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IBM 401(k) Plus Plan

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Plan was created by manniw on 1/5/2012.
Number of Followers: 40


COMMENTS plan comments help
comment plan Ken Hong 5/21/2012 10:46:40 AM
All of the 35 core funds for IBM are privately managed. For example: Target Date Funds (2005-2050), Inflation Protected Bond by State Street, Neuberger Berman Total Bond Market, Vanguard Total Stock Market Index, BlackRock Real Estate Investement Trust Index, Vanguard Large Company Index, etc...

comment plan dghidali 12/19/2013 6:00:38 PM
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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 
Vanguard FTSE Social Index Fund Institutional SharesVFTNXwas added by Deleted User4/9/2014Remove
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas removed by Deleted User4/9/2014
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXwas added by Deleted User4/9/2014Remove
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas removed by Deleted User4/9/2014
Vanguard Growth and Income Fund Investor SharesVQNPXwas removed by dghidali12/19/2013
Vanguard Energy ETFVDEwas removed by dghidali12/19/2013
Fidelity Mega Cap Stock FundFGRTXwas removed by dghidali12/19/2013
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXwas added by dghidali12/19/2013Remove
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXwas added by dghidali12/19/2013Remove
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXwas added by dghidali12/19/2013Remove
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXwas added by dghidali12/19/2013Remove
American Funds Capital World Bond Fund Class R-6RCWGXwas added by dghidali12/19/2013Remove
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas added by dghidali12/19/2013
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXwas added by dghidali12/19/2013Remove
PIMCO Low Duration Fund Institutional ClassPTLDXwas added by dghidali12/19/2013Remove
PIMCO Low Duration III Fund Institutional ClassPLDIXwas added by dghidali12/19/2013Remove
Fidelity Short-Term Bond FundFSHBXwas added by dghidali12/19/2013Remove
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXwas added by dghidali12/19/2013Remove
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas added by dghidali12/19/2013Remove
Fidelity Limited Term Government FundFFXSXwas added by dghidali12/19/2013Remove
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXwas added by dghidali12/19/2013Remove
PIMCO Diversified Income Fund Institutional ClassPDIIXwas added by dghidali12/19/2013Remove
Fidelity Strategic Income FundFSICXwas added by dghidali12/19/2013Remove
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXwas added by dghidali12/19/2013Remove
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXwas added by dghidali12/19/2013Remove
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXwas added by dghidali12/19/2013Remove
PIMCO Real Return Asset Fund Institutional ClassPRAIXwas added by dghidali12/19/2013Remove
PIMCO Real Return Fund Institutional ClassPRRIXwas added by dghidali12/19/2013Remove
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXwas added by dghidali12/19/2013Remove
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXwas added by dghidali12/19/2013Remove
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXwas added by dghidali12/19/2013Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by dghidali12/19/2013Remove
PIMCO Total Return III Fund Institutional ClassPTSAXwas added by dghidali12/19/2013Remove
PIMCO Moderate Duration Fund Institutional ClassPMDRXwas added by dghidali12/19/2013Remove
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXwas added by dghidali12/19/2013Remove
Fidelity Government Income FundFGOVXwas added by dghidali12/19/2013Remove
Fidelity Total Bond FundFTBFXwas added by dghidali12/19/2013Remove
Fidelity Intermediate Bond FundFTHRXwas added by dghidali12/19/2013Remove
Dodge & Cox Income FundDODIXwas added by dghidali12/19/2013Remove
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXwas added by dghidali12/19/2013Remove
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXwas added by dghidali12/19/2013Remove
Vanguard GNMA Fund Admiral SharesVFIJXwas added by dghidali12/19/2013Remove
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXwas added by dghidali12/19/2013Remove
PIMCO GNMA Fund Institutional ClassPDMIXwas added by dghidali12/19/2013Remove
Fidelity Intermediate Government Income FundFSTGXwas added by dghidali12/19/2013Remove
Fidelity GNMA FundFGMNXwas added by dghidali12/19/2013Remove
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXwas added by dghidali12/19/2013Remove
