AON SAVINGS PLAN Investment Options
Available Funds in AON SAVINGS PLAN
Below is the lineup of investment options available to participants in AON 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: 437
| Investment Description |
|---|
| SHOPIFY INC CL A SUB VTG SHS SHOPIFY INC |
| ADR LEGEND BIOTECH CORP SPON ADS EACH REP 2 ORD SHS |
| SANOFI SPONSORED ADR |
| ADR HONDA MTR LTD ADR REPRESENTING 1 ORDSHS |
| COUPANG INC |
| ADR ARGENX SE SPONSORED ADS |
| ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) |
| AEGON LTD AMER REGD CERT |
| ADR NOVARTIS AG |
| ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104 |
| ADR SONOVA HLDG AG UNSP ADR |
| UBS GROUP AG COMMON STOCK |
| ADOBE INC COM |
| ADR GSK PLC |
| ADVANCED MICRO DEVICES INC COM |
| AFFIRM HLDGS INC CL A CL A |
| AIR PROD & CHEM INC COM |
| ALNYLAM PHARMACEUTICALS INC COM |
| ALPHABET INC CAP STK USD0.001 CL C |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A |
| AMAZON COM INC COM |
| AMER ELEC PWR CO INC COM |
| AMPHENOL CORP NEW CL A |
| APPLE INC COM STK |
| ATLASSIAN CORP CL A |
| AURORA INNOVATION INC CL A COM |
| AVANTOR INC COM |
| BAKER HUGHES CO |
| BANK NEW YORK MELLON CORP COM STK |
| BANK OF AMERICA CORP |
| BAXTER INTL INC COM |
| BECTON DICKINSON & CO COM |
| BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010 |
| BOEING CO COM |
| BOOKING HLDGS INC COM |
| BRIGHTHOUSE FINL INC COM |
| BRISTOL MYERS SQUIBB CO COM |
| CAPITAL ONE FINL CORP COM |
| CARRIER GLOBAL CORPORATION COM USD0.01 WI |
| CELANESE CORP DEL COM STK |
| CHARTER COMMUNICATIONS INC NEW CL A CL A |
| CHIPOTLE MEXICAN GRILL INC COM STK |
| CISCO SYSTEMS INC |
| COGNIZANT TECH SOLUTIONS CORP CL A |
| COHERENT CORP COM |
| COMCAST CORP NEW-CL A |
| CONOCOPHILLIPS COM |
| CVS HEALTH CORP COM |
| DANAHER CORP COM |
| DOMINION ENERGY INC COM STK NPV |
| DYNATRACE INC COM |
| ECHOSTAR CORPORATION |
| ELANCO ANIMAL HEALTH INC COM |
| ELI LILLY & CO COM |
| ENTEGRIS INC COM |
| EQUIFAX INC COM |
| FAIR ISAAC CORPORATION COM |
| FEDEX CORP COM |
| FIDELITY NATL INFORMATION SVCS INC COM STK |
| FISERV INC COM |
| FORTIVE CORP COM MON STOCK |
| FOX CORP CL A CL A |
| FOX CORP CL B CL B |
| GAMING & LEISURE PPTYS INC COM |
| GAP INC COM |
| GE AEROSPACE |
| GE HEALTHCARE TECHNOLOGIES INC COM |
