 5.45 |
| WELLS FARGO COMMERCIAL MORTGAG WFCM 2015 C27 A5 |
| WELLS FARGO COMMERCIAL MORTGAG WFCM 2019 C49 A5 |
| WELLS FARGO COMMERCIAL MORTGAG WFCM 2020 C55 A5 |
| WESTINGHOUSE AIR BRAKE COMPANY GUAR 11/26 3.45 |
| WEYERHAEUSER CO SR UNSECURED 05/26 4.75 |
| WPX ENERGY INC SR UNSECURED 01/30 4.5 |
| WYNN MACAU LTD SR UNSECURED REGS 01/26 5.5 |
| WYNN MACAU LTD SR UNSECURED REGS 08/28 5.625 |
| Dodge & Cox AMERICAN ELECTRIC POWER JR SUBORDINA 08/25 5.699 |
| AT+T INC SR UNSECURED 02/39 6.55 |
| AT+T INC SR UNSECURED 09/40 5.35 |
| BANK OF AMERICA CORP SR UNSECURED 02/31 VAR |
| BANK OF AMERICA CORP SR UNSECURED 07/28 VAR |
| BANK OF AMERICA CORP SR UNSECURED 12/28 VAR |
| BANK OF AMERICA CORP SUBORDINATED 03/26 4.45 |
| Dodge & Cox BANK OF AMERICA CORP SUBORDINATED 03/37 VAR |
| BANK OF NY MELLON CORP SR UNSECURED 10/33 VAR |
| BARCLAYS PLC SR UNSECURED 05/27 VAR |
| BARCLAYS PLC SR UNSECURED 08/28 VAR |
| BARCLAYS PLC SR UNSECURED 09/29 VAR |
| BARCLAYS PLC SUBORDINATED 05/26 5.2 |
| BARCLAYS PLC SUBORDINATED 05/28 4.836 |
| BARCLAYS PLC SUBORDINATED 06/30 VAR |
| BAT CAPITAL CORP COMPANY GUAR 03/28 2.259 |
| BAT CAPITAL CORP COMPANY GUAR 03/31 2.726 |
| BAT CAPITAL CORP COMPANY GUAR 03/32 4.742 |
| BAT CAPITAL CORP COMPANY GUAR 08/33 6.421 |
| BOSTON PROPERTIES LP SR UNSECURED 01/31 3.25 |
| BOSTON PROPERTIES LP SR UNSECURED 01/34 6.5 |
| BOSTON PROPERTIES LP SR UNSECURED 03/30 2.9 |
| BOSTON PROPERTIES LP SR UNSECURED 10/26 2.75 |
| CALIFORNIA ST CAS 03/40 FIXED 7.625 |
| CALIFORNIA ST CAS 10/39 FIXED 7.3 |
| CAPITAL ONE FINANCIAL CO SR UNSECURED 02/30 VAR |
| CAPITAL ONE FINANCIAL CO SR UNSECURED 03/26 VAR |
| CAPITAL ONE FINANCIAL CO SR UNSECURED 05/28 VAR |
| CAPITAL ONE FINANCIAL CO SR UNSECURED 10/31 VAR |
| CAPITAL ONE FINANCIAL CO SUBORDINATED 07/26 3.75 |
| CAPITAL ONE FINANCIAL CO SUBORDINATED 10/25 4.2 |
| CCO HLDGS LLC/CAP CORP SR UNSECURED 05/32 4.5 |
| CHARLES SCHWAB CORP SR UNSECURED 05/29 VAR |
| CHARLES SCHWAB CORP SR UNSECURED 05/34 VAR |
| CHARLES SCHWAB CORP SR UNSECURED 08/34 VAR |
| CHARLES SCHWAB CORP SR UNSECURED 11/29 VAR |
| CHARTER COMM OPT LLC/CAP SR SECURED 04/33 4.4 |
| CHARTER COMM OPT LLC/CAP SR SECURED 07/25 4.908 |
| CHARTER COMM OPT LLC/CAP SR SECURED 10/45 6.484 |
| CIGNA GROUP/THE COMPANY GUAR 10/28 4.375 |
| CITIGROUP CAPITAL XIII PREFERRED STOCK 10/40 VAR |
| CITIGROUP INC SR UNSECURED 03/31 VAR |
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 EDISON 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% | … | … |
Data as of 05/01/2026, Common starting date is 12/31/2000
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