PIMCO High Yield Fund Institutional ClassPHIYXwas added by dghidali12/19/2013Remove
Fidelity High Income FundSPHIXwas added by dghidali12/19/2013Remove
Fidelity Floating Rate High Income FundFFRHXwas added by dghidali12/19/2013Remove
Fidelity Capital & Income FundFAGIXwas added by dghidali12/19/2013Remove
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXwas added by dghidali12/19/2013Remove
PIMCO Emerging Local Bond Fund Institutional ClassPELBXwas added by dghidali12/19/2013Remove
Fidelity New Markets Income FundFNMIXwas added by dghidali12/19/2013Remove
Fidelity Freedom K 2025 FundFKTWXwas added by dghidali12/19/2013Remove
Fidelity Freedom K 2020 FundFFKDXwas added by dghidali12/19/2013Remove
Fidelity Freedom K 2015 FundFKVFXwas added by dghidali12/19/2013Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by dghidali12/19/2013Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by dghidali12/19/2013Remove
Fidelity Freedom K Income FundFFKAXwas added by dghidali12/19/2013Remove
Fidelity Freedom K 2010 FundFFKCXwas added by dghidali12/19/2013Remove
Fidelity Freedom K 2005 FundFFKVXwas added by dghidali12/19/2013Remove
Fidelity Freedom K 2000FFKBXwas added by dghidali12/19/2013Remove
Fidelity Global Balanced FundFGBLXwas added by dghidali12/19/2013Remove
Vanguard Wellington Fund Admiral SharesVWENXwas added by dghidali12/19/2013Remove
Vanguard Star Fund Investor SharesVGSTXwas added by dghidali12/19/2013Remove
PIMCO All Asset Fund Institutional ClassPAAIXwas added by dghidali12/19/2013Remove
PIMCO All Asset All Authority Fund Institutional ClassPAUIXwas added by dghidali12/19/2013Remove
Fidelity Balanced Fund Class KFBAKXwas added by dghidali12/19/2013Remove
Dodge & Cox Balanced FundDODBXwas added by dghidali12/19/2013Remove
American Funds American Balanced Fund Class R-6RLBGXwas added by dghidali12/19/2013Remove
Fidelity Convertible Securities FundFCVSXwas added by dghidali12/19/2013Remove
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas added by dghidali12/19/2013Remove
Vanguard Global Equity Fund Investor SharesVHGEXwas added by dghidali12/19/2013Remove
Dodge & Cox Global Stock FundDODWXwas added by dghidali12/19/2013Remove
American Funds New Perspective Fund Class R-6RNPGXwas added by dghidali12/19/2013Remove
American Funds International Growth and Income Fund Class R-6RIGGXwas added by dghidali12/19/2013Remove
American Funds Capital World Growth and Income Fund Class R-6RWIGXwas added by dghidali12/19/2013Remove
Fidelity China Region FundFHKCXwas added by dghidali12/19/2013Remove
Fidelity Latin America FundFLATXwas added by dghidali12/19/2013Remove
Fidelity Japan FundFJPNXwas added by dghidali12/19/2013Remove
Fidelity International Real Estate FundFIREXwas added by dghidali12/19/2013Remove
DFA Global Real Estate Securities PortfolioDFGEXwas added by dghidali12/19/2013Remove
DFA International Vector Equity Portfolio Institutional ClassDFVQXwas added by dghidali12/19/2013Remove
DFA International Small Company Portfolio Institutional ClassDFISXwas added by dghidali12/19/2013Remove
Vanguard International Explorer Fund Investor SharesVINEXwas added by dghidali12/19/2013Remove
Fidelity International Small Cap FundFISMXwas added by dghidali12/19/2013Remove
Dodge & Cox International Stock FundDODFXwas added by dghidali12/19/2013Remove
DFA International Value Portfolio Institutional ClassDFIVXwas added by dghidali12/19/2013Remove
Fidelity Diversified International Fund Class KFDIKXwas added by dghidali12/19/2013Remove
Vanguard International Value Fund Investor SharesVTRIXwas added by dghidali12/19/2013Remove
Vanguard International Growth Fund Admiral SharesVWILXwas added by dghidali12/19/2013Remove
Fidelity Overseas Fund Class KFOSKXwas added by dghidali12/19/2013Remove
Fidelity International Discovery Fund Class KFIDKXwas added by dghidali12/19/2013Remove
Fidelity Canada FundFICDXwas added by dghidali12/19/2013Remove
DFA Large Cap International Portfolio Institutional ClassDFALXwas added by dghidali12/19/2013Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by dghidali12/19/2013Remove
Fidelity Europe FundFIEUXwas added by dghidali12/19/2013Remove
Fidelity Pacific Basin FundFPBFXwas added by dghidali12/19/2013Remove
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas added by dghidali12/19/2013Remove
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXwas added by dghidali12/19/2013Remove
American Funds New World Fund Class R-6RNWGXwas added by dghidali12/19/2013Remove
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXwas added by dghidali12/19/2013Remove
Fidelity Real Estate Investment PortfolioFRESXwas added by dghidali12/19/2013Remove
Fidelity Real Estate Income FundFRIFXwas added by dghidali12/19/2013Remove