| GILEAD SCIENCES INC |
| GOLDMAN SACHS GROUP INC COM |
| HALEON PLC ADR |
| HOWMET AEROSPACE INC COM USD1.00 WI |
| HP INC COM |
| HUBSPOT INC COM |
| HUMANA INC COM |
| INCYTE CORP COM |
| INGERSOLL RAND INC COM |
| INTL FLAVORS & FRAGRANCES INC COM |
| INTUIT COM |
| INTUITIVE SURGICAL INC COM NEW STK |
| JOHNSON CTLS INTL PLC COM USD0.01 |
| LPL FINL HLDGS INC COM |
| LULULEMON ATHLETICA INC COM |
| LYONDELLBASELL IND N V COM USD0.01 CL 'A' |
| MASTERCARD INCORPORATED COM USD0.0001 CLASS A |
| MEDTRONIC PLC COMMON STOCK STOCK |
| MERCADOLIBRE INC COM STK |
| META PLATFORMS INC COM USD0.000006 CL 'A' |
| METLIFE INC COM STK USD0.01 |
| MICROSOFT CORP COM |
| MOLSON COORS BEVERAGE COMPANY COM USD0.01 CLASS B |
| NATERA INC COM |
| NETFLIX INC COM STK |
| NEUROCRINE BIOSCIENCES INC COM |
| NEWS CORP COM CL A |
| NORFOLK SOUTHN CORP COM |
| NVIDIA CORP COM |
| OCCIDENTAL PETROLEUM CORP |
| PENUMBRA INC COM |
| PVTPL &&& TROWE ACCT ONLY STRIPE INC CLASS B |
| REGENERON PHARMACEUTICALS INC COM |
| ROSS STORES INC COM |
| RTX CORPORATION COMSTK |
| SBA COMMUNICATIONS CORP COM USD0.01 CL A |
| SCHLUMBERGER LTD COM COM |
| SCHWAB CHARLES CORP COM NEW |
| SERVICENOW INC COM USD0.001 |
| STATE STR CORP COM |
| STRYKER CORP |
| SUN COMMUNITIES INC COM |
| T-MOBILE US INC COM |
| TE CONNECTIVITY PLC COM USD0.01 |
| THE CIGNA GROUP |
| TRADEWEB MKTS INC CL A CL A |
| UNITEDHEALTH GROUP INC COM |
| V F CORP COM |
| VISA INC COM CL A STK |
| WELLS FARGO & CO NEW COM STK |
| WILLIAMS CO INC COM |
| ZIMMER BIOMET HLDGS INC COM |
| PVTPL &&& GM CRUISE HLDG CL G CVT PFD T-ROWE ONLY |
| PVTPL &&& NURO SERIES C CVT PFD STOCK TROWE ONLY |
| PVTPL &&& RAPPI INC SER E CVT PFD PP TROWE ONLY |
| PVTPL &&& SILA NANO SER F CVT PFD TROWE ONLY |
| PVTPL &&& WAYMO LLC SER A-2 CONVT PREF STOCK T-ROWE PRICE ONLY |
| PVTPL GM CRUISE HOLDINGS LLC CLASS F PREFERRED SHARES |
| BLACKROCK MSCI ACWI EX US INDEX SUPERFUND F |
| ARROWSTREET COLLECTIVE INVT TR INTL EQUITY ACWI EX US CIT CL G |
| NT COLLECTIVE GOVT SHORT TERM INVT FD |
| PINESTONE ASSET MGMT COLLECTIVE INVT TR INTL EQUITY CIT FOUNDER CL |
| NORTHERN TR SUB-ADVISED COLLECTIVE FDS PZENA INT VAL ALL CTRY EX-US CIT CL X |
| PIMCO STOCKS PLUS STRATEGY |
| BLACKROCK US EQUITY MARKET FUND F |
