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Cisco Systems, Inc. 401(k) Plan

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Plan was created by kivalia on 1/22/2012.
Number of Followers: 98


COMMENTS plan comments help
comment plan bmurphy 2/14/2012 5:30:34 PM
This has been one of the more difficult plans to recreate on our site, owing to the large number of separately managed account offerings which needed to be proxied with more expensive mutual funds. Invesco Large Cap Relative Value Strategy is proxied by Invesco Van Kampen Growth & Income. Our Cisco models should understate participant realized returns by some modest amount owing to the lower fees of accounts offered within the plan.

comment plan jenposp 3/13/2012 3:13:23 PM
You do not list BlackRock US Debt, BlackRock US Equity or BlackRock Extended Equity. How can I model those funds?

comment plan bmurphy 3/13/2012 3:47:54 PM
Hi there - Each of the BlackRock funds are "private accounts" managed solely for Cisco employees, but not publicly priced. Therefore we have proxied these funds by existing publicly traded investments as follows: BlackRock US Debt is being proxied by Vanguard Total Bond Market Index; BlackRock US Equity is being proxied by Fidelity Spartan Total Market Index; BlackRock Extended Equity is being proxied by Fidelity Spartan Extended Mkt. Index.

comment plan jenposp 3/13/2012 11:59:02 PM
OK great - thank you!

comment plan bmurphy 9/18/2012 1:24:50 PM
The Cisco plan is updated as of 9/18/2012. No changes were needed.

comment plan bmurphy 4/21/2013 2:07:17 PM
Cisco plan is updated as of 4/20/2013. No changes needed but one should read comments above for proxies.

comment plan bmurphy 6/3/2013 12:03:08 PM
Removed Fidelity Low Priced Stock from the lineup as it is no longer available for investors to trade into.

comment plan bmurphy 1/8/2014 11:36:06 AM
Plan is exactly correct as portrayed here as of 1/8/2014.

comment plan bmurphy 2/8/2014 1:41:00 PM
Changed out the Lifepath funds to better reflect the low-cost options available to participants.

comment plan jlamber 4/6/2014 2:12:17 PM
BlackRock LifePath Retirement Instl (STLAX) was removed. Does not exist in JP Morgan Cisco 401K plan

comment plan bmurphy 6/1/2014 1:24:33 PM
LifePath Index Retirement Q has been added as it is in the plan.

comment plan bmurphy 10/29/2014 12:46:43 PM
All Lifepath funds have been re-proxied as the old proxies had stopped trading. The proxies we're now using have expense ratios of 0.70% vs. 0.11% for the assets in the plan, so participant actual returns should be higher than shown on our site.

comment plan bmurphy 4/21/2015 11:41:24 AM
Fund lineup is exactly correct as of 4/21/2015.

comment plan bmurphy 9/25/2015 11:25:17 AM
Fund lineup is exactly correct as of 9/24/2015.

comment plan bmurphy 5/3/2017 11:22:07 AM
Changes made to the Cisco 401(k) plan as of 5/1/2017 have been reflected in the Kivalia fund lineup. Proxies used on Kivalia have expense ratios that are slightly higher than Cisco's Collective Trust offerings, by between 0.01% and 0.05% annually. We have not included the International Equity Fund in the Kivalia lineup since it is a blended offering of Fidelity Diversified Intl. and Harbor Intl.

comment plan brian 6/8/2021 9:34:44 PM
Plan is based on company's 2019 5500 filing and is exactly correct on Kivalia, except we've excluded the International Equity Fund since it is a blended offering of Fidelity Intl. Discovery & Harbor Intl.

