IBM 401(k) Plus Plan

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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Star Fund Investor Shares	VGSTX	C	U.S. All Cap	10	0.34%
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares	VITFX	C	U.S. All Cap	11	0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares	VIRSX	C	U.S. All Cap	12	0%
Fidelity Freedom 2035 Fund Class K	FSNUX	B	U.S. All Cap	12	0%
Fidelity Puritan Fund	FPURX	C	U.S. Large Cap	12	0.57%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares	VITLX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares	VILVX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares	VIVLX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares	VTRLX	C	U.S. All Cap	13	0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund	VSXFX	C	U.S. All Cap	13	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	B	U.S. All Cap	13	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	B	U.S. All Cap	13	0%
Fidelity Freedom 2045 Fund Class K	FSNZX	B	U.S. All Cap	13	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	B	U.S. All Cap	13	0%
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	C	U.S. Large Cap	14	0.45%
High Yield & Emerging Market Bond		A+	U.S. Mid Cap	14	0%
American Funds Investment Company of America Class R-6	RICGX	D	U.S. Large Cap	14	0.3%
American Funds Fundamental Investors Class R-6	RFNGX	C	U.S. Large Cap	15	0.31%
Vanguard Global Equity Fund Investor Shares	VHGEX	C	U.S. All Cap	15	0.61%
Vanguard Growth and Income Fund Admiral Shares	VGIAX	C	U.S. Large Cap	15	0.26%
PIMCO StocksPLUS Fund Administrative Class	PPLAX	C	U.S. Large Cap	15	0.75%
Vanguard Large Cap Growth (Russell 1000 Growth) Index Trust		C	U.S. Large Cap	15	0.08%
American Funds AMCAP Fund Class R-6	RAFGX	D	U.S. Large Cap	15	0.37%
Vanguard Total Stock Market Index Trust		C	U.S. All Cap	16	0.05%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	B	U.S. All Cap	16	0.19%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	16	0.16%
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	B	U.S. All Cap	17	0.36%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	B+	U.S. Mid Cap	18	0.28%
Vanguard U.S. Multifactor Fund		B+	U.S. Mid Cap	18	0%
Fidelity Small Cap Stock Fund	FSLCX	B+	U.S. Small Cap	19	0.67%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Fidelity Leveraged Company Stock Fund	FLVCX	B	U.S. All Cap	20	0.82%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	U.S. All Cap	4	0%
Vanguard Institutional Target Retirement Income Fund Institutional Shares	VITRX	C	U.S. All Cap	5	0%
Income Plus Fund		C	U.S. All Cap	5	0.17%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	5	0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares	VITVX	C	U.S. Large Cap	5	0%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. All Cap	7	0%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares	VITWX	C	U.S. All Cap	7	0%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	8	0%
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares	VRIVX	C	U.S. All Cap	8	0%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
AQR Risk Parity Fund Class I	AQRIX	A	U.S. Large Cap	9	0.88%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	9	0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares	VTTWX	C	U.S. All Cap	10	0%
Vanguard Wellington Fund Admiral Shares	VWENX	B	U.S. Large Cap	10	0.18%
Fidelity Freedom 2030 Fund Class K	FSNQX	B	U.S. All Cap	10	0%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class R-6	RLLGX	A-	U.S. Mid Cap - Growth	16	0.72%
American Funds The New Economy Fund Class R-6	RNGGX	B--	U.S. All Cap - Growth	17	0.48%
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
Fidelity Convertible Securities Fund	FCVSX	B-	U.S. Mid Cap - Growth	17	0.72%
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	B-	U.S. Mid Cap - Growth	19	0.09%
Vanguard Explorer Fund Admiral Shares	VEXRX	A--	U.S. Small Cap - Growth	19	0.34%
Fidelity Growth Discovery Fund	FDSVX	C--	U.S. All Cap - Growth	19	0.81%
Small/Mid-Cap Index		A--	U.S. Small Cap - Growth	20	0.1%
Fidelity Focused Stock Fund	FTQGX	C--	U.S. All Cap - Growth	21	0.89%
