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401k, 403b plan

IBM 401(k) Plus Plan

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Plan was created by manniw on 1/5/2012.
Number of Followers: 53


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
Add all other key funds from window

comment plan brian 6/19/2019 10:35:58 PM
Using Vanguard funds as proxies for most "Core" fund options. Core fund options in gray, "Plus Plan" funds in blue. Missing 2010 target date fund, PIMCO Total Return ESG, PIMCO Low Duration ESG, American Funds New Economy, Vanguard Global Minimum Volatility funds.

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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 Global Equity Fund Investor SharesVHGEXwas added by brian6/19/2019Remove
Dodge & Cox Global Stock FundDODWXwas added by brian6/19/2019Remove
American Funds SMALLCAP World Fund Class ASMCWXwas added by brian6/19/2019Remove
American Funds New Perspective Fund Class AANWPXwas added by brian6/19/2019Remove
American Funds Capital World Growth and Income Fund Class ACWGIXwas added by brian6/19/2019Remove
Fidelity Emerging Asia FundFSEAXwas added by brian6/19/2019Remove
Fidelity Canada FundFICDXwas added by brian6/19/2019Remove
Fidelity Latin America FundFLATXwas added by brian6/19/2019Remove
Fidelity Japan FundFJPNXwas added by brian6/19/2019Remove
Fidelity International Real Estate FundFIREXwas added by brian6/19/2019Remove
DFA Global Real Estate Securities PortfolioDFGEXwas added by brian6/19/2019Remove
DFA International Small Cap Value Portfolio Institutional ClassDISVXwas added by brian6/19/2019Remove
Vanguard International Explorer Fund Investor SharesVINEXwas added by brian6/19/2019Remove
Fidelity International Small Cap FundFISMXwas added by brian6/19/2019Remove
DFA International Small Company Portfolio Institutional ClassDFISXwas added by brian6/19/2019Remove
DFA International Value Portfolio Institutional ClassDFIVXwas added by brian6/19/2019Remove
Vanguard International Growth Fund Admiral SharesVWILXwas added by brian6/19/2019Remove
Fidelity Overseas FundFOSFXwas added by brian6/19/2019Remove
Fidelity International Discovery FundFIGRXwas added by brian6/19/2019Remove
Fidelity Diversified International FundFDIVXwas added by brian6/19/2019Remove
American Funds EuroPacific Growth Fund Class AAEPGXwas added by brian6/19/2019Remove
DFA Large Cap International Portfolio Institutional ClassDFALXwas added by brian6/19/2019Remove
American Funds International Growth and Income Fund Class AIGAAXwas added by brian6/19/2019Remove
Fidelity Europe FundFIEUXwas added by brian6/19/2019Remove
Fidelity Pacific Basin FundFPBFXwas added by brian6/19/2019Remove
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXwas added by brian6/19/2019Remove
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas added by brian6/19/2019Remove
American Funds New World Fund Class ANEWFXwas added by brian6/19/2019Remove
Fidelity China Region FundFHKCXwas added by brian6/19/2019Remove
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXwas added by brian6/19/2019Remove
Fidelity Real Estate Investment PortfolioFRESXwas added by brian6/19/2019Remove
Fidelity Real Estate Income FundFRIFXwas added by brian6/19/2019Remove
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXwas added by brian6/19/2019Remove
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas added by brian6/19/2019Remove
Vanguard Explorer Fund Admiral SharesVEXRXwas added by brian6/19/2019Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by brian6/19/2019Remove
Fidelity Stock Selector Small Cap FundFDSCXwas added by brian6/19/2019Remove
Fidelity Small Cap Stock FundFSLCXwas added by brian6/19/2019Remove
Fidelity Small Cap Discovery FundFSCRXwas added by brian6/19/2019Remove
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by brian6/19/2019Remove
Vanguard Selected Value Fund Investor SharesVASVXwas added by brian6/19/2019Remove
Fidelity Value FundFDVLXwas added by brian6/19/2019Remove
Fidelity Low-Priced Stock FundFLPSXwas added by brian6/19/2019Remove