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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 
Stable Value Fundwas added by brian12/7/2019Remove
BlackRock U.S. Equity Market Indexwas removed by brian12/7/2019
BlackRock U.S. Equity Market Indexwas added by brian12/7/2019
BlackRock LifePath Index Retirement Fwas added by brian12/7/2019Remove
BlackRock LifePath Index Retirement Fwas removed by brian12/7/2019Remove
BlackRock LifePath Index 2060 Fwas added by brian12/7/2019Remove
BlackRock LifePath Index 2020 Fwas removed by brian12/7/2019
BlackRock International Equity Index - Fwas added by bmurphy5/3/2017Remove
BlackRock U.S. Equity Market Index - Fwas added by bmurphy5/3/2017Remove
BlackRock U.S. Debt Index - Fwas added by bmurphy5/3/2017Remove
BlackRock LifePath Index Retirement Fwas added by bmurphy5/3/2017Remove
BlackRock LifePath Index 2055 Fwas added by bmurphy5/3/2017Remove
BlackRock LifePath Index 2050 Fwas added by bmurphy5/3/2017Remove
BlackRock LifePath Index 2045 Fwas added by bmurphy5/3/2017Remove
BlackRock LifePath Index 2040 Fwas added by bmurphy5/3/2017Remove
BlackRock LifePath Index 2035 Fwas added by bmurphy5/3/2017Remove
BlackRock LifePath Index 2030 Fwas added by bmurphy5/3/2017Remove
BlackRock LifePath Index 2025 Fwas added by bmurphy5/3/2017Remove
BlackRock LifePath Index 2020 Fwas added by bmurphy5/3/2017
Fidelity 500 Index Fund Premium ClassFUSVXwas removed by bmurphy5/3/2017
Invesco Charter Fund R5 ClassCHTVXwas removed by bmurphy5/3/2017
Fidelity Puritan FundFPURXwas removed by bmurphy5/3/2017
Fidelity OTC PortfolioFOCPXwas removed by bmurphy5/3/2017
Harbor International Fund Institutional ClassHAINXwas removed by bmurphy5/3/2017
Fidelity International Discovery FundFIGRXwas removed by bmurphy5/3/2017
Fidelity Investments Money Market Funds Money Market Portfolio Institutional ClassFNSXXwas removed by bmurphy5/3/2017
BlackRock US Debt Index - Twas removed by bmurphy5/3/2017
Invesco Large Cap Relative Value Strategywas removed by bmurphy5/3/2017
Fidelity Total Market Index Fund Premium ClassFSTVXwas removed by bmurphy5/3/2017
Fidelity Extended Market Index Fund Investor ClassFSEMXwas removed by bmurphy5/3/2017
Wells Capital Small Cap Value Strategywas removed by bmurphy5/3/2017
Lifepath Index 2020 - Qwas removed by bmurphy5/3/2017
Lifepath Index 2025 - Qwas removed by bmurphy5/3/2017
Lifepath Index 2030 - Qwas removed by bmurphy5/3/2017
Lifepath Index 2035 - Qwas removed by bmurphy5/3/2017
Lifepath Index 2040 - Qwas removed by bmurphy5/3/2017
Lifepath Index 2045 - Qwas removed by bmurphy5/3/2017
Lifepath Index 2050 - Qwas removed by bmurphy5/3/2017
Lifepath Index 2055 - Qwas removed by bmurphy5/3/2017
Lifepath Index Retirement - Qwas removed by bmurphy5/3/2017
Lifepath Index 2015 - Qwas removed by bmurphy4/21/2015
Lifepath Index Retirement - Qwas added by bmurphy10/29/2014
Lifepath Index Retirement - Qwas removed by bmurphy10/29/2014
Lifepath Index 2015 - Qwas added by bmurphy10/29/2014
Lifepath Index 2015 - Qwas removed by bmurphy10/29/2014
Lifepath Index 2055 - Qwas added by bmurphy10/29/2014
Lifepath Index 2050 - Qwas added by bmurphy10/29/2014
Lifepath Index 2045 - Qwas added by bmurphy10/29/2014