Fidelity Trend Fund	FTRNX	F--	U.S. All Cap - Growth	22	0.78%
Fidelity OTC Portfolio	FOCPX	B--	U.S. All Cap - Growth	22	0.74%
Fidelity Growth Company	FDGRX	B--	U.S. All Cap - Growth	23	0.83%
Fidelity Blue Chip Growth Fund	FBGRX	B--	U.S. All Cap - Growth	23	0.74%
Vanguard Small Cap Growth (Russell 2000 Growth) Index Trust		C--	U.S. Small Cap - Growth	24	0.08%
Vanguard U.S Growth Fund Admiral Shares	VWUAX	D--	U.S. All Cap - Growth	24	0.31%
U.S. Equities - Value
Dodge & Cox Balanced Fund	DODBX	A++	U.S. All Cap - Value	12	0.53%
American Funds American Mutual Fund Class R-6	RMFGX	D++	U.S. Mega Cap - Value	12	0.31%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	C++	U.S. Mega Cap - Value	13	0.31%
Fidelity Equity-Income Fund	FEQIX	B++	U.S. Mega Cap - Value	14	0.64%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	D++	U.S. Mega Cap - Value	14	0.3%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
Vanguard Large Cap Value (Russell 1000 Value) Index Trust		C++	U.S. Large Cap - Value	16	0.08%
Fidelity Dividend Growth Fund	FDGFX	C++	U.S. Large Cap - Value	17	0.62%
Fidelity Large Cap Stock Fund	FLCSX	B++	U.S. All Cap - Value	17	0.88%
Dodge & Cox Global Stock Fund	DODWX	A++	U.S. All Cap - Value	18	0.65%
Fidelity Mid-Cap Stock Fund	FMCSX	C++	U.S. Mid Cap - Value	18	0.78%
Vanguard Windsor Fund Admiral Shares	VWNEX	C++	U.S. All Cap - Value	18	0.27%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	B++	U.S. Mid Cap - Value	20	0.32%
Fidelity Small Cap Discovery Fund	FSCRX	B++	U.S. Mid Cap - Value	20	1.01%
Fidelity Value Fund	FDVLX	A++	U.S. Mid Cap - Value	21	0.65%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	22	0.37%
Vanguard Selected Value Fund Investor Shares	VASVX	F++	U.S. Mid Cap - Value	23	0.43%
International Business Machines Corp.	IBM	D++	U.S. Mega Cap - Value	25	0%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Vanguard Small Cap Value (Russell 2000 Value) Index Trust		C++	U.S. Small Cap - Value	26	0.08%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	C++	U.S. Mega Cap - Value	5	0.18%
Specialty
PIMCO CommodityRealReturn Strategy Fund Institutional Class	PCRIX	A++	Commodities	14	0.74%
DFA Global Real Estate Securities Portfolio	DFGEX	B++	U.S. Real Estate	15	0.32%
Fidelity Real Estate Investment Portfolio	FRESX	B++	U.S. Real Estate	17	0.8%
Real Estate Investment Trust (BlackRock)		B++	U.S. Real Estate	19	0%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	A++	U.S. Real Estate	19	0%
Fidelity Real Estate Income Fund	FRIFX	A++	U.S. Real Estate	7	0.84%
Global & Intl. Equity
Fidelity International Real Estate Fund	FIREX	C++	International Small Cap	11	1.14%
Fidelity International Small Cap Fund	FISMX	A++	International Small Cap	12	1.31%
International Real Estate Index		B-	Pacific ex-Japan	14	0%
Total International Stock Market Index (State Street)		D++	International Small Cap	14	0.14%
Fidelity Diversified International Fund	FDIVX	B-	International Large Cap - Growth	14	0.92%
Fidelity Overseas Fund	FOSFX	A-	International Large Cap - Growth	14	1.06%
DFA International Small Company Portfolio Institutional Class	DFISX	C++	International Small Cap	14	0.54%
American Funds International Growth and Income Fund Class R-6	RIGGX	A-	International Large Cap	14	0.59%
DFA Large Cap International Portfolio Institutional Class	DFALX	A-	International Large Cap	14	0.29%
Vanguard International Explorer Fund Investor Shares	VINEX	C++	International Small Cap	15	0.36%
International Real Estate Index (BlackRock)		A-	International Large Cap	15	0%
Fidelity Canada Fund	FICDX	A++	International Small Cap	15	0.86%
Fidelity Pacific Basin Fund	FPBFX	C	Emerging Markets	15	1.21%
Fidelity International Discovery Fund	FIGRX	B-	International Large Cap - Growth	15	0.98%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	A	Emerging Markets	15	0.57%
DFA International Vector Equity Portfolio Institutional Class	DFVQX	C++	International Small Cap	15	0.51%
Fidelity Europe Fund	FIEUX	B+	Europe	15	1.02%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
American Funds New World Fund Class R-6	RNWGX	A	Emerging Markets	16	0.65%
European Stock Index		B+	Europe	16	0.12%