Fidelity Leveraged Company Stock FundFLVCXwas added by brian6/19/2019Remove
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXwas added by brian6/19/2019Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas added by brian6/19/2019Remove
Fidelity Mid-Cap Stock FundFMCSXwas added by brian6/19/2019Remove
Vanguard Strategic Equity Fund Investor SharesVSEQXwas added by brian6/19/2019Remove
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by brian6/19/2019Remove
Vanguard Windsor II Fund Admiral SharesVWNAXwas added by brian6/19/2019Remove
Vanguard Windsor Fund Admiral SharesVWNEXwas added by brian6/19/2019Remove
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by brian6/19/2019Remove
Fidelity Equity-Income FundFEQIXwas added by brian6/19/2019Remove
Fidelity Advisor Value Strategies Fund Class IFASOXwas added by brian6/19/2019Remove
Dodge & Cox Stock FundDODGXwas added by brian6/19/2019Remove
American Funds Washington Mutual Investors Fund Class AAWSHXwas added by brian6/19/2019Remove
American Funds American Mutual Fund Class AAMRMXwas added by brian6/19/2019Remove
Vanguard PRIMECAP Core Fund Investor SharesVPCCXwas added by brian6/19/2019Remove
Vanguard Morgan Growth Fund Admiral SharesVMRAXwas added by brian6/19/2019Remove
Fidelity Trend FundFTRNXwas added by brian6/19/2019Remove
Fidelity OTC PortfolioFOCPXwas added by brian6/19/2019Remove
Fidelity Independence FundFDFFXwas added by brian6/19/2019Remove
Fidelity Growth Discovery FundFDSVXwas added by brian6/19/2019Remove
Fidelity Growth CompanyFDGRXwas added by brian6/19/2019Remove
Fidelity Focused Stock FundFTQGXwas added by brian6/19/2019Remove
Fidelity Export and Multinational FundFEXPXwas added by brian6/19/2019Remove
Fidelity Contrafund FundFCNTXwas added by brian6/19/2019Remove
Fidelity Capital Appreciation FundFDCAXwas added by brian6/19/2019Remove
Fidelity Blue Chip Growth FundFBGRXwas added by brian6/19/2019Remove
Fidelity FundFFIDXwas added by brian6/19/2019Remove
American Funds The Growth Fund of America Class AAGTHXwas added by brian6/19/2019Remove
American Funds AMCAP Fund Class AAMCPXwas added by brian6/19/2019Remove
Vanguard Growth and Income Fund Admiral SharesVGIAXwas added by brian6/19/2019Remove
Vanguard FTSE Social Index Fund Institutional SharesVFTNXwas added by brian6/19/2019Remove
Vanguard Dividend Growth Fund Investor SharesVDIGXwas added by brian6/19/2019Remove
PIMCO StocksPLUS Fund Administrative ClassPPLAXwas added by brian6/19/2019Remove
Fidelity Large Cap Stock FundFLCSXwas added by brian6/19/2019Remove
Fidelity Dividend Growth FundFDGFXwas added by brian6/19/2019Remove
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXwas added by brian6/19/2019Remove
American Funds Investment Company of America Class AAIVSXwas added by brian6/19/2019Remove
American Funds Fundamental Investors Class AANCFXwas added by brian6/19/2019Remove
Fidelity Global Balanced FundFGBLXwas added by brian6/19/2019Remove
PIMCO All Asset All Authority Fund Institutional ClassPAUIXwas added by brian6/19/2019Remove
PIMCO All Asset Fund Administrative ClassPAALXwas added by brian6/19/2019Remove
Vanguard Wellington Fund Admiral SharesVWENXwas added by brian6/19/2019Remove
Vanguard Star Fund Investor SharesVGSTXwas added by brian6/19/2019Remove
Fidelity Balanced FundFBALXwas added by brian6/19/2019Remove
Dodge & Cox Balanced FundDODBXwas added by brian6/19/2019Remove
American Funds Balanced Portfolio Class ABLPAXwas added by brian6/19/2019Remove
Vanguard Convertible Securities Fund Investor SharesVCVSXwas added by brian6/19/2019Remove
Fidelity Convertible Securities FundFCVSXwas added by brian6/19/2019Remove
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas added by brian6/19/2019Remove
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative ClassPGDAXwas added by brian6/19/2019Remove
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXwas added by brian6/19/2019Remove
PIMCO Foreign Bond (Unhedged) Fund Administrative ClassPFUUXwas added by brian6/19/2019Remove
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative ClassPFRAXwas added by brian6/19/2019Remove