| ARROWSTREET COLLECTIVE INVT TR US EQUITY CIT CL H |
| BLACKROCK MSCI ACWI ESG FOCUS INDEX FUND F |
| BLACKROCK MSCI ACWI IMI INDEX FUND F |
| EARNEST PARTNERS SMID CAP CORE FUND – CLASS A 27031J87-0449 |
| LEGAL & GENERAL DEVELOPED MARKETS BLNCD MLTI-FACT COLLTVE INVST TRST FD CL C |
| BLACKROCK US DEBT INDEX F |
| STATE STR GLOBAL ADVISORS TR CO INVTFDS US HIGH YIELD BD INDEX |
| EATON VANCE TRUST COMPANY MULTI-ASSET CREDIT FUND II |
| PGIM FIXED INCOME PRUDENTIAL STRATEGIC CREDIT FUND |
| BLACKROCK U.S. TREASURY INFLATION PROTECTED SECURITIES FUND F CLASS |
| JPMORGAN CORE DIVERSIFIED COMMERCIALPROPERTY FUND |
| GLENCORE FDG LLC 4% DUE 03-27-2027 |
| ANHEUSER-BUSCH 3.5% DUE 06-01-2030 |
| PETROBRAS GLOBAL 5.75% DUE 02-01-2029 |
| SUZANO AUSTRIA GMBH 3.125% 01-15-2032 |
| SUZANO AUSTRIA GMBH 3.75% DUE 01-15-2031BEO |
| BANK MONTREAL MEDIUM TERM SR NTS 1.85% 05-01-2025 |
| BANK NOVA SCOTIA B C 1.3% DUE 06-11-2025BEO |
| BANK NOVA SCOTIA B C FIXED RATE RESETTING SUB NT 4.588% 05-04-2037 |
| BARRICK N AMER FIN 5.7% DUE 05-30-2041 |
| BARRICK N AMER FIN 5.75% DUE 05-01-2043 |
| PVTPL AIR CDA PASS THRU TR 2020-2A 5.25%DUE 10-01-2030 BEO |
| ROGERS COMMUNICATIONS INC 5.3% 02-15-2034 |
| ROYAL BANK OF CANADA 4.65% 10-18-2030 |
| ROYAL BANK OF CANADA 5.15% 02-01-2034 |
| ROYAL BK CDA GLOBAL MEDIUM TERM SR BK NT1.15% DUE 06-10-2025 |
| TORONTO DOMINION BK 1.15% 06-12-2025 |
| TRANSCANADA 4.1% DUE 04-15-2030 |
| PROSUS N V NT 144A 3.061% 07-13-2031 |
| ECOPETROL S A 5.875% DUE 05-28-2045 |
| PVTPL DANSKE BANK A/S 4.298% DUE 04-01-2028 |
| CR AGRICOLE S A FLTG RT 1.907% DUE 06-16-2026 |
| PVTPL BNP PARIBAS 2.219% DUE 06-09-2026/06-09-2025 REG |
| PVTPL BNP PARIBAS 5.894% 12-05-2034 |
| PVTPL VOLKSWAGEN GROUP AMER FIN LLC 5.3% 03-22-2027 |
| PVTPL VOLKSWAGEN GROUP AMER FIN LLC GTD NT 144A 3.75% DUE 05-13-2030 BEO |
| PVTPL ZF NORTH AMER CAP INC 6.875% 04-23-2032 |
| PVTPL RELIANCE INDS LTD SR NT 3.625% 01-12-2052 |
| AERCAP IRELAND CAP / GLOBA 3.3% DUE 01-30-2032 BEO |
| AERCAP IRELAND CAP/GLOBA 2.45% DUE 10-29-2026 BEO |
| TEVA 3.15% DUE 10-01-2026 |
| TEVA 5.125% DUE 05-09-2029 |
| MITSUBISHI UFJ FINL GROUP INC 3.837% 04-17-2026 |
| PVTPL NISSAN MTR LTD 3.522% DUE 09-17-2025 BEO |
| PVTPL KAZMUNAIGAZ FIN SUB BV GTD GLOBAL MEDIUM 6.375% 10-24-2048 BEO |
