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Kpmg 401(K) Plan

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
DFA U.S. Sustainability Core 1 PortfolioDFSIXBU.S. All Cap15fund risk0.33%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXB--U.S. All Cap - Growth18fund risk0.34%
Vanguard Explorer Fund Admiral SharesVEXRXA--U.S. Small Cap - Growth19fund risk0.34%
Blackrock Extended Equity Market Fund Class KA--U.S. Small Cap - Growth20fund risk0.4%
Artisan Mid Cap Fund Investor ClassARTMXD-U.S. Mid Cap - Growth21fund risk1.22%
U.S. Equities - Value     
MFS Value Fund Class AMEIAXC++U.S. Mega Cap - Value14fund risk0.92%
Artisan Mid Cap Value Fund Investor ClassARTQXC++U.S. Mid Cap - Value18fund risk1.2%
Hotchkis & Wiley Small Cap Value Fund Class IHWSIXB++U.S. Small Cap - Value27fund risk0.99%
Specialty     
Morgan Stanley Institutional Fund, Inc. Global Real Estate Portfolio Class IMRLAXB++U.S. Real Estate18fund risk1.02%
Fidelity Real Estate IndexFSRNXC++U.S. Real Estate20fund risk0.07%
Global & Intl. Equity     
MFS International New Discovery Fund Class AMIDAXD++International Small Cap12fund risk1.39%
Blackrock MSCI ACWI ex-US Index Non-Lendable Fund - Cl MA-International Large Cap14fund risk0.35%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
Mrgn Stnly Instl Fd Shs -IS- Emerging Markets Portfolio FundMMMPXCEmerging Markets18fund risk0%
PIMCO All Asset Fund Class APASAXA++International Small Cap7fund risk0.57%
Bonds     
BlackRock FedFund Institutional CLCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXC-U.S. Treasury - Short / Intermediate1fund risk0%
PIMCO Income Fund Class APONAXA+Bond - Emerging Market2fund risk0.85%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC-U.S. Treasury - Short / Intermediate2fund risk0.1%
Dodge & Cox Income FundDODIXCBond - U.S. Corporate3fund risk0.43%
State Street 1-10 Year US Treasury Inflation Protected Securities (TIPS)B+U.S. Treasury - TIPS3fund risk0%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield3fund risk0.13%
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXC-Bond - Multi Sector3fund risk0.05%
MFS Emerging Markets Debt Fund Class AMEDAXB+Bond - Emerging Market4fund risk1.12%
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