American Funds Capital World Bond Fund Class ACWBFXwas added by brian6/19/2019Remove
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas added by brian6/19/2019Remove
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXwas added by brian6/19/2019Remove
PIMCO Low Duration Fund Administrative ClassPLDAXwas added by brian6/19/2019Remove
Fidelity Short-Term Bond FundFSHBXwas added by brian6/19/2019Remove
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXwas added by brian6/19/2019Remove
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas added by brian6/19/2019Remove
Fidelity Limited Term Government FundFFXSXwas added by brian6/19/2019Remove
PIMCO Unconstrained Bond Fund Administrative ClassPUBFXwas added by brian6/19/2019Remove
PIMCO Diversified Income Fund Administrative ClassPDAAXwas added by brian6/19/2019Remove
Fidelity Strategic Income FundFSICXwas added by brian6/19/2019Remove
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXwas added by brian6/19/2019Remove
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXwas added by brian6/19/2019Remove
PIMCO Long-Term U.S. Government Fund Administrative ClassPLGBXwas added by brian6/19/2019Remove
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXwas added by brian6/19/2019Remove
PIMCO Total Return Fund Administrative ClassPTRAXwas added by brian6/19/2019Remove
PIMCO Mortgage-Backed Securities Fund Administrative ClassPMTAXwas added by brian6/19/2019Remove
PIMCO Moderate Duration Fund Institutional ClassPMDRXwas added by brian6/19/2019Remove
Fidelity Total Bond FundFTBFXwas added by brian6/19/2019Remove
Fidelity Intermediate Bond FundFTHRXwas added by brian6/19/2019Remove
Dodge & Cox Income FundDODIXwas added by brian6/19/2019Remove
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXwas added by brian6/19/2019Remove
Vanguard GNMA Fund Admiral SharesVFIJXwas added by brian6/19/2019Remove
PIMCO GNMA Fund Institutional ClassPDMIXwas added by brian6/19/2019Remove
Fidelity Intermediate Government Income FundFSTGXwas added by brian6/19/2019Remove
Fidelity Government Income FundFGOVXwas added by brian6/19/2019Remove
Fidelity GNMA FundFGMNXwas added by brian6/19/2019Remove
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas added by brian6/19/2019Remove
PIMCO Real Return Asset Fund Institutional ClassPRAIXwas added by brian6/19/2019Remove
PIMCO Real Return Fund Administrative ClassPARRXwas added by brian6/19/2019Remove
Fidelity Inflation-Protected Bond Index Fund Institutional ClassFIPBXwas added by brian6/19/2019Remove
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXwas added by brian6/19/2019Remove
PIMCO High Yield Fund Administrative ClassPHYAXwas added by brian6/19/2019Remove
Fidelity High Income FundSPHIXwas added by brian6/19/2019Remove
Fidelity Capital & Income FundFAGIXwas added by brian6/19/2019Remove
PIMCO Emerging Markets Bond Fund Administrative ClassPEBAXwas added by brian6/19/2019Remove
PIMCO Emerging Local Bond Fund Administrative ClassPEBLXwas added by brian6/19/2019Remove
Fidelity New Markets Income FundFNMIXwas added by brian6/19/2019Remove
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXwas added by brian6/19/2019Remove
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXwas added by brian6/19/2019Remove
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXwas added by brian6/19/2019Remove
Fidelity Floating Rate High Income FundFFRHXwas added by brian6/19/2019Remove
Fidelity Freedom 2055 Fund Class KFNSDXwas added by brian6/19/2019Remove
Fidelity Freedom 2050 Fund Class KFNSBXwas added by brian6/19/2019Remove
Fidelity Freedom 2045 Fund Class KFSNZXwas added by brian6/19/2019Remove
Fidelity Freedom 2040 Fund Class KFSNVXwas added by brian6/19/2019Remove
Fidelity Freedom 2035 Fund Class KFSNUXwas added by brian6/19/2019Remove
Fidelity Freedom 2030 Fund Class KFSNQXwas added by brian6/19/2019Remove
European Stock Indexwas added by brian6/19/2019Remove
Vanguard FTSE Social Index Fund Institutional SharesVFTNXwas removed by brian6/19/2019Remove
Vanguard Morgan Growth Fund Admiral SharesVMRAXwas removed by brian6/19/2019Remove