| SANDS CHINA LTD SR NT 3.1% 03-08-2029 |
| PVTPL ORBIA ADVANCE CORP SAB DE CV 2.875% DUE 05-11-2031 BEO |
| COOPERATIEVE 4.375% DUE 08-04-2025 |
| SOUTHN COPPER CORP 5.25% DUE 11-08-2042 |
| ANGLO AMERN CAP 4% DUE 09-11-2027 |
| BANCO SANTANDER S A 2.749% DUE 12-03-2030 |
| PVTPL UBS GROUP AG 4.194% 04-01-2031 |
| PVTPL UBS GROUP AG 5.959% 01-12-2034 |
| PVTPL UBS GROUP AG SR 3.126% 08-13-2030 |
| PVTPL UBS GROUP FDG SWITZ AG SR 4.253% DUE 03-23-2028 |
| UBS GROUP AG 2.193% 06-05-2026 |
| UBS GROUP AG FLTG RT 1.364% DUE 01-30-2027 |
| B A T CAP CORP FIXED 3.557% DUE 08-15-2027 |
| B A T CAP CORP FIXED 3.734% DUE 09-25-2040 |
| HSBC HLDGS PLC 2.357% DUE 08-18-2031 REG |
| HSBC HLDGS PLC 4.95% DUE 03-31-2030 |
| NATWEST GROUP PLC SR GLBL COCO 5.076% 01-27-2030 |
| PVTPL BRITISH AIR 21-1 A PPT 2.9% 09-15-2036 |
| PVTPL BRITISH AWYS PASS THRU CTF SER 2020-1A CTF CL A 4.25% 05-15-2034 |
| PVTPL BRITISH AWYS PASS THRU CTFS 3.3% FIXED 06-15-2034 BEO |
| ABBOTT LABS 4.75% DUE 11-30-2036 |
| ABBVIE INC 3.2% 11-21-2029 |
| ABBVIE INC 4.25% DUE 11-21-2049 REG |
| ABBVIE INC 4.8% 03-15-2029 |
| ABBVIE INC 4.95% 03-15-2031 |
| ABBVIE INC 5.05% 03-15-2034 |
| AIR LEASE CORP 3.375% DUE 07-01-2025 REG |
| AIR LEASE CORP MED FIXED 5.3% DUE 02-01-2028 |
| ALTRIA GROUP INC 2.45% DUE 02-04-2032 |
| ALTRIA GROUP INC 3.4% DUE 02-04-2041 |
| ALTRIA GROUP INC 4.8% DUE 02-14-2029 |
| ALTRIA GROUP INC 5.8% DUE 02-14-2039 |
| ALTRIA GROUP INC 5.95% DUE 02-14-2049 |
| ALTRIA GROUP INC 6.875% DUE 11-01-2033 |
| AMAZON COM INC 1.5% DUE 06-03-2030 |
| AMAZON COM INC 2.5% DUE 06-03-2050 |
| AMAZON COM INC 3.6% 04-13-2032 BEO |
| AMAZON.COM INC 3.3% 04-13-2027 |
| AMAZON.COM INC 3.45% 04-13-2029 |
| AMER AIRLINES FIXED 3.15% 08-15-2033 |
| AMERICAN AIRLS 2017-2 AA PTT 3.35% DUE 04-15-2031 |
| AMERICAN EXPRESS CO 5.043% 07-26-2028 |
| AMERICAN EXPRESS CO NT 4.05% 05-03-2029 |
| ANTHEM INC 3.65% 12-01-2027 |
| ANTHEM INC NT 4.1% 05-15-2032 |
| APPALACHIAN PWR CO SR NT SER AA 2.7% 04-01-2031 |
| AT&T INC 1.65% DUE 02-01-2028 |
| AT&T INC 2.55% DUE 12-01-2033 |
| AT&T INC 3.5% DUE 09-15-2053 REG |
| AT&T INC 3.55% DUE 09-15-2055 |
| AT&T INC 5.35% DUE 09-01-2040 |
| AT&T INC 5.55% DUE 08-15-2041 |
| BANK AMER CORP 2.572% DUE 10-20-2032 BEO |
| BANK AMER CORP 2.831% 10-24-2051 |