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXwas added by dghidali12/19/2013Remove
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas added by dghidali12/19/2013Remove
Vanguard Explorer Fund Admiral SharesVEXRXwas added by dghidali12/19/2013Remove
Fidelity Stock Selector Small Cap FundFDSCXwas added by dghidali12/19/2013Remove
Fidelity Small Cap Discovery FundFSCRXwas added by dghidali12/19/2013Remove
American Funds SMALLCAP World Fund Class R-6RLLGXwas added by dghidali12/19/2013Remove
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by dghidali12/19/2013Remove
Fidelity Small Cap Stock FundFSLCXwas added by dghidali12/19/2013Remove
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by dghidali12/19/2013Remove
Vanguard Selected Value Fund Investor SharesVASVXwas added by dghidali12/19/2013Remove
Fidelity Value Fund Class KFVLKXwas added by dghidali12/19/2013Remove
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXwas added by dghidali12/19/2013Remove
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXwas added by dghidali12/19/2013Remove
Fidelity Mid-Cap Stock Fund Class KFKMCXwas added by dghidali12/19/2013Remove
Vanguard Strategic Equity Fund Investor SharesVSEQXwas added by dghidali12/19/2013Remove
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXwas added by dghidali12/19/2013Remove
Fidelity Advisor Value Strategies Fund Class KFVSKXwas added by dghidali12/19/2013Remove
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by dghidali12/19/2013Remove
Fidelity Leveraged Company Stock Fund Class KFLCKXwas added by dghidali12/19/2013Remove
Vanguard Windsor Fund Admiral SharesVWNEXwas added by dghidali12/19/2013Remove
Vanguard Windsor II Fund Admiral SharesVWNAXwas added by dghidali12/19/2013Remove
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by dghidali12/19/2013Remove
Fidelity Equity-Income Fund Class KFEIKXwas added by dghidali12/19/2013Remove
Dodge & Cox Stock FundDODGXwas added by dghidali12/19/2013Remove
American Funds Washington Mutual Investors Fund Class R-6RWMGXwas added by dghidali12/19/2013Remove
American Funds American Mutual Fund Class R-6RMFGXwas added by dghidali12/19/2013Remove
Vanguard PRIMECAP Core Fund Investor SharesVPCCXwas added by dghidali12/19/2013Remove
Vanguard Morgan Growth Fund Admiral SharesVMRAXwas added by dghidali12/19/2013Remove
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas added by dghidali12/19/2013
Fidelity Trend FundFTRNXwas added by dghidali12/19/2013Remove
Fidelity OTC Portfolio Class KFOCKXwas added by dghidali12/19/2013Remove
Fidelity Large Cap Stock FundFLCSXwas added by dghidali12/19/2013Remove
Fidelity Independence Fund Class KFDFKXwas added by dghidali12/19/2013Remove
Fidelity Growth Discovery Fund Class KFGDKXwas added by dghidali12/18/2013Remove
Fidelity Growth Company Fund Class KFGCKXwas added by dghidali12/18/2013Remove
Fidelity Fifty FundFFTYXwas added by dghidali12/18/2013Remove
Fidelity Export and Multinational Fund Class KFEXKXwas added by dghidali12/18/2013Remove
Fidelity Contrafund Fund Class KFCNKXwas added by dghidali12/18/2013Remove
Fidelity Capital Appreciation Fund Class KFCAKXwas added by dghidali12/18/2013Remove
Fidelity Blue Chip Growth Fund Class KFBGKXwas added by dghidali12/18/2013Remove
American Funds The New Economy Fund Class R-6RNGGXwas added by dghidali12/18/2013Remove
American Funds The Growth Fund of America Class R-6RGAGXwas added by dghidali12/18/2013Remove
American Funds AMCAP Fund Class R-6RAFGXwas added by dghidali12/18/2013Remove
Vanguard Growth and Income Fund Admiral SharesVGIAXwas added by dghidali12/18/2013Remove
Vanguard Dividend Growth Fund Investor SharesVDIGXwas added by dghidali12/18/2013Remove
PIMCO StocksPLUS Fund Institutional ClassPSTKXwas added by dghidali12/18/2013Remove
Fidelity Fund Class KFFDKXwas added by dghidali12/18/2013Remove
Fidelity Dividend Growth Fund Class KFDGKXwas added by dghidali12/18/2013Remove
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXwas added by dghidali12/18/2013Remove
American Funds Investment Company of America Class R-6RICGXwas added by dghidali12/18/2013Remove
American Funds Fundamental Investors Class R-6RFNGXwas added by dghidali12/18/2013Remove
Columbia Bond Fund Class YCBFYXwas removed by Deleted User10/7/2013
US Cash / Money MarketUSCASHwas added by manniw1/5/2012Remove
Fidelity Mega Cap Stock FundFGRTXwas added by manniw1/5/2012
Vanguard Energy ETFVDEwas added by manniw1/5/2012
Vanguard Growth and Income Fund Investor SharesVQNPXwas added by manniw1/5/2012
Columbia Bond Fund Class YCBFYXwas added by manniw1/5/2012
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Plan Transactions

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