Vanguard PRIMECAP Core Fund Investor SharesVPCCXwas removed by brian6/19/2019Remove
American Funds Fundamental Investors Class R-6RFNGXwas removed by brian6/19/2019
American Funds Investment Company of America Class R-6RICGXwas removed by brian6/19/2019
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXwas removed by brian6/19/2019Remove
Fidelity Dividend Growth Fund Class KFDGKXwas removed by brian6/19/2019
Fidelity Fund Class KFFDKXwas removed by brian6/19/2019
PIMCO StocksPLUS Fund Institutional ClassPSTKXwas removed by brian6/19/2019
Vanguard Dividend Growth Fund Investor SharesVDIGXwas removed by brian6/19/2019Remove
Vanguard Growth and Income Fund Admiral SharesVGIAXwas removed by brian6/19/2019Remove
American Funds AMCAP Fund Class R-6RAFGXwas removed by brian6/19/2019
American Funds The Growth Fund of America Class R-6RGAGXwas removed by brian6/19/2019
American Funds The New Economy Fund Class R-6RNGGXwas removed by brian6/19/2019
Fidelity Blue Chip Growth Fund Class KFBGKXwas removed by brian6/19/2019
Fidelity Capital Appreciation Fund Class KFCAKXwas removed by brian6/19/2019
Fidelity Contrafund Fund Class KFCNKXwas removed by brian6/19/2019
Fidelity Export and Multinational Fund Class KFEXKXwas removed by brian6/19/2019
Fidelity Fifty FundFFTYXwas removed by brian6/19/2019
Fidelity Growth Company Fund Class KFGCKXwas removed by brian6/19/2019
Fidelity Growth Discovery Fund Class KFGDKXwas removed by brian6/19/2019
Fidelity Independence Fund Class KFDFKXwas removed by brian6/19/2019
Fidelity Large Cap Stock FundFLCSXwas removed by brian6/19/2019Remove
Fidelity OTC Portfolio Class KFOCKXwas removed by brian6/19/2019
Fidelity Trend FundFTRNXwas removed by brian6/19/2019Remove
American Funds American Mutual Fund Class R-6RMFGXwas removed by brian6/19/2019
American Funds Washington Mutual Investors Fund Class R-6RWMGXwas removed by brian6/19/2019
Dodge & Cox Stock FundDODGXwas removed by brian6/19/2019Remove
Fidelity Equity-Income Fund Class KFEIKXwas removed by brian6/19/2019
Vanguard Equity-Income Fund Admiral SharesVEIRXwas removed by brian6/19/2019Remove
Vanguard Windsor II Fund Admiral SharesVWNAXwas removed by brian6/19/2019Remove
Vanguard Windsor Fund Admiral SharesVWNEXwas removed by brian6/19/2019Remove
Fidelity Leveraged Company Stock Fund Class KFLCKXwas removed by brian6/19/2019
Fidelity Low-Priced Stock Fund Class KFLPKXwas removed by brian6/19/2019
Fidelity Advisor Value Strategies Fund Class KFVSKXwas removed by brian6/19/2019
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXwas removed by brian6/19/2019
Vanguard Strategic Equity Fund Investor SharesVSEQXwas removed by brian6/19/2019Remove
Fidelity Mid-Cap Stock Fund Class KFKMCXwas removed by brian6/19/2019
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXwas removed by brian6/19/2019
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXwas removed by brian6/19/2019Remove
Fidelity Value Fund Class KFVLKXwas removed by brian6/19/2019
Vanguard Selected Value Fund Investor SharesVASVXwas removed by brian6/19/2019Remove
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas removed by brian6/19/2019Remove
Fidelity Small Cap Stock FundFSLCXwas removed by brian6/19/2019Remove
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas removed by brian6/19/2019
American Funds SMALLCAP World Fund Class R-6RLLGXwas removed by brian6/19/2019
Fidelity Small Cap Discovery FundFSCRXwas removed by brian6/19/2019Remove
Fidelity Stock Selector Small Cap FundFDSCXwas removed by brian6/19/2019Remove
Vanguard Explorer Fund Admiral SharesVEXRXwas removed by brian6/19/2019Remove
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas removed by brian6/19/2019Remove
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXwas removed by brian6/19/2019
Fidelity Real Estate Income FundFRIFXwas removed by brian6/19/2019Remove
Fidelity Real Estate Investment PortfolioFRESXwas removed by brian6/19/2019Remove
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXwas removed by brian6/19/2019Remove
