Ford Retirement 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
SPDR S&P 500 ETF Trust	SPY	C	U.S. Large Cap	20	0.09%
iShares Core S&P 500 ETF	IVV	C	U.S. Large Cap	20	0.07%
PepsiCo, Inc.	PEP	F-	U.S. Mega Cap	21	0%
BlackRock, Inc.	BLK	A	U.S. All Cap	30	0%
U.S. Equities - Value
AT&T Inc.	T	F+	U.S. Mega Cap - Value	25	0%
Goldman Sachs Group Inc	GS	A++	U.S. All Cap - Value	37	0%
Morgan Stanley	MS	A++	U.S. All Cap - Value	39	0%
Exxon Mobil Corporation	XOM	B++	U.S. All Cap - Value	45	0%
Ford Motor Company	F	A++	U.S. Small Cap - Value	46	0%
Specialty
iShares Gold Trust	IAU	C--	Gold	17	0.25%
iShares Silver Trust	SLV	A--	Gold	42	0.5%
Bonds
T. Rowe Price U.S. Treasury Money Fund	PRTXX	C	U.S. Cash / Money Market	0	0%
iShares Core International Aggregate Bond ETF	IAGG	B--	U.S. Treasury - Intermediate / Long	2	0%
Other
E*TRADE Financial Corp	ETFC		Other	0	0%
BlackRock LifePath Active 2050 Fund Investor A Shares	BAPKX		Other	0	0.49%
BlackRock LifePath Active 2050 Fund Class K	BIPKX		Other	0	0.13%
BlackRock LifePath Active 2050 Fund Class R Shares	BRPKX		Other	0	0.73%
BlackRock LifePath Active 2050 Fund Institutional Shares	BLKIX		Other	0	0.24%

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