MADD 403B PLAN Investment Options
Available Funds in MADD 403B PLAN
Below is the lineup of investment options available to participants in MADD 403B 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 |
|---|
| TRwPr Retirement 2010 Fund I 6,521 shares |
| TRwPr Retirement 2015 Fund I 17,098 shares |
| TRwPr Retirement 2020 Fund I 88,442 shares |
| TRwPr Retirement 2025 Fund I 63,219 shares |
| TRwPr Retirement 2030 Fund I 60,714 shares |
| TRwPr Retirement 2035 Fund I 40,590 shares |
| TRwPr Retirement 2040 Fund I 46,285 shares |
| TRwPr Retirement 2045 Fund I 41,875 shares |
| TRwPr Retirement 2050 Fund I 34,706 shares |
| TRwPr Retirement 2055 Fund I 26,311 shares |
| TRwPr Retirement 2060 Fund I 11,921 shares |
| TRwPr Retirement 2065 Fund I 3,250 shares |
| JPMorgan Core Plus Bond Fund R6 7,792 shares |
| The Hartford Strategic Income Fund 11,921 shares |
| Fidelity US Bond Index Fund 15,927 shares |
| American Funds New World Fund 583 shares |
| MFS Intl Diversification Fund 1,205 shares |
| Fidelity International Index Fund 2,121 shares |
| Inv Discovery Fund 305 shares |
| John Hancock Disp Value Mid Cap Fund 1,728 shares |
| Franklin Small Cap Value Fund 608 shares |
| BlackRock Mid Cap Growth Equity Port Fund 359 shares |
| Fidelity Mid Cap Index Fund 2,497 shares |
| AB Large Cap Growth 2,802 shares |
| Putnam Large Cap Value Fund 4,608 shares |
| Fidelity 500 Index Fund 2,515 shares |
| Fidelity Small Cap Index Fund 4,265 shares |
| VOYA Fixed Plus Account III |
| AB Large Cap Grw Fnd Z Registered Investment Company |
| American Funds New World R6 Registered Investment Company |
| BlackRock Mid-Cap Grw Eq Por K Registered Investment Company |
| Fid US Bd Id Fd Registered Investment Company |
| Fidelity 500 Index Fund Registered Investment Company |
| Fidelity Intl Index Fnd Registered Investment Company |
| Fidelity Mid Cap Idx Fd Registered Investment Company |
| Fidelity Sm Cp Ind Fd Registered Investment Company |
| Franklin Sm Cap Value Fnd R6 Registered Investment Company |
| Hartford Strat Inc R6 Registered Investment Company |
| Inv Discovery Fd R6 Registered Investment Company |
| JPMorgan Core Plus Bond Fnd R6 Registered Investment Company |
| Janus Hndrsn Glbl Rl Est Fd N Registered Investment Company |
| John Hanck Dis Val Md Cp Fd R6 Registered Investment Company |
| MFS Intl Diversification Fd R6 Registered Investment Company |
| Putnam Lrg Cp Val Fd – Cl R6 Registered Investment Company |
| TRwPr Retirement 2005 Fund I Registered Investment Company |
| TRwPr Retirement 2010 Fund I Registered Investment Company |
| TRwPr Retirement 2015 Fund I Registered Investment Company |
| TRwPr Retirement 2020 Fund I Registered Investment Company |
| TRwPr Retirement 2025 Fund I Registered Investment Company |
| TRwPr Retirement 2030 Fund I Registered Investment Company |
| TRwPr Retirement 2035 Fund I Registered Investment Company |
| TRwPr Retirement 2040 Fund I Registered Investment Company |
| TRwPr Retirement 2045 Fund I Registered Investment Company |
| TRwPr Retirement 2050 Fund I Registered Investment Company |
| TRwPr Retirement 2055 Fund I Registered Investment Company |
| TRwPr Retirement 2060 Fund I Registered Investment Company |
| TRwPr Retirement 2065 Fund I Registered Investment Company |
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 MADD 403B 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 MADD 403B 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 MADD 403B 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
- KARNS PRIME & FANCY FOOD, LIMITED PROFIT SHARING PLAN (312 participants, $4,058,454)
- WEAVERS WAY COOPERATIVE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN (308 participants, $3,339,518)
- SHOPRITE SUPERMARKETS INC PAYROLL DEDUCTION SAVINGS PLAN (307 participants, $6,919,411)
- KARNS PRIME & FANCY FOOD, LTD. PROFIT SHARING (307 participants, $3,429,522)
- SOUTHEAST FOODS LLC 401(K) PROFIT SHARING PLAN & TRUST (315 participants, $19,516,377)