American Funds New World Fund Class R-6RNWGXwas removed by brian6/19/2019
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXwas removed by brian6/19/2019Remove
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas removed by brian6/19/2019Remove
Fidelity Pacific Basin FundFPBFXwas removed by brian6/19/2019Remove
Fidelity Europe FundFIEUXwas removed by brian6/19/2019Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas removed by brian6/19/2019
DFA Large Cap International Portfolio Institutional ClassDFALXwas removed by brian6/19/2019Remove
Fidelity Canada FundFICDXwas removed by brian6/19/2019Remove
Fidelity International Discovery Fund Class KFIDKXwas removed by brian6/19/2019
Fidelity Overseas Fund Class KFOSKXwas removed by brian6/19/2019
Vanguard International Growth Fund Admiral SharesVWILXwas removed by brian6/19/2019Remove
Vanguard International Value Fund Investor SharesVTRIXwas removed by brian6/19/2019
Fidelity Diversified International Fund Class KFDIKXwas removed by brian6/19/2019
DFA International Value Portfolio Institutional ClassDFIVXwas removed by brian6/19/2019Remove
Dodge & Cox International Stock FundDODFXwas removed by brian6/19/2019
Fidelity International Small Cap FundFISMXwas removed by brian6/19/2019Remove
Vanguard International Explorer Fund Investor SharesVINEXwas removed by brian6/19/2019Remove
DFA International Small Company Portfolio Institutional ClassDFISXwas removed by brian6/19/2019Remove
DFA International Vector Equity Portfolio Institutional ClassDFVQXwas removed by brian6/19/2019
DFA Global Real Estate Securities PortfolioDFGEXwas removed by brian6/19/2019Remove
Fidelity International Real Estate FundFIREXwas removed by brian6/19/2019Remove
Fidelity Japan FundFJPNXwas removed by brian6/19/2019Remove
Fidelity Latin America FundFLATXwas removed by brian6/19/2019Remove
Fidelity China Region FundFHKCXwas removed by brian6/19/2019Remove
American Funds Capital World Growth and Income Fund Class R-6RWIGXwas removed by brian6/19/2019
American Funds International Growth and Income Fund Class R-6RIGGXwas removed by brian6/19/2019
European Stock Indexwas removed by brian6/19/2019Remove
American Funds New Perspective Fund Class R-6RNPGXwas removed by brian6/19/2019
Dodge & Cox Global Stock FundDODWXwas removed by brian6/19/2019Remove
Vanguard Global Equity Fund Investor SharesVHGEXwas removed by brian6/19/2019Remove
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas removed by brian6/19/2019Remove
Fidelity Convertible Securities FundFCVSXwas removed by brian6/19/2019Remove
American Funds American Balanced Fund Class R-6RLBGXwas removed by brian6/19/2019
Dodge & Cox Balanced FundDODBXwas removed by brian6/19/2019Remove
Fidelity Balanced Fund Class KFBAKXwas removed by brian6/19/2019
PIMCO All Asset All Authority Fund Institutional ClassPAUIXwas removed by brian6/19/2019Remove
PIMCO All Asset Fund Institutional ClassPAAIXwas removed by brian6/19/2019
Vanguard Star Fund Investor SharesVGSTXwas removed by brian6/19/2019Remove
Vanguard Wellington Fund Admiral SharesVWENXwas removed by brian6/19/2019Remove
Fidelity Global Balanced FundFGBLXwas removed by brian6/19/2019Remove
Income Plus Fundwas added by brian6/19/2019Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas removed by brian6/19/2019
Income Plus Fundwas removed by brian6/19/2019Remove
Fidelity New Markets Income FundFNMIXwas removed by brian6/19/2019Remove
PIMCO Emerging Local Bond Fund Institutional ClassPELBXwas removed by brian6/19/2019
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXwas removed by brian6/19/2019
Fidelity Capital & Income FundFAGIXwas removed by brian6/19/2019Remove
Fidelity Floating Rate High Income FundFFRHXwas removed by brian6/19/2019Remove
Fidelity High Income FundSPHIXwas removed by brian6/19/2019Remove
PIMCO High Yield Fund Institutional ClassPHIYXwas removed by brian6/19/2019
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXwas removed by brian6/19/2019Remove
Fidelity GNMA FundFGMNXwas removed by brian6/19/2019Remove
Fidelity Intermediate Government Income FundFSTGXwas removed by brian6/19/2019Remove
