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401k, 403b plan

Morgan Stanley 401(K) Savings Plan

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Plan was created by rub41 on 4/4/2020.
Number of Followers: 4


COMMENTS plan comments help
comment plan rub41 4/4/2020 12:35:35 PM
As many of the funds are private, most comparable funds chosen.

comment plan rub41 4/4/2020 1:29:34 PM
BlackRock Government Short-Term Investment Fund is US Cash/ Money Market

comment plan rub41 4/4/2020 1:37:13 PM
BlackRock Bond Index Fund is iShares U.S. Aggregate Bond Index Fund

comment plan rub41 4/4/2020 1:52:10 PM
State Street U.S. High Yield Bond Index Fund is SSgA High Yield Bond Fund N Class

comment plan brian 4/5/2020 3:44:21 PM
Plan has been recreated using either exact, or similar mutual funds/etfs. Plan is missing the following investments: Wellington Opportunistic Emerging Markets Debt Fund, Westfield Mid Cap Growth Equity, & AQR Emerging Equities Collective Investment Fund.

comment plan brian 9/14/2021 12:05:33 PM
Plan is correct based on company's 2020 form 5500 filing. Missing AQR Emerging Equities Collective Investment Fund, Wellington Opportunistic Emerging Markets Debt fund & State Street Target 2065.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
State Street Global Real Estate Securities Index Fundwas removed by brian9/14/2021
Blackrock US Debt Index NLwas added by brian9/14/2021Remove
Blackrock US Debt Index NLwas removed by brian9/14/2021Remove
Blackrock US Debt Index NLwas added by brian9/14/2021Remove
BlackRock Bond Index Fundwas removed by brian9/14/2021
BlackRock U.S. Total Bond Index Fund Class K SharesWFBIXwas removed by brian9/14/2021
AQR Emerging Equities Collective Investment Fundwas removed by brian9/14/2021
PIMCO Low Duration Fund Institutional ClassPTLDXwas removed by brian9/14/2021
AQR Emerging Equities Collective Investment Fundwas added by brian9/14/2021
AQR Emerging Equities Collective Investment Fundwas removed by brian9/14/2021
AQR International Equity Fund Class IAQIIXwas removed by brian9/14/2021
Northern Trust Coltv Short Term Investment Fundwas added by brian9/14/2021Remove
Northern Trust Coltv Short Term Investment Fundwas removed by brian9/14/2021Remove
State Street Target Retirement Fund Class KSSFOXwas added by brian9/14/2021Remove
PIMCO Short Term Floating NAVwas added by brian9/14/2021Remove
State Street U.S. High Yield Bond Index Fundwas added by brian9/14/2021Remove
State Street U.S. High Yield Bond Index Fundwas removed by brian9/14/2021
State Street U.S. High Yield Bond Index Fundwas removed by brian9/14/2021Remove
AQR Emerging Equities Collective Investment Fundwas added by brian9/14/2021
Shenkman Capital High Yld Bondwas removed by brian9/14/2021
PIMCO Real Return Fund Institutional ClassPRRIXwas removed by brian9/14/2021
PIMCO Core Fixed Incomewas removed by brian9/14/2021
Artisan International Growth Trustwas removed by brian9/14/2021
FIAM Select International Small Capwas removed by brian9/14/2021
Morgan Stanley Institutional Fund, Inc. Global Real Estate Portfolio Class IMRLAXwas removed by brian9/14/2021
William Blair Small Cap Valuewas removed by brian9/14/2021
Thompson, Siegel & Walmsley Mid Cap Valuewas removed by brian9/14/2021
T. Rowe Price Large Capwas removed by brian9/14/2021
Rice Hall James Small Cap Opportunities Fundwas removed by brian9/14/2021
State Street U.S. High Yield Bond Index Fundwas added by brian4/5/2020
SSgA High Yield Bond Fund N ClassSSHYXwas removed by brian4/5/2020
Morgan StanleyMSwas added by brian4/5/2020Remove
Morgan Stanley Institutional Fund, Inc. Global Real Estate Portfolio Class IMRLAXwas added by brian4/5/2020
State Street Global Real Estate Securities Index Fundwas added by brian4/5/2020
Pax Global Environmental Markets Fund Institutional ClassPGINXwas added by brian4/5/2020Remove
Northern Global Sustainability Index FundNSRIXwas added by brian4/5/2020Remove
BlackRock Emerging Markets Index Fundwas added by brian4/5/2020Remove
FIAM Select International Small Capwas added by brian4/5/2020
Artisan International Growth Trustwas added by brian4/5/2020
AQR International Equity Fund Class IAQIIXwas added by brian4/5/2020
BlackRock MSCI ACWI ex-U.S. IMIwas added by brian4/5/2020Remove
Rice Hall James Small Cap Opportunities Fundwas added by brian4/5/2020
William Blair Small Cap Valuewas added by brian4/5/2020
William Blair Small Cap Valuewas removed by brian4/5/2020
William Blair Small Cap Valuewas added by brian4/5/2020
BlackRock Russell 2000 Indexwas added by brian4/5/2020Remove
Thompson, Siegel & Walmsley Mid Cap Valuewas added by brian4/5/2020
BlackRock S&P 400 Mid Cap Indexwas added by brian4/5/2020Remove
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class IMSEQXwas added by brian4/5/2020Remove
T. Rowe Price Large Capwas added by brian4/5/2020
BlackRock S&P 500 Indexwas added by brian4/5/2020Remove
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXwas added by brian4/5/2020Remove
PIMCO Real Return Fund Institutional ClassPRRIXwas added by brian4/5/2020
