Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

Union Pacific Agreement Employee 401K Retirement Thrift Plan

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close help

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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXCU.S. All Cap11fund risk0%
Vanguard Wellington Fund Admiral SharesVWENXCU.S. Large Cap13fund risk0.18%
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXCU.S. All Cap14fund risk0%
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXCU.S. All Cap16fund risk0%
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXCU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXCU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXBU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXCU.S. All Cap17fund risk0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXCU.S. All Cap17fund risk0%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Total Stock Market Index Fund Institutional SharesVITSXCU.S. All Cap21fund risk0.04%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXD++U.S. Mid Cap23fund risk0.08%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
Vanguard Strategic Small-Cap Equity Fund Investor SharesVSTCXB++U.S. Small Cap30fund risk0.38%
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXCU.S. All Cap6fund risk0%
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXDU.S. All Cap7fund risk0%
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXCU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Vanguard Growth Index Fund Institutional SharesVIGIXC--U.S. Large Cap - Growth24fund risk0.08%
T. Rowe Price Blue Chip Growth ITBCIXF--U.S. Large Cap - Growth25fund risk0%
U.S. Equities - Value     
Vanguard Windsor Fund Admiral SharesVWNEXC++U.S. All Cap - Value26fund risk0.27%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
Union Pacific CorporationUNPD+U.S. Mega Cap - Value29fund risk0%
Specialty     
Vanguard REIT Index Fund Institutional SharesVGSNXC--U.S. Real Estate27fund risk0.08%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
Vanguard International Growth Fund Admiral SharesVWILXA++Emerging Markets23fund risk0.35%
Bonds     
Vanguard Federal Money Market FundCU.S. Cash / Money Market0fund risk0%
Vanguard Total International Bond Index Fund Institutional SharesVTIFXB--U.S. Treasury - Intermediate2fund risk0.12%
Dodge & Cox Income FundDODIXB-Bond - U.S. Corporate3fund risk0.43%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information