IBM 401(k) Plus Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	10	0%
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares	VRIVX	C	U.S. All Cap	11	0%
American Funds American Balanced Fund Class R-6	RLBGX	C	U.S. Large Cap	12	0.29%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	12	0%
Vanguard Wellington Fund Admiral Shares	VWENX	C	U.S. Large Cap	13	0.18%
Fidelity Freedom 2030 Fund Class K	FSNQX	A	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares	VTTWX	C	U.S. All Cap	13	0%
Vanguard Star Fund Investor Shares	VGSTX	B	U.S. All Cap	13	0.34%
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares	VITFX	C	U.S. All Cap	14	0%
Fidelity Freedom 2035 Fund Class K	FSNUX	A	U.S. All Cap	16	0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares	VIRSX	C	U.S. All Cap	16	0%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares	VITLX	C	U.S. All Cap	17	0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares	VILVX	C	U.S. All Cap	17	0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares	VTRLX	B	U.S. All Cap	17	0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares	VIVLX	C	U.S. All Cap	17	0%
Fidelity Freedom 2045 Fund Class K	FSNZX	A	U.S. All Cap	17	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	A	U.S. All Cap	17	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	A	U.S. All Cap	17	0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund	VSXFX	C	U.S. All Cap	17	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	A	U.S. All Cap	17	0%
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	B	U.S. Large Cap	17	0.45%
American Funds Investment Company of America Class R-6	RICGX	C	U.S. Large Cap	19	0.3%
American Funds Fundamental Investors Class R-6	RFNGX	C	U.S. Large Cap	19	0.31%
Vanguard Global Equity Fund Investor Shares	VHGEX	B	U.S. All Cap	20	0.61%
American Funds AMCAP Fund Class R-6	RAFGX	D	U.S. Large Cap	20	0.37%
Vanguard Growth and Income Fund Admiral Shares	VGIAX	C	U.S. Large Cap	21	0.26%
PIMCO StocksPLUS Fund Administrative Class	PPLAX	C	U.S. Large Cap	21	0.75%
Vanguard Large Cap Growth (Russell 1000 Growth) Index Trust		C	U.S. Large Cap	21	0.08%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	21	0.16%
Vanguard Total Stock Market Index Trust		C	U.S. All Cap	21	0.05%
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	B	U.S. All Cap	21	0.36%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	B	U.S. All Cap	22	0.19%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	D++	U.S. Mid Cap	23	0.09%
Vanguard U.S. Multifactor Fund		A++	U.S. Mid Cap	26	0%
Fidelity Small Cap Stock Fund	FSLCX	C++	U.S. Small Cap	26	0.67%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	A++	U.S. Mid Cap	27	0.28%
Fidelity Leveraged Company Stock Fund	FLVCX	A	U.S. All Cap	27	0.82%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
Fidelity Freedom Income Class K	FNSHX	B	U.S. All Cap	4	0%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	U.S. All Cap	5	0%
Vanguard Institutional Target Retirement Income Fund Institutional Shares	VITRX	C	U.S. All Cap	6	0%
Income Plus Fund		C	U.S. All Cap	6	0.17%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	7	0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares	VITVX	D	U.S. All Cap	7	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. All Cap	8	0%
Fidelity Capital & Income Fund	FAGIX	A++	U.S. Mid Cap	9	0.71%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares	VITWX	C	U.S. All Cap	10	0%
U.S. Equities - Growth
Fidelity Puritan Fund	FPURX	A--	U.S. All Cap - Growth	14	0.57%
Fidelity Convertible Securities Fund	FCVSX	A--	U.S. Mid Cap - Growth	19	0.72%
American Funds SMALLCAP World Fund Class R-6	RLLGX	A--	U.S. Mid Cap - Growth	20	0.72%
American Funds The New Economy Fund Class R-6	RNGGX	A--	U.S. All Cap - Growth	20	0.48%
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	20	0.45%
American Funds The Growth Fund of America Class R-6	RGAGX	A--	U.S. All Cap - Growth	22	0.34%
Fidelity Independence Fund	FDFFX	D--	U.S. Large Cap - Growth	22	0.6%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	22	0.66%
Fidelity Growth Discovery Fund	FDSVX	B--	U.S. All Cap - Growth	23	0.81%
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	B--	U.S. Mid Cap - Growth	24	0.09%
Fidelity Focused Stock Fund	FTQGX	D--	U.S. All Cap - Growth	25	0.89%
Fidelity OTC Portfolio	FOCPX	A--	U.S. Large Cap - Growth	25	0.74%
