2/15/2012 3:13:44 PM
This plan is up to date as of 2/15/12 but we are using a different class of shares as proxies for all the LifePath funds. User returns may be slightly better than displayed on our site.
9/2/2012 11:23:33 PM
What is a lifepath fund?
9/17/2012 10:57:14 AM
The plan is updated as of 9/17/12 - removing GSHIX, FBALX, VITSX, VSCIX, VEXRX, TAREX. Adding NHILX, VEMPX, WFDSX, VTPSX, PTTRX, IRGIX
9/17/2012 11:05:58 AM
Also removed VIDMX...Plan is good to go!
1/22/2013 10:22:14 AM
Plan is up to date as of 1/22/13.
4/16/2013 11:29:34 AM
Added NVSAX as a proxy for Wells Fargo Stable Return Class C. Fund is up to date as of 4/16/13.
7/14/2013 2:35:37 PM
Plan is up to date as of 7/14/2013, however the Lifepath funds used as proxies on Kivalia all have sufficiently higher fees than those in the plan. May update w/ proxies in the future.
1/7/2014 12:41:02 PM
Plan is up to date as of 1/7/2014. Lifepath funds in the plan have been proxied by higher cost BlackRock funds.
7/11/2014 12:03:57 PM
Updated ING Clarion Global Real Estate fund (proxied by mutual fund alternative).
10/12/2014 3:46:32 PM
Plan is exactly correct as represented on Kivalia as of today.
1/18/2016 10:42:29 AM
Plan is missing only Lifepath Index 2060 in the lineup. All other assets reflected appropriately.
4/19/2016 12:30:58 PM
Plan is mission only Lifepath Index 2060.
10/10/2016 2:03:48 PM
10/10/16 - Plan is missing Lifepath Index 2060 at this time.
1/18/2021 10:59:56 AM
Plan is correct as of today - 1/18/2021.