AeroVironment 401(k) Plan

AeroVironment, Inc. sponsors a Profit Sharing and Salary Deferral 401(k) plan covering 1,297 active participants at plan year end 2024. Plan assets totaled 259.8 million dollars. The plan is administered directly by AeroVironment and uses ADP, Inc. as recordkeeper with advisory services from Global Retirement Partners.

Participants: 1,665 Plan assets: $259,751,322 Plan number: 001 Form 5500 plan year: 2024 Last verified: Jun 12, 2026 View Form 5500
Match
Not disclosed in the 2024 filing
Vesting
Not disclosed in the 2024 filing
Investment Options
34 funds
Plan Size
$259,751,322

By Zac Murphy, CFA charterholder and CFP professional. Published June 12, 2026. Verified against Form 5500 plan year 2024.

Get a personalized look at your AeroVironment 401(k) options

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Fund lineup

Fund Asset Class Type
Participant Loans Other Other
ALLSPRING CORE BOND R6 US Bonds Active
AMERFUNDS 2015 TARG DATERET R6 Target-date Other
BLACKROCK EQUITY DIVIDEND K US Large Cap Active
VAN INSTITUTIONAL IDX - INST US Large Cap Index
AMERFUNDS 2045 TARG DATERET R6 Target-date Other
VANGUARD TREASURY MONEY MARKET Money Market Active
JPMorgan Mid Cap Growth R6 US Mid Cap Active
AMERFUNDS 2050 TARG DATERET R6 Target-date Other
AMERFUNDS 2020 TARG DATERET R6 Target-date Other
AMERICAN FUNDS 2055 TARGET R6 Target-date Other
MFS Value R6 US Large Cap Active
CLEARBRIDGE LARGE CAP GR IS US Large Cap Active
LORD ABBETT SHORT DUR INC R6 US Bonds Active
Victory Established Value R6 US Mid Cap Active
VANGUARD INTERMEDIATE TERM BON US Bonds Index
AMERFUNDS 2035 TARG DATERET R6 Target-date Other
PIMCO TOTAL RETURN FUND - INST US Bonds Active
Vanguard Mid Cap Index Adm US Mid Cap Index
VANGUARD SMALL CAP INDEX ADMRL US Small Cap Index
AMERFUNDS 2025 TARG DATERET R6 Target-date Other
AMERFUNDS 2030 TARG DATERET R6 Target-date Other
AMERFUNDS 2010 TARG DATERET R6 Target-date Other
JANUS HENDERSON FORTY FUND - N US Large Cap Active
TRP INTEGRATED US SC GR EQ I US Small Cap Active
Vanguard Real Estate Index Adm Real Estate Index
VANGUARD DEV MKT INDEX ADMIRAL International Equity Index
AMERFUNDS 2060 TARG DATERET R6 Target-date Other
AMERFUNDS 2040 TARG DATERET R6 Target-date Other
COLUMBIA CONTRARIAN CORE - I3 US Large Cap Active
JPMORGAN US SMALL COMPANY R6 US Small Cap Active
AMER FUNDS NEW PERSP R6 International Equity Active
MFS INTL INTRINSIC VALUE R6 International Equity Active
PUTNAM STABLE VALUE 25 Stable Value Other

Why our allocations use only index funds

The actively managed funds in this plan cost more per year than the plan's index funds, which run roughly 0.02% to 0.06%. Decades of research on long-term active fund performance do not support reliable outperformance net of fees, which is why the allocation ideas below may consider using only the low-cost index options.

Employer match

Match summary
Not disclosed in the 2024 filing
Match cap --
Effective match rate --
Vesting Not disclosed in the 2024 filing
Waiting period Not disclosed in the 2024 filing

Sources

  • Plan metadata (employer, participants, assets, plan year): Form 5500 annual return/report, plan year 2024 -- view filing
  • Summary Plan Description (SPD) and fee disclosure (404a-5), where available from the plan administrator.

This page is for educational purposes only and does not constitute investment, tax, or legal advice, nor a recommendation to buy or sell any security. Information is drawn from public Form 5500 filings and plan documents and may be incomplete or out of date. You may consider consulting a qualified professional and confirming all details with your plan administrator before making decisions. Waterfall Planning is not affiliated with AeroVironment.

Find your risk profile

Answer 13 questions to see which allocation fits your situation.

Question 1 of 13

Risk assessment methodology based on Grable, J. E., & Lytton, R. H. (1999). Financial risk tolerance revisited: The development of a risk assessment instrument. Financial Services Review, 8, 163-181.

Allocation ideas

Five sample mixes built from this plan's funds, from conservative to growth. Take the assessment above to see which one fits your risk profile.

Recommended for you (based on your risk profile)
Conservative
Conservative

Capital preservation with minimal market exposure, built from bonds and stable value.

US equity   International   Bonds   Stable value
VANGUARD INTERMEDIATE TERM BON 70%
VANGUARD TREASURY MONEY MARKET 30%
0% stocks / 100% bonds
Recommended for you (based on your risk profile)
Income & A Little Growth
Income & A Little Growth

Mostly bonds with a small stock sleeve for modest growth.

US equity   International   Bonds   Stable value
VANGUARD INTERMEDIATE TERM BON 49%
VANGUARD TREASURY MONEY MARKET 21%
VAN INSTITUTIONAL IDX - INST 19%
VANGUARD DEV MKT INDEX ADMIRAL 8%
Vanguard Mid Cap Index Adm 3%
30% stocks / 70% bonds
Recommended for you (based on your risk profile)
Balanced
Balanced

A classic 60/40 split of stocks and bonds.

US equity   International   Bonds   Stable value
VAN INSTITUTIONAL IDX - INST 39%
VANGUARD INTERMEDIATE TERM BON 28%
VANGUARD DEV MKT INDEX ADMIRAL 15%
VANGUARD TREASURY MONEY MARKET 12%
Vanguard Mid Cap Index Adm 6%
60% stocks / 40% bonds
Recommended for you (based on your risk profile)
Growth & Income
Growth & Income

Stock-heavy with a bond cushion for a long horizon.

US equity   International   Bonds   Stable value
VAN INSTITUTIONAL IDX - INST 52%
VANGUARD DEV MKT INDEX ADMIRAL 20%
VANGUARD INTERMEDIATE TERM BON 14%
Vanguard Mid Cap Index Adm 8%
VANGUARD TREASURY MONEY MARKET 6%
80% stocks / 20% bonds
Recommended for you (based on your risk profile)
Growth
Growth

All stocks for maximum long-term growth potential, with higher short-term volatility.

US equity   International   Bonds   Stable value
VAN INSTITUTIONAL IDX - INST 65%
VANGUARD DEV MKT INDEX ADMIRAL 25%
Vanguard Mid Cap Index Adm 10%
100% stocks / 0% bonds
Stay on track

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  • How to keep costs low with index funds
  • Plan updates when your filing changes

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These allocation ideas are educational illustrations built from this plan's available funds and a standard risk-tolerance assessment. They are not personalized investment advice or a recommendation, and risk tolerance is only one factor in an investment decision. You may consider consulting a qualified professional before making changes to your account.