PIMCO GNMA Fund Institutional ClassPDMIXwas removed by brian6/19/2019Remove
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXwas removed by brian6/19/2019
Vanguard GNMA Fund Admiral SharesVFIJXwas removed by brian6/19/2019Remove
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXwas removed by brian6/19/2019
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXwas removed by brian6/19/2019Remove
Dodge & Cox Income FundDODIXwas removed by brian6/19/2019Remove
Fidelity Intermediate Bond FundFTHRXwas removed by brian6/19/2019Remove
Fidelity Total Bond FundFTBFXwas removed by brian6/19/2019Remove
Fidelity Government Income FundFGOVXwas removed by brian6/19/2019Remove
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXwas removed by brian6/19/2019Remove
PIMCO Moderate Duration Fund Institutional ClassPMDRXwas removed by brian6/19/2019Remove
PIMCO Total Return III Fund Institutional ClassPTSAXwas removed by brian6/19/2019
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by brian6/19/2019
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXwas removed by brian6/19/2019
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXwas removed by brian6/19/2019Remove
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXwas removed by brian6/19/2019
PIMCO Real Return Fund Institutional ClassPRRIXwas removed by brian6/19/2019
PIMCO Real Return Asset Fund Institutional ClassPRAIXwas removed by brian6/19/2019Remove
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXwas removed by brian6/19/2019Remove
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXwas removed by brian6/19/2019Remove
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXwas removed by brian6/19/2019Remove
Fidelity Strategic Income FundFSICXwas removed by brian6/19/2019Remove
PIMCO Diversified Income Fund Institutional ClassPDIIXwas removed by brian6/19/2019
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXwas removed by brian6/19/2019
Fidelity Limited Term Government FundFFXSXwas removed by brian6/19/2019Remove
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas removed by brian6/19/2019Remove
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXwas removed by brian6/19/2019Remove
Fidelity Short-Term Bond FundFSHBXwas removed by brian6/19/2019Remove
PIMCO Low Duration III Fund Institutional ClassPLDIXwas removed by brian6/19/2019
PIMCO Low Duration Fund Institutional ClassPTLDXwas removed by brian6/19/2019
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXwas removed by brian6/19/2019
American Funds Capital World Bond Fund Class R-6RCWGXwas removed by brian6/19/2019
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXwas removed by brian6/19/2019
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXwas removed by brian6/19/2019
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXwas removed by brian6/19/2019
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXwas removed by brian6/19/2019
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXwas removed by brian6/19/2019
European Stock Indexwas added by brian6/19/2019Remove
Pacific Stock Indexwas added by brian6/19/2019Remove
International Stock Market Indexwas added by brian6/19/2019Remove
Emerging Market Stock Indexwas added by brian6/19/2019Remove
Inflation Protected Bondwas added by brian6/19/2019Remove
Interest Income Fundwas added by brian6/19/2019Remove
Interest Income Fundwas removed by brian6/19/2019Remove
International Business Machines Corp.IBMwas added by brian6/19/2019Remove
International Real Estate Indexwas added by brian6/19/2019Remove
Long-Term Corporate Bondwas added by brian6/19/2019Remove
High Yield & Emerging Market Bondwas added by brian6/19/2019Remove
Total Bond Marketwas added by brian6/19/2019Remove
Aggressive Portfoliowas added by brian6/19/2019Remove
Moderate Portfoliowas added by brian6/19/2019Remove
Conservative Portfoliowas added by brian6/19/2019Remove
Target Retirement 2055was added by brian6/19/2019Remove
Target Retirement 2050was added by brian6/19/2019Remove
Target Retirement 2045was added by brian6/19/2019Remove