| BANK AMER CORP 4.376% 04-27-2028 |
| BANK AMER CORP 5% DUE 01-21-2044 |
| BANK AMER CORP 5.015% DUE 07-22-2033/01-22-2023 BEO |
| BANK AMER CORP SR NT 2.972% 02-04-2033 |
| BANK OF AMERICA CORP 1.922% 10-24-2031 |
| BANK OF AMERICA CORP 4.571% 04-27-2033 |
| BANK OF AMERICA CORP MTN 1.197% 10-24-2026 |
| BANK OF NEW YORK MELLON CORP 4.967% 04-26-2034 |
| BERKSHIRE HATHAWAY FIN CORP 4.25% DUE 01-15-2049 |
| BLUE RACER 7.25% DUE 07-15-2032 |
| BOEING CO FIXED 5.705% DUE 05-01-2040 |
| BP CAP MKTS AMER 3.633% DUE 04-06-2030 |
| BP CAP MKTS AMER INC 3.0% DUE 02-24-2050 |
| BP CAP MKTS AMER INC 4.989% 04-10-2034 |
| BP CAP MKTS AMER INC 5.227% 11-17-2034 |
| BRISTOL MYERS FIXED 3.4% DUE 07-26-2029 |
| BRISTOL MYERS FIXED 4.25% DUE 10-26-2049 |
| BRISTOL MYERS SQUIBB CO 5.55% 02-22-2054 |
| BRISTOL MYERS SQUIBB CO 5.875% 02-22-2064 |
| BRISTOL-MYERS SQUIBB CO 5.1% 02-22-2031 |
| BRISTOL-MYERS SQUIBB CO 5.2% 02-22-2034 |
| CARRIER GLOBAL CORP 2.722% 02-15-2030 |
| CCO HOLDINGS LLC 4.5% 06-01-2033 |
| CHARTER 4.908% DUE 07-23-2025 |
| CHARTER COMMUNICATIONS OPER LLC / SR SECD NT 4.4% 04-01-2033 |
| CHARTER COMMUNICATIONS OPER LLC 6.55% 06-01-2034 |
| CHARTER COMMUNICATIONS OPER LLC CAP 5.125% DUE 07-01-2049 BEO |
| CHARTER COMMUNICATIONS OPER LLC/CHARTE 4.2% DUE 03-15-2028 BEO |
| CHARTER COMMUNICATIONS OPER LLC/CHARTE 4.8% DUE 03-01-2050 |
| CHARTER FIXED 5.75% DUE 04-01-2048 |
| CHENIERE ENERGY FIXED 4% DUE 03-01-2031 |
| CHEVRON CORP NEW 2.236% DUE 05-11-2030 |
| CHEVRON U S A INC 2.343% DUE 08-12-2050 REG |
| CIGNA CORP NEW CORP 4.375% 10-15-2028 |
| CIGNA CORP NEW CORP 4.8% 08-15-2038 |
| CIGNA CORP NEW FIXED 3.4% DUE 03-15-2050 |
| CITI USD 11NC10 NEW ISSUE 4.91% 05-24-2032 |
| CITIGROUP INC 2.52% 11-03-2032 |
| CITIGROUP INC 2.572% 06-03-2031 |
| CITIGROUP INC 3.785% 03-17-2033 |
| CITIGROUP INC 4.542% 09-19-2030 |
| CITIGROUP INC 4.65% DUE 07-23-2048 |
| CITIGROUP INC 5.5% DUE 09-13-2025 |
| CITIGROUP INC 8.125% DUE 07-15-2039 |
| COMCAST CORP NEW 2.8% DUE 01-15-2051/05-28-2020 REG |
| COMCAST CORP NEW 2.887% 11-01-2051 BEO |
| COMCAST CORP NEW 3.75% DUE 04-01-2040 |
| COMCAST CORP NEW 4.25% DUE 10-15-2030 |
| CONSTELLATION BRANDS INC 4.35% 05-09-2027 |
| CONTL RES INC 4.375% DUE 01-15-2028 |