Lifepath Index 2040 - Qwas added by bmurphy10/29/2014
Lifepath Index 2035 - Qwas added by bmurphy10/29/2014
Lifepath Index 2030 - Qwas added by bmurphy10/29/2014
Lifepath Index 2025 - Qwas added by bmurphy10/29/2014
Lifepath Index 2020 - Qwas added by bmurphy10/29/2014
BlackRock LifePath Index 2020 Fwas removed by bmurphy10/29/2014
BlackRock LifePath Index 2025 Fwas removed by bmurphy10/29/2014Remove
BlackRock LifePath Index 2030 Fwas removed by bmurphy10/29/2014Remove
BlackRock LifePath Index 2035 Fwas removed by bmurphy10/29/2014Remove
BlackRock LifePath Index 2040 Fwas removed by bmurphy10/29/2014Remove
BlackRock LifePath Index 2045 Fwas removed by bmurphy10/29/2014Remove
BlackRock LifePath Index 2050 Fwas removed by bmurphy10/29/2014Remove
BlackRock LifePath Index 2055 Fwas removed by bmurphy10/29/2014Remove
Stable Value Fundwas removed by bmurphy6/1/2014Remove
Fidelity New Markets Income FundFNMIXwas removed by bmurphy5/27/2014
Fidelity New Markets Income FundFNMIXwas added by bmurphy5/27/2014
Lifepath Index Retirement - Qwas added by bmurphy4/11/2014
Lifepath Index Retirement - Qwas removed by jlamber4/6/2014
Lifepath Index 2015 - Qwas added by bmurphy2/8/2014
LifePath Index 2015 - Qwas removed by bmurphy2/8/2014
LifePath Index 2015 - Qwas added by bmurphy2/8/2014
LifePath Index 2015 - Qwas removed by bmurphy2/8/2014
BlackRock LifePath Index 2055 Fwas added by bmurphy2/8/2014Remove
Lifepath Index 2055 - Qwas removed by bmurphy2/8/2014
BlackRock LifePath Index 2050 Fwas added by bmurphy2/8/2014Remove
Lifepath Index 2050 - Qwas removed by bmurphy2/8/2014
BlackRock LifePath Index 2045 Fwas added by bmurphy2/8/2014Remove
Lifepath Index 2045 - Qwas removed by bmurphy2/8/2014
BlackRock LifePath Index 2040 Fwas added by bmurphy2/8/2014Remove
Lifepath Index 2040 - Qwas removed by bmurphy2/8/2014
BlackRock LifePath Index 2035 Fwas added by bmurphy2/8/2014Remove
Lifepath Index 2035 - Qwas removed by bmurphy2/8/2014
BlackRock LifePath Index 2030 Fwas added by bmurphy2/8/2014Remove
BlackRock LifePath 2030 Fund Institutional SharesSTLDXwas removed by bmurphy2/8/2014
BlackRock LifePath Index 2025 Fwas added by bmurphy2/8/2014Remove
BlackRock LifePath 2025 Fund Institutional SharesLPBIXwas removed by bmurphy2/8/2014
BlackRock LifePath Index 2020 Fwas added by bmurphy2/8/2014
Lifepath Index 2020 - Qwas removed by bmurphy2/8/2014
Wells Capital Small Cap Value Strategywas added by bmurphy7/17/2013
Wells Capital Small Cap Value Strategywas removed by bmurphy7/17/2013
Fidelity Extended Market Index Fund Investor ClassFSEMXwas added by bmurphy7/17/2013
Fidelity Extended Market Index Fund Investor ClassFSEMXwas removed by bmurphy7/17/2013
Fidelity Total Market Index Fund Premium ClassFSTVXwas added by bmurphy7/17/2013
Fidelity Total Market Index Fund Premium ClassFSTVXwas removed by bmurphy7/17/2013
Invesco Large Cap Relative Value Strategywas added by bmurphy7/17/2013
Invesco Large Cap Relative Value Strategywas removed by bmurphy7/17/2013
BlackRock U.S. Debt Index - Fwas removed by bmurphy7/17/2013Remove
BlackRock US Debt Index - Twas added by bmurphy7/17/2013
BlackRock US Debt Index - Twas removed by bmurphy7/17/2013
