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401k, 403b plan

Citigroup 401K Plan

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Plan was created by Hal on 8/16/2013.
Number of Followers: 74


COMMENTS plan comments help
comment plan brian 5/8/2021 12:24:54 PM
Changes as follows: Removed PRIDX, Legg Mason Bw Global Opportunities, Blackrock 2020 fund. Added MSCI ACI ESG Focus. Missing Schroder Collective Investment Trust. Otherwise plan is well modeled on the platform.

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Plan Comments

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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 
T. Rowe Price International Discovery FundPRIDXwas removed by brian5/8/2021
Legg Mason Bw Global Opportunitieswas removed by brian5/8/2021
BlackRock LifePath Index 2020 Fund Institutional SharesLIQIXwas removed by brian5/8/2021
Blackrock Msci Acwi Esg Focuswas added by brian5/8/2021Remove
Emerging Market Equity Fundwas removed by Deleted User4/24/2020
BlackRock Cash Funds: Treasurywas added by brian11/23/2019Remove
BlackRock Cash Funds: Treasurywas removed by brian11/23/2019
Blackrock US Debt Fundwas added by brian11/23/2019Remove
Blackrock US Debt Fundwas removed by brian11/23/2019Remove
BlackRock Cash Funds: Treasurywas removed by brian11/23/2019Remove
Small Cap US Equity Fundwas removed by brian11/23/2019
Large Cap US Equity Fundwas removed by brian11/23/2019
Blackrock High Yield Bond, Port-Kwas added by brian11/23/2019Remove
High Yield Bond Fundwas removed by brian11/23/2019
Blackrock US TIPS Fundwas added by brian11/23/2019Remove
Blackrock US Debt Fundwas added by brian11/23/2019Remove
Blackrock US Debt Fundwas removed by brian11/23/2019Remove
Blackrock US TIPS Fundwas removed by brian11/23/2019Remove
SSgA S&P 400 Mid Cap Fundwas removed by brian11/23/2019
Blackrock S&P 400 Index Fundwas added by brian11/23/2019Remove
SSgA S&P 500 Index Fund N ClassSVSPXwas removed by brian11/23/2019
Blackrock S&P 500 Index Fundwas added by brian11/23/2019Remove
Blackrock Russell 3000 Fundwas added by brian11/23/2019Remove
Blackrock Russell 3000 Fundwas removed by brian11/23/2019Remove
SSgA Russell 2000 Fundwas removed by brian11/23/2019
Blackrock Russell 2000 Fundwas added by brian11/23/2019Remove
Blackrock Roll Select Fundwas added by brian11/23/2019Remove
Bloomberg Roll Select Commodity Index Fundwas removed by brian11/23/2019
Blackrock Emerging Markets Fundwas added by brian11/23/2019Remove
Blackrock Emerging Markets Fundwas removed by brian11/23/2019Remove
Blackrock EAFE Equity Fundwas added by brian11/23/2019Remove
Blackrock EAFE Equity Fundwas removed by brian11/23/2019Remove
BlackRock Cash Funds: Treasurywas added by brian11/23/2019
BlackRock T Fundwas removed by brian11/23/2019
Legg Mason Bw Global Opportunitieswas added by brian11/23/2019
Legg Mason Bw Global Opportunitieswas removed by brian11/23/2019
Prudential High Yield Fundwas added by brian11/23/2019Remove
Dodge & Cox International Stock Fundwas added by brian11/23/2019Remove
Dodge & Cox International Stock Fundwas removed by brian11/23/2019Remove
BlackRock LifePath Index 2060 Fund InstitutionalLIZIXwas added by brian11/23/2019Remove
AEW Capital Management REIT Fundwas removed by brian11/23/2019
Legg Mason Bw Global Opportunitieswas added by brian11/23/2019
Legg Mason Bw Global Opportunitieswas removed by brian11/23/2019
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas added by brian11/23/2019Remove
Emerging Market Equity Fundwas added by bmurphy11/3/2015
Dodge & Cox International Stock Fundwas added by bmurphy11/3/2015Remove
Small Cap US Equity Fundwas added by bmurphy11/3/2015
Large Cap US Equity Fundwas added by bmurphy11/3/2015
Emerging Market Bond Fundwas added by bmurphy11/3/2015Remove
Emerging Market Bond Fundwas removed by bmurphy11/3/2015
High Yield Bond Fundwas added by bmurphy11/3/2015
High Yield Bond Fundwas removed by bmurphy11/3/2015
Citigroup IncCwas added by bmurphy11/3/2015Remove
AEW Capital Management REIT Fundwas added by bmurphy11/3/2015
T. Rowe Price International Discovery FundPRIDXwas added by bmurphy11/3/2015
Emerging Market Bond Fundwas added by bmurphy11/3/2015
Legg Mason Bw Global Opportunitieswas added by bmurphy11/3/2015
High Yield Bond Fundwas added by bmurphy11/3/2015
BlackRock Cash Funds: Treasurywas added by bmurphy11/3/2015Remove
BlackRock T Fundwas added by bmurphy11/3/2015
Bloomberg Roll Select Commodity Index Fundwas added by bmurphy11/3/2015
Blackrock US TIPS Fundwas added by bmurphy11/3/2015Remove
Blackrock US Debt Fundwas added by bmurphy11/3/2015Remove
Blackrock Emerging Markets Fundwas added by bmurphy11/3/2015Remove
Blackrock EAFE Equity Fundwas added by bmurphy11/3/2015Remove
Blackrock Russell 3000 Fundwas added by bmurphy11/3/2015Remove
SSgA S&P 400 Mid Cap Fundwas added by bmurphy11/3/2015
SSgA Russell 2000 Fundwas added by bmurphy11/3/2015
SSgA S&P 500 Index Fund N ClassSVSPXwas added by bmurphy11/3/2015