Target Retirement 2040was added by brian6/19/2019Remove
Target Retirement 2035was added by brian6/19/2019Remove
Target Retirement 2030was added by brian6/19/2019Remove
Target Retirement 2025was added by brian6/19/2019Remove
Target Retirement 2020was added by brian6/19/2019Remove
Target Retirement 2015was added by brian6/19/2019Remove
Income Plus Fundwas added by brian6/19/2019Remove
Income Plus Fundwas removed by brian6/19/2019Remove
Total Stock Market Indexwas added by brian6/19/2019Remove
Large Company Indexwas added by brian6/19/2019Remove
Small-Cap Value Indexwas added by brian6/19/2019Remove
Small-Cap Growth Indexwas added by brian6/19/2019Remove
Large-Cap Value Indexwas added by brian6/19/2019Remove
Large-Cap Growth Indexwas added by brian6/19/2019Remove
Small/Mid-Cap Indexwas added by brian6/19/2019Remove
Global REIT Stock Indexwas added by brian6/19/2019Remove
Global REIT Stock Indexwas removed by brian6/19/2019Remove
Global REIT Stock Indexwas added by brian6/19/2019Remove
REIT Indexwas added by brian6/19/2019Remove
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 User4/9/2014
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas removed by Deleted User4/9/2014Remove
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 dghidali12/19/2013
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXwas added by dghidali12/19/2013
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXwas added by dghidali12/19/2013
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXwas added by dghidali12/19/2013
American Funds Capital World Bond Fund Class R-6RCWGXwas added by dghidali12/19/2013
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas added by dghidali12/19/2013Remove
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXwas added by dghidali12/19/2013
PIMCO Low Duration Fund Institutional ClassPTLDXwas added by dghidali12/19/2013
PIMCO Low Duration III Fund Institutional ClassPLDIXwas added by dghidali12/19/2013
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 dghidali12/19/2013
PIMCO Diversified Income Fund Institutional ClassPDIIXwas added by dghidali12/19/2013
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 dghidali12/19/2013
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXwas added by dghidali12/19/2013
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXwas added by dghidali12/19/2013Remove
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXwas added by dghidali12/19/2013
PIMCO Total Return Fund Institutional ClassPTTRXwas added by dghidali12/19/2013
PIMCO Total Return III Fund Institutional ClassPTSAXwas added by dghidali12/19/2013
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 dghidali12/19/2013
Vanguard GNMA Fund Admiral SharesVFIJXwas added by dghidali12/19/2013Remove
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXwas added by dghidali12/19/2013
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 dghidali12/19/2013
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 dghidali12/19/2013
PIMCO Emerging Local Bond Fund Institutional ClassPELBXwas added by dghidali12/19/2013
Fidelity New Markets Income FundFNMIXwas added by dghidali12/19/2013Remove
Fidelity Freedom K 2025 FundFKTWXwas added by dghidali12/19/2013
Fidelity Freedom K 2020 FundFFKDXwas added by dghidali12/19/2013
Fidelity Freedom K 2015 FundFKVFXwas added by dghidali12/19/2013
Income Plus Fundwas added by dghidali12/19/2013Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by dghidali12/19/2013
Fidelity Freedom K Income FundFFKAXwas added by dghidali12/19/2013
Fidelity Freedom K 2010 FundFFKCXwas added by dghidali12/19/2013
Fidelity Freedom K 2005 FundFFKVXwas added by dghidali12/19/2013
Fidelity Freedom K 2000FFKBXwas added by dghidali12/19/2013
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 dghidali12/19/2013
PIMCO All Asset All Authority Fund Institutional ClassPAUIXwas added by dghidali12/19/2013Remove
Fidelity Balanced Fund Class KFBAKXwas added by dghidali12/19/2013
Dodge & Cox Balanced FundDODBXwas added by dghidali12/19/2013Remove