| COSTCO WHOLESALE CORP NEW 1.6% DUE 04-20-2030 REG |
| COTERRA ENERGY INC 3.9% 05-15-2027 |
| COTERRA ENERGY INC 4.375% 03-15-2029 |
| CVS HEALTH CORP 3.625% DUE 04-01-2027 REG |
| CVS HEALTH CORP 3.75% DUE 04-01-2030 |
| CVS HEALTH CORP 4.78% DUE 03-25-2038 |
| CVS HEALTH CORPORATION 2.125% DUE 09-15-2031 BEO |
| DEERE & CO FIXED 3.75% DUE 04-15-2050 |
| DELTA AIR LINES INC DEL 2.0% 12-10-2029 REG |
| DEVON ENERGY CORP 5.6 DUE 07-15-2041 |
| DEVON ENERGY CORP 5.85% DUE 12-15-2025 |
| DEVON ENERGY CORP FIXED 5% DUE 06-15-2045 |
| DIAMONDBACK ENERGY INC 3.5% DUE 12-01-2029 |
| DIAMONDBACK ENERGY INC SR NT 4.4% 03-24-2051 |
| DISNEY WALT CO SR NT 6.65% 11-15-2037 |
| DOMINION ENERGY INC 3.375% DUE 04-01-2030 REG |
| DTE ELEC CO 5.2% DUE 04-01-2033 |
| DUKE ENERGY FLA LLC 5.875% 11-15-2033 |
| DUKE ENERGY IND LLC 5.25% 03-01-2034 |
| DUKE ENERGY OH INC 2.125% DUE 06-01-2030 |
| DUKE ENERGY PROGRESS LLC 5.25% 03-15-2033 |
| EATON CORP OHIO 4.15 DUE 11-02-2042 REG |
| ELI LILLY & CO 4.6% 08-14-2034 |
| ELI LILLY AND COMPANY 4.7% 02-09-2034 |
| ENERGY TRANSFER 3.75% DUE 05-15-2030 |
| ENERGY TRANSFER 5.25% DUE 04-15-2029 |
| ENERGY TRANSFER 6.25% DUE 04-15-2049 |
| ENERGY TRANSFER L P 6.75% 12-31-2099 USD |
| ENERGY TRANSFER LP 5.55% 05-15-2034 |
| ENTERGY AR LLC FIXED 3.35% DUE 06-15-2052 |
| ENTERGY ARK LLC 5.45% 06-01-2034 |
| ENTERGY ARKANSAS LLC 5.3% 09-15-2033 |
| ENTERGY LA LLC 5.35% DUE 03-15-2034 |
| ENTERPRISE PRODS 2.8% DUE 01-31-2030 |
| ENTERPRISE PRODS 3.7% DUE 01-31-2051 |
| ENTERPRISE PRODS 5.1% DUE 02-15-2045 |
| ENTERPRISE PRODS 6.65% DUE 10-15-2034 |
| ENTERPRISE PRODS FIXED 3.95% DUE 01-31-2060 |
| ENTERPRISE PRODS OPER LLC 4.85% 01-31-2034 |
| ENTERPRISE PRODS OPER LLC 5.375% 02-15-2078 |
| EOG RES INC 4.375% DUE 04-15-2030 |
| EOG RES INC 4.95% DUE 04-15-2050 |
| EXELON CORP 5.625% DUE 06-15-2035 |
| EXPAND ENERGY CORPORATION 5.375% 03-15-2030 |
| EXXON MOBIL CORP 3.452% DUE 04-15-2051 REG |
| EXXON MOBIL CORP 3.482% DUE 03-19-2030 |
| FLORIDA PWR CORP 5.65% DUE 04-01-2040 |
| FORD MOTOR CREDIT CO LLC 2.9% DUE 02-10-2029 BEO |
| FORD MTR CO DEL 3.25% 02-12-2032 |
| FORD MTR CR CO LLC 6.95% DUE 03-06-2026 |
| FOX CORP 5.476% DUE 01-25-2039 |
| FOX CORP 6.5% 10-13-2033 |
| FREEPORT-MCMORAN 5.45% DUE 03-15-2043 |
| GEN DYNAMICS CORP FIXED 4.25% DUE 04-01-2040 |