T. Rowe Price International Discovery FundPRIDXwas removed by bmurphy11/3/2015
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXwas added by bmurphy11/3/2015Remove
BlackRock LifePath Index 2050 Fund Institutional SharesLIPIXwas added by bmurphy11/3/2015Remove
BlackRock LifePath Index 2045 Fund Institutional SharesLIHIXwas added by bmurphy11/3/2015Remove
BlackRock LifePath Index 2040 Fund Institutional SharesLIKIXwas added by bmurphy11/3/2015Remove
BlackRock LifePath Index 2035 Fund Institutional SharesLIJIXwas added by bmurphy11/3/2015Remove
BlackRock LifePath Index 2030 Fund Institutional SharesLINIXwas added by bmurphy11/3/2015Remove
BlackRock LifePath Index 2025 Fund Institutional SharesLIBIXwas added by bmurphy11/3/2015Remove
BlackRock LifePath Index 2020 Fund Institutional SharesLIQIXwas added by bmurphy11/3/2015
BlackRock LifePath Index Retirement Fund Institutional SharesLIRIXwas added by bmurphy11/3/2015Remove
BlackRock LifePath Index 2030 Fund Class K SharesLINKXwas removed by newopp110/10/2015
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXwas removed by newopp110/10/2015
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXwas removed by newopp110/10/2015
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXwas removed by newopp110/10/2015
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXwas removed by newopp110/10/2015
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXwas removed by newopp110/10/2015
SSgA S&P 500 Index Fund N ClassSVSPXwas removed by newopp110/10/2015
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas removed by newopp110/10/2015
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXwas removed by newopp110/10/2015
  was removed by newopp110/10/2015
Blackrock US TIPS Fundwas removed by newopp110/10/2015Remove
iShares Core MSCI Emerging Markets ETFIEMGwas removed by newopp110/10/2015
Blackrock EAFE Equity Fundwas removed by newopp110/10/2015Remove
Blackrock Russell 3000 Fundwas removed by newopp110/10/2015Remove
High Yield Bond Fundwas removed by newopp110/10/2015
SPDR S&P 400 Mid CapGrowth ETFMDYGwas removed by newopp110/10/2015
SSgA Russell 2000 Fundwas removed by newopp110/10/2015
BlackRock Liquidity Funds TempFund Institutional SharesTMPXXwas removed by newopp110/10/2015
Wilshire US REIT ETFWREIwas removed by newopp110/10/2015
Old Mutual Barrow Hanley Value InstlOIBHXwas removed by newopp110/10/2015
PIMCO Emerging Markets Full Spectrum Bond Fund Institutional ClassPFSIXwas removed by newopp110/10/2015
Dodge & Cox International Stock Fundwas removed by newopp110/10/2015Remove
Western Asset Institutional Liquid Reserves InstitutionalCILXXwas removed by newopp110/10/2015
Legg Mason BW Global Income Opptys FundBWGwas removed by newopp110/10/2015
Vanguard Wellington Fund Investor SharesVWELXwas removed by newopp110/10/2015
PIMCO All Asset All Authority Fund Institutional ClassPAUIXwas removed by newopp110/10/2015
Legg Mason BW Global Income Opptys FundBWGwas added by Hal8/16/2013
PIMCO Emerging Markets Full Spectrum Bond Fund Institutional ClassPFSIXwas added by Hal8/16/2013
Vanguard Wellington Fund Investor SharesVWELXwas added by Hal8/16/2013
Old Mutual Barrow Hanley Value InstlOIBHXwas added by Hal8/16/2013
Dodge & Cox International Stock Fundwas added by Hal8/16/2013Remove
T. Rowe Price International Discovery FundPRIDXwas added by Hal8/16/2013
PIMCO All Asset All Authority Fund Institutional ClassPAUIXwas added by Hal8/16/2013
Western Asset Institutional Liquid Reserves InstitutionalCILXXwas added by Hal8/16/2013
SSgA Russell 2000 Fundwas added by Hal8/16/2013
SPDR S&P 400 Mid CapGrowth ETFMDYGwas added by Hal8/16/2013
Blackrock Russell 3000 Fundwas added by Hal8/16/2013Remove
Blackrock EAFE Equity Fundwas added by Hal8/16/2013Remove
iShares Core MSCI Emerging Markets ETFIEMGwas added by Hal8/16/2013
Blackrock US TIPS Fundwas added by Hal8/16/2013Remove
  was added by Hal8/16/2013
Wilshire US REIT ETFWREIwas added by Hal8/16/2013
BlackRock Liquidity Funds TempFund Institutional SharesTMPXXwas added by Hal8/16/2013
High Yield Bond Fundwas added by Hal8/16/2013
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXwas added by Hal8/16/2013
BlackRock LifePath Index 2030 Fund Class K SharesLINKXwas added by Hal8/16/2013
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXwas added by Hal8/16/2013
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXwas added by Hal8/16/2013
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas added by Hal8/16/2013
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXwas added by Hal8/16/2013
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXwas added by Hal8/16/2013
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXwas added by Hal8/16/2013
SSgA S&P 500 Index Fund N ClassSVSPXwas added by Hal8/16/2013
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Plan Transactions

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