Fidelity Investments Money Market Funds Money Market Portfolio Institutional ClassFNSXXwas added by bmurphy7/17/2013
BlackRock US Debt Index - Twas added by bmurphy7/12/2013
Fidelity Magellan FundFMAGXwas removed by bmurphy7/12/2013
Fidelity Magellan FundFMAGXwas added by Deleted User7/12/2013
BlackRock US Debt Index - Twas removed by Deleted User7/12/2013
BlackRock US Debt Index - Twas added by jlamber6/11/2013
BlackRock US Debt Index - Twas removed by bmurphy6/3/2013
BlackRock U.S. Debt Index - Fwas added by bmurphy6/3/2013Remove
Fidelity Low-Priced Stock FundFLPSXwas removed by bmurphy6/3/2013
Fidelity Investments Money Market Funds Money Market Portfolio Institutional ClassFNSXXwas removed by bmurphy6/3/2013
Stable Value Fundwas added by bmurphy6/3/2013Remove
Fidelity Investments Money Market Funds Money Market Portfolio Institutional ClassFNSXXwas added by bmurphy6/3/2013
Stable Value Fundwas removed by bmurphy6/3/2013Remove
Fidelity Worldwide FundFWWFXwas removed by bmurphy3/1/2013
Fidelity Worldwide FundFWWFXwas added by bmurphy3/1/2013
Invesco Large Cap Relative Value Strategywas added by bmurphy2/14/2012
Lifepath Index 2035 - Qwas added by bmurphy2/14/2012
Lifepath Index 2055 - Qwas added by bmurphy2/14/2012
Lifepath Index 2050 - Qwas added by bmurphy2/14/2012
Lifepath Index 2045 - Qwas added by bmurphy2/14/2012
Lifepath Index 2040 - Qwas added by bmurphy2/14/2012
BlackRock LifePath 2025 Fund Institutional SharesLPBIXwas added by bmurphy2/14/2012
Lifepath Index 2020 - Qwas added by bmurphy2/14/2012
LifePath Index 2015 - Qwas added by bmurphy2/14/2012
BlackRock LifePath 2020 Fund Institutional SharesSTLCXwas removed by bmurphy2/14/2012
State Farm LifePath 2040 Fund Class InstitutionalSAUIXwas removed by bmurphy2/14/2012
BlackRock Large Cap Value Fund Institutional SharesMALVXwas removed by bmurphy2/14/2012
Fidelity International Discovery FundFIGRXwas added by kivalia1/22/2012
Harbor International Fund Institutional ClassHAINXwas added by kivalia1/22/2012
Lifepath Index Retirement - Qwas added by kivalia1/22/2012
BlackRock LifePath 2020 Fund Institutional SharesSTLCXwas added by kivalia1/22/2012
Wells Capital Small Cap Value Strategywas added by kivalia1/22/2012
Fidelity OTC PortfolioFOCPXwas added by kivalia1/22/2012
BlackRock US Debt Index - Twas added by kivalia1/22/2012
PIMCO Total Return Fund Institutional ClassPTTRXwas added by kivalia1/22/2012Remove
Fidelity Puritan FundFPURXwas added by kivalia1/22/2012
Invesco Charter Fund R5 ClassCHTVXwas added by kivalia1/22/2012
Fidelity 500 Index Fund Premium ClassFUSVXwas added by kivalia1/22/2012
Fidelity Extended Market Index Fund Investor ClassFSEMXwas added by kivalia1/22/2012
Fidelity Total Market Index Fund Premium ClassFSTVXwas added by kivalia1/22/2012
Stable Value Fundwas added by kivalia1/22/2012Remove
BlackRock Large Cap Value Fund Institutional SharesMALVXwas added by kivalia1/22/2012
Fidelity Low-Priced Stock FundFLPSXwas added by kivalia1/22/2012
State Farm LifePath 2040 Fund Class InstitutionalSAUIXwas added by kivalia1/22/2012
BlackRock LifePath 2030 Fund Institutional SharesSTLDXwas added by kivalia1/22/2012
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