Fidelity Trend Fund	FTRNX	D--	U.S. All Cap - Growth	25	0.78%
Vanguard Explorer Fund Admiral Shares	VEXRX	A+	U.S. Small Cap - Growth	26	0.34%
Fidelity Growth Company	FDGRX	A--	U.S. All Cap - Growth	27	0.83%
Vanguard U.S Growth Fund Admiral Shares	VWUAX	C--	U.S. All Cap - Growth	27	0.31%
Fidelity Blue Chip Growth Fund	FBGRX	A--	U.S. All Cap - Growth	27	0.74%
Small/Mid-Cap Index		A+	U.S. Small Cap - Growth	27	0.1%
Vanguard Small Cap Growth (Russell 2000 Growth) Index Trust		C+	U.S. Small Cap - Growth	30	0.08%
AQR Risk Parity Fund Class I	AQRIX	A--	U.S. All Cap - Growth	8	0.88%
U.S. Equities - Value
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	A++	U.S. Mid Cap - Value	11	0.18%
American Funds American Mutual Fund Class R-6	RMFGX	C+	U.S. Mega Cap - Value	17	0.31%
Dodge & Cox Balanced Fund	DODBX	B++	U.S. All Cap - Value	18	0.53%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	F+	U.S. Mega Cap - Value	19	0.31%
Fidelity Equity-Income Fund	FEQIX	B+	U.S. Mega Cap - Value	19	0.64%
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	C+	U.S. Mega Cap - Value	19	0.3%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C+	U.S. Mega Cap - Value	21	0.21%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	21	0.79%
Vanguard Large Cap Value (Russell 1000 Value) Index Trust		C++	U.S. Large Cap - Value	23	0.08%
Fidelity Large Cap Stock Fund	FLCSX	B++	U.S. Large Cap - Value	23	0.88%
Dodge & Cox Global Stock Fund	DODWX	A++	U.S. All Cap - Value	25	0.65%
Fidelity Mid-Cap Stock Fund	FMCSX	A++	U.S. Mid Cap - Value	25	0.78%
Vanguard Windsor Fund Admiral Shares	VWNEX	C++	U.S. All Cap - Value	26	0.27%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	27	0.52%
Fidelity Dividend Growth Fund	FDGFX	F++	U.S. All Cap - Value	28	0.62%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	A++	U.S. Mid Cap - Value	28	0.32%
Fidelity Small Cap Discovery Fund	FSCRX	A++	U.S. Mid Cap - Value	30	1.01%
International Business Machines Corp.	IBM	F+	U.S. Mega Cap - Value	31	0%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	31	0.37%
Fidelity Value Fund	FDVLX	A++	U.S. Mid Cap - Value	31	0.65%
Vanguard Selected Value Fund Investor Shares	VASVX	B++	U.S. Mid Cap - Value	33	0.43%
Vanguard Small Cap Value (Russell 2000 Value) Index Trust		C++	U.S. Small Cap - Value	35	0.08%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	36	0.37%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	D+	U.S. Mega Cap - Value	8	0.18%
Specialty
Fidelity Real Estate Income Fund	FRIFX	A--	U.S. Real Estate	13	0.84%
PIMCO CommodityRealReturn Strategy Fund Institutional Class	PCRIX	A++	Commodities	15	0.74%
DFA Global Real Estate Securities Portfolio	DFGEX	B--	U.S. Real Estate	24	0.32%
Fidelity Real Estate Investment Portfolio	FRESX	D--	U.S. Real Estate	28	0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	A--	U.S. Real Estate	29	0%
Real Estate Investment Trust (BlackRock)		B--	U.S. Real Estate	29	0%
Global & Intl. Equity
Fidelity International Real Estate Fund	FIREX	F++	International Small Cap	14	1.14%
Fidelity International Small Cap Fund	FISMX	A++	International Small Cap	16	1.31%
Fidelity Pacific Basin Fund	FPBFX	A++	Emerging Markets	17	1.21%
Fidelity Diversified International Fund	FDIVX	B-	International Large Cap - Growth	17	0.92%
Fidelity Overseas Fund	FOSFX	B-	International Large Cap - Growth	17	1.06%
Fidelity Japan Fund	FJPNX	C++	Pacific	18	0.91%
Total International Stock Market Index (State Street)		A	International Large Cap	18	0.14%
Fidelity International Discovery Fund	FIGRX	A-	International Large Cap - Growth	18	0.98%
American Funds International Growth and Income Fund Class R-6	RIGGX	A	International Large Cap	18	0.59%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	A++	Emerging Markets	18	0.57%
Vanguard International Explorer Fund Investor Shares	VINEX	C++	International Small Cap	18	0.36%
Fidelity Europe Fund	FIEUX	A	Europe	19	1.02%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	19	0.49%
DFA International Small Company Portfolio Institutional Class	DFISX	C++	International Small Cap	19	0.54%
DFA Large Cap International Portfolio Institutional Class	DFALX	B	International Large Cap	19	0.29%
Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares	VEMRX	C++	Emerging Markets	19	0.1%
International Real Estate Index		F++	International Small Cap	19	0%