| GEN MOTORS FINL CO FIXED 2.75% DUE 06-20-2025 |
| GEN MTRS FINL CO FIXED 6% DUE 01-09-2028 |
| GENERAL MTRS CO 6.25% DUE 10-02-2043 |
| GENERAL MTRS CO 6.6% DUE 04-01-2036 |
| GENERAL MTRS FINL CO INC 1.25% DUE 01-08-2026 REG |
| GENERAL MTRS FINL CO INC 6.05% 10-10-2025 |
| GOLDMAN SACHS 5.15% DUE 05-22-2045 |
| GOLDMAN SACHS 6.25% DUE 02-01-2041 |
| GOLDMAN SACHS GROUP INC 1.093% DUE 12-09-2026 REG |
| GOLDMAN SACHS GROUP INC 3.102% 02-24-2033 |
| GOLDMAN SACHS GROUP INC 4.223% 05-01-2029 |
| GOLDMAN SACHS GROUP INC SR NT FIXED / FLTG 2.65% 10-21-2032 |
| HALEON US CAPITAL LLC 3.375% 03-24-2029 |
| HCA INC 4.5% DUE 02-15-2027 |
| HOME DEPOT CANADA INC 3.25% 04-15-2032 |
| HOME DEPOT INC 1.375% DUE 03-15-2031 |
| HOME DEPOT INC 2.7% DUE 04-15-2030 REG |
| HOME DEPOT INC 3.3% DUE 04-15-2040 REG |
| HOME DEPOT INC 3.35% DUE 04-15-2050 REG |
| HONEYWELL INTERNATIONAL INC 5.0% 03-01-2035 |
| HUMANA INC 4.8% DUE 03-15-2047 |
| INTEL CORP 1.6% DUE 08-12-2028 BEO |
| INTEL CORP 4.75% DUE 03-25-2050 |
| INTEL CORP 5.125% 02-10-2030 |
| IPALCO ENTERPRISES INC 4.25% DUE 05-01-2030 REG |
| JETBLUE AIRWAYS CORPORATION 4.0% 11-15-2032 |
| JETBLUE AWYS CORP FIXED 2.75% DUE 11-15-2033 |
| JPMORGAN CHASE & CO 2.522% 04-22-2031 |
| JPMORGAN CHASE & CO 2.545% DUE 11-08-2032 |
| JPMORGAN CHASE & CO 2.58% 04-22-2032 |
| JPMORGAN CHASE & CO 3.109% DUE 04-22-2051 |
| JPMORGAN CHASE & CO 3.897% 01-23-2049 |
| JPMORGAN CHASE & CO 3.964% 11-15-2048 |
| JPMORGAN CHASE & CO 4.25% 10-01-2027 |
| JPMORGAN CHASE & CO 4.505% 10-22-2028 |
| JPMORGAN CHASE & CO 4.586% 04-26-2033 |
| JPMORGAN CHASE & CO 4.912% DUE 07-25-2033/07-25-2032 BEO |
| JPMORGAN CHASE & CO 5.53% 07-22-2035 |
| KENVUE INC 4.9% 03-22-2033 |
| KINDER MORGAN INC 4.3% DUE 06-01-2025 |
| KINDER MORGAN INC 5.55% DUE 06-01-2045 |
| KROGER CO 5.358% 09-15-2034 |
| LAS VEGAS SANDS 2.9% DUE 06-25-2025 |
| LAS VEGAS SANDS 3.9% DUE 08-08-2029 |
| LAS VEGAS SANDS CORP 6.0% 08-15-2029 |
| LILLY ELI & CO 5.1% 02-09-2064 |
| LOCKHEED MARTIN CORP 3.9% 06-15-2032 |
| LOCKHEED MARTIN CORP 5.2% 02-15-2064 |
| LOCKHEED MARTIN CORP SR NT 4.15% 06-15-2053 |
| LOWES COS INC FIXED 4.5% DUE 04-15-2030 |
| MASTERCARD INC 3.85% DUE 03-26-2050 REG |
| MCDONALDS CORP 4.2% 04-01-2050 |