American Funds American Balanced Fund Class R-6RLBGXwas added by dghidali12/19/2013
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 dghidali12/19/2013
American Funds International Growth and Income Fund Class R-6RIGGXwas added by dghidali12/19/2013
American Funds Capital World Growth and Income Fund Class R-6RWIGXwas added by dghidali12/19/2013
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 dghidali12/19/2013
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 dghidali12/19/2013
DFA International Value Portfolio Institutional ClassDFIVXwas added by dghidali12/19/2013Remove
Fidelity Diversified International Fund Class KFDIKXwas added by dghidali12/19/2013
Vanguard International Value Fund Investor SharesVTRIXwas added by dghidali12/19/2013
Vanguard International Growth Fund Admiral SharesVWILXwas added by dghidali12/19/2013Remove
Fidelity Overseas Fund Class KFOSKXwas added by dghidali12/19/2013
Fidelity International Discovery Fund Class KFIDKXwas added by dghidali12/19/2013
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 dghidali12/19/2013
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 dghidali12/19/2013
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 dghidali12/19/2013
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 dghidali12/19/2013
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by dghidali12/19/2013
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 dghidali12/19/2013
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXwas added by dghidali12/19/2013Remove
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXwas added by dghidali12/19/2013
Fidelity Mid-Cap Stock Fund Class KFKMCXwas added by dghidali12/19/2013
Vanguard Strategic Equity Fund Investor SharesVSEQXwas added by dghidali12/19/2013Remove
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXwas added by dghidali12/19/2013
Fidelity Advisor Value Strategies Fund Class KFVSKXwas added by dghidali12/19/2013
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by dghidali12/19/2013
Fidelity Leveraged Company Stock Fund Class KFLCKXwas added by dghidali12/19/2013
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 dghidali12/19/2013
Dodge & Cox Stock FundDODGXwas added by dghidali12/19/2013Remove
American Funds Washington Mutual Investors Fund Class R-6RWMGXwas added by dghidali12/19/2013
American Funds American Mutual Fund Class R-6RMFGXwas added by dghidali12/19/2013
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 dghidali12/19/2013
Fidelity Large Cap Stock FundFLCSXwas added by dghidali12/19/2013Remove
Fidelity Independence Fund Class KFDFKXwas added by dghidali12/19/2013
Fidelity Growth Discovery Fund Class KFGDKXwas added by dghidali12/18/2013
Fidelity Growth Company Fund Class KFGCKXwas added by dghidali12/18/2013
Fidelity Fifty FundFFTYXwas added by dghidali12/18/2013
Fidelity Export and Multinational Fund Class KFEXKXwas added by dghidali12/18/2013
Fidelity Contrafund Fund Class KFCNKXwas added by dghidali12/18/2013
Fidelity Capital Appreciation Fund Class KFCAKXwas added by dghidali12/18/2013
Fidelity Blue Chip Growth Fund Class KFBGKXwas added by dghidali12/18/2013
American Funds The New Economy Fund Class R-6RNGGXwas added by dghidali12/18/2013
American Funds The Growth Fund of America Class R-6RGAGXwas added by dghidali12/18/2013
American Funds AMCAP Fund Class R-6RAFGXwas added by dghidali12/18/2013
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 dghidali12/18/2013
Fidelity Fund Class KFFDKXwas added by dghidali12/18/2013
Fidelity Dividend Growth Fund Class KFDGKXwas added by dghidali12/18/2013
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 dghidali12/18/2013
American Funds Fundamental Investors Class R-6RFNGXwas added by dghidali12/18/2013
Columbia Bond Fund Class YCBFYXwas removed by Deleted User10/7/2013
Interest Income Fundwas 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

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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Following Plans

Following a plan allows you to:
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