Infinera 401(K) Plan

bmurphy 4/25/2016 12:12:09 PM
Plan is exactly correct, except for missing TRP Retirement 2060 ADV (Ticker: TRRYX).

bmurphy 9/11/2016 10:58:19 PM
Plan is exactly correct as of today.

bmurphy 1/23/2017 1:22:08 PM
Plan up to date as of 1/23/17. Needed to make a few changes to do so.

bmurphy 5/10/2017 12:13:05 PM
Removed FLVIX and GSMCX from fund lineup. Plan is exactly correct except for GETGX being used as a proxy for VEVRX.

bmurphy 5/10/2017 12:13:06 PM
Removed FLVIX and GSMCX from fund lineup. Plan is exactly correct except for GETGX being used as a proxy for VEVRX.

bmurphy 1/30/2019 12:19:40 PM
A number of funds are wrong class. Following need to be added to database: trpcx, trpjx, trpdx, trpmx, trpkx, trplx, trpnx, trpfx, trpax, trfgx, trbrx, trphx, fzanx, athdx, fzaix.

Name	Ticker	Action	Date
Oppenheimer International Small-Mid Company Fund Class Y	OSMYX	was removed by bmurphy	1/30/2019
Oppenheimer International Small-Mid Company Fund Class I	OSCIX	was added by bmurphy	1/30/2019	Remove
Templeton Global Bond Fund Class R6	FBNRX	was added by bmurphy	1/30/2019	Remove
Templeton Global Bond Fund Class R6	FBNRX	was removed by bmurphy	1/30/2019	Remove
Fidelity Government Money Market Fund	SPAXX	was added by bmurphy	5/13/2018	Remove
Templeton Global Bond Fund Advisor Class	TGBAX	was removed by bmurphy	5/13/2018
Templeton Global Bond Fund Class R6	FBNRX	was added by bmurphy	5/13/2018	Remove
Loomis Sayles Bond Fund Institutional Class	LSBDX	was removed by bmurphy	5/13/2018
Loomis Sayles Bond Fund Class N	LSBNX	was added by bmurphy	5/13/2018	Remove
Oppenheimer Developing Markets Fund Class Y	ODVYX	was removed by bmurphy	5/13/2018
Oppenheimer Developing Markets Fund Class I	ODVIX	was added by bmurphy	5/13/2018	Remove
Undiscovered Managers Behavioral Value Fund Select Class	UBVSX	was removed by bmurphy	5/13/2018
Undiscovered Managers Behavioral Value Fund Class R6	UBVFX	was added by bmurphy	5/13/2018	Remove
Putnam Equity Income Fund Class Y	PEIYX	was removed by bmurphy	5/13/2018
Putnam Equity Income Fund Class R6	PEQSX	was added by bmurphy	5/13/2018	Remove
Victory Sycamore Established Value Fund Class R	GETGX	was removed by bmurphy	5/13/2018
Victory Sycamore Established Value Fund Class R6	VEVRX	was added by bmurphy	5/13/2018	Remove
Goldman Sachs Mid Cap Value Fund Institutional Class	GSMCX	was removed by bmurphy	5/10/2017
Fidelity Advisor Leveraged Company Stock Fund I Class	FLVIX	was removed by bmurphy	5/10/2017
Victory Sycamore Established Value Fund Class R	GETGX	was added by bmurphy	1/23/2017
Fidelity 500 Index Fund Institutional Class	FXSIX	was added by bmurphy	1/23/2017
Fidelity 500 Index Fund Premium Class	FUSVX	was removed by bmurphy	1/23/2017
Putnam Capital Opportunities Fund Class R5	POPDX	was removed by bmurphy	1/23/2017
Fidelity Advisor Small Cap Fund I Class	FSCIX	was removed by bmurphy	1/23/2017
T. Rowe Price Retirement 2060 Fund Advisor Class	TRRYX	was added by bmurphy	9/11/2016	Remove
FA Stable Value		was added by bmurphy	4/25/2016	Remove
Fidelity Advisor Government Income Fund Class I	FVIIX	was added by bmurphy	4/25/2016	Remove
Loomis Sayles Bond Fund Institutional Class	LSBDX	was added by bmurphy	4/25/2016
Templeton Global Bond Fund Advisor Class	TGBAX	was added by bmurphy	4/25/2016
Fidelity Money Market Trust Retirement Government Money Market II Portfolio	FRTXX	was added by bmurphy	4/25/2016
T. Rowe Price Retirement 2050 Fund Advisor Class	PARFX	was added by bmurphy	4/25/2016	Remove
T. Rowe Price Retirement 2055 Fund Advisor Class	PAROX	was added by bmurphy	4/25/2016	Remove
T. Rowe Price Retirement 2030 Fund Advisor Class	PARCX	was added by bmurphy	4/25/2016	Remove
T. Rowe Price Retirement 2025 Fund Advisor Class	PARJX	was added by bmurphy	4/25/2016	Remove
T. Rowe Price Retirement 2035 Fund Advisor Class	PARKX	was added by bmurphy	4/25/2016	Remove
T. Rowe Price Retirement 2020 Fund Advisor Class	PARBX	was added by bmurphy	4/25/2016	Remove
T. Rowe Price Retirement 2015 Fund Advisor Class	PARHX	was added by bmurphy	4/25/2016	Remove
T. Rowe Price Retirement 2010 Fund Advisor Class	PARAX	was added by bmurphy	4/25/2016	Remove
T. Rowe Price Retirement 2045 Fund Advisor Class	PARLX	was added by bmurphy	4/25/2016	Remove
T. Rowe Price Retirement 2040 Fund Advisor Class	PARDX	was added by bmurphy	4/25/2016	Remove
T. Rowe Price Retirement 2005 Fund Advisor Class	PARGX	was added by bmurphy	4/25/2016	Remove
Oppenheimer Developing Markets Fund Class Y	ODVYX	was added by bmurphy	4/25/2016
Fidelity Advisor International Discovery Fund Class I	FIADX	was added by bmurphy	4/25/2016	Remove
Undiscovered Managers Behavioral Value Fund Select Class	UBVSX	was added by bmurphy	4/25/2016
Fidelity Small Cap Index Fund Premium Class	FSSVX	was added by bmurphy	4/25/2016
Putnam Capital Opportunities Fund Class R5	POPDX	was added by bmurphy	4/25/2016
Oppenheimer International Small-Mid Company Fund Class Y	OSMYX	was added by bmurphy	4/25/2016
Fidelity Mid Cap Index Fund Premium Class	FSCKX	was added by bmurphy	4/25/2016
Fidelity Advisor Small Cap Fund I Class	FSCIX	was added by bmurphy	4/25/2016
Goldman Sachs Mid Cap Value Fund Institutional Class	GSMCX	was added by bmurphy	4/25/2016
Fidelity Advisor Leveraged Company Stock Fund I Class	FLVIX	was added by bmurphy	4/25/2016
American Century Heritage Fund Investor Class	TWHIX	was added by bmurphy	4/25/2016	Remove
Fidelity 500 Index Fund Premium Class	FUSVX	was added by bmurphy	4/25/2016
Putnam Equity Income Fund Class Y	PEIYX	was added by bmurphy	4/25/2016
Fidelity Advisor New Insights Fund Class I	FINSX	was added by bmurphy	4/25/2016	Remove