| MCDONALDS CORP MED TERM 3.5% 07-01-2027 |
| MERCK & CO INC NEW 1.45% DUE 06-24-2030 |
| META PLATFORMS INC 4.75% 08-15-2034 |
| METLIFE INC 5.375% 07-15-2033 |
| METLIFE INC 6.4% 12-15-2066 |
| MICRON TECHNOLOGY INC 5.3% 01-15-2031 |
| MICRON TECHNOLOGY INC 5.875% 02-09-2033 |
| MICROSOFT CORP 2.921% 03-17-2052 USD |
| MIDAMERICAN ENERGY 3.65% DUE 04-15-2029 |
| MIDAMERICAN ENERGY CO 5.35% DUE 01-15-2034 |
| MONDELEZ INTL INC 1.5% DUE 05-04-2025 |
| MORGAN STANLEY .985% DUE 12-10-2026 |
| MORGAN STANLEY 2.511% 10-20-2032 |
| MORGAN STANLEY 3.622% 04-01-2031 |
| MORGAN STANLEY 5.32% 07-19-2035 |
| MORGAN STANLEY 5.466% 01-18-2035 |
| MORGAN STANLEY 6.342% 10-18-2033 |
| MPLX LP 4.5% 04-15-2038 |
| MPLX LP 4.7% 04-15-2048 |
| MPLX LP 4.8% 02-15-2029 |
| MPLX LP FIXED 5.2% DUE 03-01-2047 |
| NIKE INC 2.85% DUE 03-27-2030 |
| NIKE INC 3.375% DUE 03-27-2050 |
| NORTHROP GRUMMAN 3.25% DUE 01-15-2028 |
| NORTHROP GRUMMAN FIXED 5.25% DUE 05-01-2050 |
| OCCIDENTAL PETE CORP SR NT 6.6% 03-15-2046 |
| ONEOK INC 5.55% 11-01-2026 |
| ONEOK INC 5.8% 11-01-2030 |
| ONEOK INC 6.625% DUE 09-01-2053 |
| ORACLE CORP 1.65% 03-25-2026 |
| ORACLE CORP 4.65% 05-06-2030 |
| ORACLE CORP 5.375% 09-27-2054 |
| ORACLE CORP FIXED 2.875% DUE 03-25-2031 |
| PAYPAL HLDGS INC 5.15% 06-01-2034 |
| PAYPAL HLDGS INC FIXED 2.3% DUE 06-01-2030 |
| PFIZER INC 2.625% DUE 04-01-2030 |
| PFIZER INC 2.7% DUE 05-28-2050 |
| PHILIP MORRIS INTL 2.1% DUE 05-01-2030 |
| PHILIP MORRIS INTL 4.5% DUE 03-20-2042 |
| PHILIP MORRIS INTL INC 4.875% 02-13-2029 |
| PHILIP MORRIS INTL INC 5.125% 02-13-2031 |
| PHILIP MORRIS INTL INC 5.25% 02-13-2034 |
| PIEDMONT NAT GAS FIXED 3.35% DUE 06-01-2050 |
| PNC FINL SVCS FLTG RT 5.582% DUE 06-12-2029 |
| PNC FINL SVCS FLTG RT 5.812% DUE 06-12-2026 |
| PNC FINL SVCS GROUP INC 6.037% 10-28-2033 |
| PUBLIC SVC CO NEW HAMPSHIRE 5.35% 10-01-2033 |
| PVTPL AK AIRLS 2020-1 PASS-THRU TR 4.8% DUE 02-15-2029 |
| PVTPL AMERICAN AIRLS INC 8.5% 05-15-2029 |
| PVTPL BROADCOM INC 3.137% DUE 11-15-2035 BEO |
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 AON 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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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)
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