American Funds New World Fund Class R-6	RNWGX	B++	Emerging Markets	19	0.65%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	A++	Emerging Markets	19	0.57%
Vanguard International Value Fund Investor Shares	VTRIX	A+	International Large Cap - Value	20	0.43%
Fidelity Canada Fund	FICDX	A	International Large Cap	20	0.86%
International Real Estate Index (BlackRock)		F++	International Small Cap	20	0%
European Stock Index		C	Europe	20	0.12%
DFA International Vector Equity Portfolio Institutional Class	DFVQX	D++	International Small Cap	20	0.51%
Fidelity Emerging Asia Fund	FSEAX	A++	Emerging Markets	22	1.05%
Vanguard International Growth Fund Admiral Shares	VWILX	A++	Emerging Markets	23	0.35%
Fidelity China Region Fund	FHKCX	B++	Emerging Markets	23	0.98%
Dodge & Cox International Stock Fund	DODFX	B+	International Large Cap - Value	24	0.64%
DFA International Value Portfolio Institutional Class	DFIVX	A+	International Large Cap - Value	24	0.43%
Fidelity Latin America Fund	FLATX	F++	International Small Cap	34	1.03%
Bonds
Vanguard Short-Term Treasury Fund Admiral Shares	VFIRX	C-	U.S. Treasury - Short / Intermediate	1	0.1%
PIMCO Low Duration Fund Administrative Class	PLDAX	B-	Bond - Multi Sector	1	0.71%
PIMCO LOW DURATION ESG FUND		C++	Bond - U.S. High Yield	1	0.5%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C	Bond - U.S. Mortgages	1	0.1%
Fidelity Limited Term Government Fund	FFXSX	C-	U.S. Treasury - Short / Intermediate	1	0.45%
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	C-	U.S. Treasury - Short / Intermediate	1	0.1%
Fidelity GNMA Fund	FGMNX	C	Bond - U.S. Mortgages	1	0.45%
Vanguard Short-Term Investment-Grade Fund Admiral Shares	VFSUX	B-	Bond - U.S. Corporate	2	0.1%
Vanguard GNMA Fund Admiral Shares	VFIJX	C	Bond - U.S. Mortgages	2	0.11%
PIMCO Mortgage-Backed Securities Fund Institutional Class	PTRIX	B	Bond - U.S. Mortgages	2	0.5%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C--	U.S. Treasury - Long	13	0.1%
Long-Term Corporate Bond		D-	Bond - U.S. Corporate	13	0%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C-	U.S. Treasury - Short / Intermediate	3	0.1%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
PIMCO Long-Term U.S. Government Fund Administrative Class	PLGBX	F--	U.S. Treasury - Intermediate / Long	21	0.72%
High Yield & Emerging Market Bond		A++	Bond - U.S. High Yield	25	0%
PIMCO TOTAL RETURN ESG FUND		B-	Bond - Multi Sector	3	0.5%
Fidelity Government Income Fund	FGOVX	C--	U.S. Treasury - Intermediate / Long	3	0.45%
Dodge & Cox Income Fund	DODIX	B-	Bond - U.S. Corporate	3	0.43%
Fidelity Total Bond Fund	FTBFX	C-	Bond - U.S. Corporate	3	0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	C-	Bond - U.S. Corporate	3	0.1%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%
PIMCO Income Fund Institutional Class	PIMIX	A++	Bond - U.S. High Yield	3	0.45%
Fidelity Advisor Floating Rate High Income Fund I Class	FFRIX	A++	Bond - U.S. High Yield	3	0.75%
Total Bond Market (Neuberger Berman)		C-	Bond - U.S. Corporate	3	0.45%
American Funds Capital World Bond Fund Class R-6	RCWGX	C	Bond - Emerging Market	4	0.52%
Fidelity Advisor Strategic Income Fund Class I	FSRIX	B++	Bond - U.S. High Yield	4	0.75%
Long Term Credit (Western Asset Mgmt.)		C-	Bond - U.S. Corporate	4	0.51%
PIMCO Diversified Income Fund Administrative Class	PDAAX	D++	Bond - U.S. High Yield	5	1%
Inflation Protected Bond		C+	U.S. Treasury - TIPS	5	0.2%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	B-	Bond - U.S. Corporate	5	0.5%
Long Term Credit (Loomis Sayles)		C++	Bond - U.S. High Yield	5	0.63%
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	C++	Bond - U.S. High Yield	6	0.13%
PIMCO Dynamic Income Fund	XPDIX	A++	Bond - U.S. High Yield	6	0%
PIMCO Emerging Markets Bond Fund Institutional Class	PEBIX	B	Bond - Emerging Market	6	0.83%
Fidelity New Markets Income Fund	FNMIX	B	Bond - Emerging Market	6	0.84%
High Yield Debt (JP Morgan)		B++	Bond - U.S. High Yield	6	0.84%
Fidelity High Income Fund	SPHIX	C++	Bond - U.S. High Yield	6	0.72%
PIMCO High Yield Fund Institutional Class	PHIYX	C++	Bond - U.S. High Yield	6	0.55%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	B-	Bond - Multi Sector	9	0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	C-	Bond - Multi Sector	10	0.07%
Other
PIMCO Emerging Markets Local Currency			Other	0	0.85%

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