Shenkman Capital High Yld Bondwas added by brian4/5/2020
PIMCO Low Duration Fund Institutional ClassPTLDXwas added by brian4/5/2020
PIMCO Core Fixed Incomewas added by brian4/5/2020
State Street U.S. High Yield Bond Index Fundwas added by brian4/5/2020Remove
BlackRock Bond Index Fundwas added by brian4/5/2020
Northern Trust Coltv Short Term Investment Fundwas added by brian4/5/2020Remove
Northern Trust Coltv Short Term Investment Fundwas removed by brian4/5/2020Remove
State Street Target Retirement 2060 Fund Class KSSDYXwas added by brian4/5/2020Remove
State Street Target Retirement 2055 Fund Class KSSDQXwas added by brian4/5/2020Remove
State Street Target Retirement 2050 Fund Class KSSDLXwas added by brian4/5/2020Remove
State Street Target Retirement 2045 Fund Class KSSDEXwas added by brian4/5/2020Remove
State Street Target Retirement 2040 Fund Class KSSCQXwas added by brian4/5/2020Remove
State Street Target Retirement 2035 Fund Class KSSCKXwas added by brian4/5/2020Remove
State Street Target Retirement 2030 Fund Class KSSBYXwas added by brian4/5/2020Remove
State Street Target Retirement 2025 Fund Class KSSBSXwas added by brian4/5/2020Remove
State Street Target Retirement 2020 Fund Class KSSBOXwas added by brian4/5/2020Remove
SSgA High Yield Bond Fund N ClassSSHYXwas added by rub414/4/2020
BlackRock U.S. Total Bond Index Fund Class K SharesWFBIXwas added by rub414/4/2020
PIMCO Low Duration Fund Institutional ClassPTLDXwas removed by rub414/4/2020
Northern Trust Coltv Short Term Investment Fundwas added by rub414/4/2020Remove
Northern Trust Coltv Short Term Investment Fundwas removed by rub414/4/2020Remove
Northern Trust Coltv Short Term Investment Fundwas added by rub414/4/2020Remove
Templeton Emerging Markets Bond Fund Class AFEMGXwas removed by rub414/4/2020
PIMCO Real Return Fund Institutional ClassPRRIXwas removed by rub414/4/2020
PIMCO Fixed Income SHares: Series RFXIRXwas removed by rub414/4/2020
BlackRock U.S. Total Bond Index Fund Institutional SharesBMOIXwas removed by rub414/4/2020
State Street Aggregate Bond Index Kssfexwas removed by rub414/4/2020
Northern Trust Coltv Short Term Investment Fundwas removed by rub414/4/2020Remove
Pax MSCI International ESG Index Fund Institutional ClassPXNIXwas removed by rub414/4/2020
Buffalo High Yield FundBUFHXwas removed by rub414/4/2020
Morgan Stanley Institutional Fund, Inc. Global Real Estate Portfolio Class IMRLAXwas removed by rub414/4/2020
Fidelity International Growth FundFIGFXwas removed by rub414/4/2020
Morgan StanleyMSwas removed by rub414/4/2020Remove
BlackRock S&P 500 Indexwas removed by rub414/4/2020Remove
T. Rowe Price Large Capwas removed by rub414/4/2020
Vanguard S&P Mid-Cap 400 Value Index Fund Institutional SharesVMFVXwas removed by rub414/4/2020
Fidelity Emerging Markets IndexFPADXwas removed by rub414/4/2020
BlackRock International Index Fund Institutional SharesMAIIXwas removed by rub414/4/2020
Fidelity Global ex U.S. IndexFSGGXwas removed by rub414/4/2020
Rice Hall James Small Cap Opportunities Fundwas removed by rub414/4/2020
William Blair Small Cap Value Fund Class NWBVDXwas removed by rub414/4/2020
BlackRock Russell 2000 Indexwas removed by rub414/4/2020Remove
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXwas removed by rub414/4/2020
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXwas added by rub414/4/2020
BlackRock Russell 2000 Indexwas added by rub414/4/2020Remove
William Blair Small Cap Value Fund Class NWBVDXwas added by rub414/4/2020
Rice Hall James Small Cap Opportunities Fundwas added by rub414/4/2020
Fidelity Global ex U.S. IndexFSGGXwas added by rub414/4/2020
BlackRock International Index Fund Institutional SharesMAIIXwas added by rub414/4/2020
Fidelity Emerging Markets IndexFPADXwas added by rub414/4/2020
Fidelity International Growth FundFIGFXwas added by rub414/4/2020
Pax MSCI International ESG Index Fund Institutional ClassPXNIXwas added by rub414/4/2020
Morgan Stanley Institutional Fund, Inc. Global Real Estate Portfolio Class IMRLAXwas added by rub414/4/2020
Morgan StanleyMSwas added by rub414/4/2020Remove
Northern Trust Coltv Short Term Investment Fundwas added by rub414/4/2020Remove
BlackRock U.S. Total Bond Index Fund Institutional SharesBMOIXwas added by rub414/4/2020
State Street Aggregate Bond Index Kssfexwas added by rub414/4/2020
PIMCO Fixed Income SHares: Series RFXIRXwas added by rub414/4/2020
PIMCO Low Duration Fund Institutional ClassPTLDXwas added by rub414/4/2020
Buffalo High Yield FundBUFHXwas added by rub414/4/2020
PIMCO Real Return Fund Institutional ClassPRRIXwas added by rub414/4/2020
Templeton Emerging Markets Bond Fund Class AFEMGXwas added by rub414/4/2020
BlackRock S&P 500 Indexwas added by rub414/4/2020Remove
T. Rowe Price Large Capwas added by rub414/4/2020
Vanguard S&P Mid-Cap 400 Value Index Fund Institutional SharesVMFVXwas added by rub414/4/2020
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Plan Transactions

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