Vanguard International Value Fund Investor Shares	VTRIX	A	International Large Cap - Value	16	0.43%
Fidelity Japan Fund	FJPNX	F-	Pacific	16	0.91%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	A	Emerging Markets	16	0.57%
Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares	VEMRX	C	Emerging Markets	17	0.1%
DFA International Value Portfolio Institutional Class	DFIVX	A	International Large Cap - Value	18	0.43%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Fidelity Emerging Asia Fund	FSEAX	B	Emerging Markets	20	1.05%
Vanguard International Growth Fund Admiral Shares	VWILX	B	Emerging Markets	21	0.35%
Fidelity China Region Fund	FHKCX	F	Emerging Markets	21	0.98%
Fidelity Latin America Fund	FLATX	B	Emerging Markets	24	1.03%
Fidelity Freedom Income Class K	FNSHX	B	Emerging Markets	4	0%
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	A++	International Small Cap	8	0.18%
Bonds
PIMCO LOW DURATION ESG FUND		C	Bond - U.S. Mortgages	1	0.5%
PIMCO Low Duration Fund Administrative Class	PLDAX	C+	U.S. Treasury - TIPS	1	0.71%
Vanguard Short-Term Treasury Fund Admiral Shares	VFIRX	C	U.S. Treasury - Short	1	0.1%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C	Bond - U.S. Mortgages	1	0.1%
Fidelity Limited Term Government Fund	FFXSX	C-	U.S. Treasury - Short / Intermediate	1	0.45%
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	C-	U.S. Treasury - Short / Intermediate	1	0.1%
Vanguard Short-Term Investment-Grade Fund Admiral Shares	VFSUX	B-	Bond - Multi Sector	1	0.1%
Fidelity GNMA Fund	FGMNX	C	Bond - U.S. Mortgages	1	0.45%
Vanguard GNMA Fund Admiral Shares	VFIJX	C	Bond - U.S. Mortgages	2	0.11%
PIMCO Mortgage-Backed Securities Fund Institutional Class	PTRIX	B	Bond - U.S. Mortgages	2	0.5%
Fidelity Advisor Floating Rate High Income Fund I Class	FFRIX	A++	Bond - U.S. High Yield	2	0.75%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C--	U.S. Treasury - Long	12	0.1%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C-	U.S. Treasury - Short / Intermediate	2	0.1%
PIMCO Income Fund Institutional Class	PIMIX	A+	Bond - Emerging Market	3	0.45%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Fidelity Advisor Strategic Income Fund Class I	FSRIX	B++	Bond - U.S. High Yield	3	0.75%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Fidelity Total Bond Fund	FTBFX	B-	Bond - Multi Sector	3	0.45%
Fidelity Government Income Fund	FGOVX	C--	U.S. Treasury - Intermediate / Long	3	0.45%
PIMCO TOTAL RETURN ESG FUND		B-	Bond - Multi Sector	3	0.5%
PIMCO Long-Term U.S. Government Fund Administrative Class	PLGBX	F--	U.S. Treasury - Intermediate / Long	21	0.72%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	B-	Bond - Multi Sector	3	0.1%
High Yield Debt (JP Morgan)		A++	Bond - U.S. High Yield	3	0.84%
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	C++	Bond - U.S. High Yield	3	0.13%
Total Bond Market (Neuberger Berman)		B-	Bond - Multi Sector	3	0.45%
PIMCO Diversified Income Fund Administrative Class	PDAAX	B+	Bond - Emerging Market	3	1%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%
Fidelity High Income Fund	SPHIX	C++	Bond - U.S. High Yield	3	0.72%
PIMCO High Yield Fund Institutional Class	PHIYX	C++	Bond - U.S. High Yield	3	0.55%
American Funds Capital World Bond Fund Class R-6	RCWGX	D+	Bond - Emerging Market	4	0.52%
Long Term Credit (Loomis Sayles)		A	Bond - U.S. Corporate	4	0.63%
Long Term Credit (Western Asset Mgmt.)		C	Bond - U.S. Corporate	4	0.51%
Inflation Protected Bond		C+	U.S. Treasury - TIPS	4	0.2%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	A-	Bond - Multi Sector	4	0.5%
Fidelity New Markets Income Fund	FNMIX	C+	Bond - Emerging Market	4	0.84%
PIMCO Dynamic Income Fund	XPDIX	C++	Bond - U.S. High Yield	5	0%
PIMCO Emerging Markets Bond Fund Institutional Class	PEBIX	C+	Bond - Emerging Market	5	0.83%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	A-	Bond - Multi Sector	9	0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	B-	Bond - Multi Sector	10	0.07%
Long-Term Corporate Bond		C	Bond - U.S. Corporate	10	0%
Other
Fidelity Independence Fund	FDFFX		Other	0	0.6%
PIMCO Emerging Markets Local Currency			Other	0	0.85%

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