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401k, 403b plan

Moody's Corporation Profit Participation Plan

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Plan was created by yuanping_he on 2/6/2012.
Number of Followers: 8


COMMENTS plan comments help
comment plan brian 5/1/2021 2:18:29 PM
Plan has been updated to reflect latest 11-K filing. We're using a number of publicly traded funds to proxy the plan's commingled trust offerings. Plan is fully replicated.

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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 
SPDR Russell Small Cap Completeness ETFRSCOwas removed by brian5/1/2021
T. Rowe Price Emerging Markets Equity Trust (Class A) was added by brian5/1/2021Remove
State Street Russell Small Cap Index Fund was added by brian5/1/2021Remove
Boston Trust Small Cap FundBOSOXwas removed by brian5/1/2021
BlackRock Mid-Cap Growth Equity Portfolio Service SharesCMGSXwas removed by brian5/1/2021
BTC Mid Cap Equity Index Fund was added by brian5/1/2021Remove
Prudential Core Bond Fund Class ZTAIBXwas added by brian5/1/2021Remove
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by brian5/1/2021Remove
Fidelity Managed Income Portfolio II was added by brian5/1/2021Remove
Fidelity Managed Income Portfolio II was removed by brian5/1/2021Remove
Fidelity Freedom 2060 Fund Class KFNSFXwas added by brian5/1/2021Remove
Fidelity Freedom 2055 Fund Class KFNSDXwas added by brian5/1/2021Remove
Fidelity Balanced FundFBALXwas added by morrisk20044/30/2021Remove
SPDR S&P 500 ETF TrustSPYwas removed by yuanping_he6/9/2018
Goldman Sachs Mid Cap Value Fund Institutional ClassGSMCXwas removed by yuanping_he6/9/2018
Fidelity 500 IndexFXAIXwas added by yuanping_he6/9/2018Remove
SPDR Russell Small Cap Completeness ETFRSCOwas added by yuanping_he6/9/2018
BlackRock Mid-Cap Growth Equity Portfolio Service SharesCMGSXwas added by yuanping_he6/9/2018
PIMCO Total Return Fund Administrative ClassPTRAXwas removed by yuanping_he5/21/2017
MainStay Large Cap Growth Fund Class R1MLRRXwas removed by yuanping_he5/21/2017
MainStay Large Cap Growth Fund Class R6MLRSXwas added by yuanping_he5/21/2017Remove
Fidelity International Index Fund Institutional ClassFSPNXwas added by yuanping_he10/4/2013
Fidelity International Index Fund Investor ClassFSIIXwas removed by yuanping_he10/4/2013
Boston Trust Small Cap FundBOSOXwas added by yuanping_he10/4/2013
Fidelity Freedom K 2020 FundFFKDXwas added by yuanping_he10/4/2013
Fidelity Freedom K 2020 FundFFKDXwas removed by yuanping_he10/4/2013
Fidelity Mid-Cap Stock Fund Class KFKMCXwas removed by yuanping_he10/4/2013
Eaton Vance Large-Cap Value Fund Class IEILVXwas removed by yuanping_he10/4/2013
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXwas added by yuanping_he2/8/2012Remove
Fidelity Freedom K 2020 FundFFKDXwas added by yuanping_he2/7/2012
Fidelity Freedom K 2020 FundFFKDXwas removed by yuanping_he2/7/2012
Activision Blizzard, Inc.ATVIwas removed by yuanping_he2/6/2012
SPDR S&P 500 ETF TrustSPYwas added by yuanping_he2/6/2012
Moody's CorporationMCOwas added by yuanping_he2/6/2012Remove
Fidelity U.S. Bond Index Fund Institutional ClassFXSTXwas added by yuanping_he2/6/2012
PIMCO Total Return Fund Administrative ClassPTRAXwas added by yuanping_he2/6/2012
Fidelity Freedom K Income FundFFKAXwas added by yuanping_he2/6/2012
Fidelity Freedom K 2050 FundFFKHXwas added by yuanping_he2/6/2012
Fidelity Freedom K 2045 FundFFKGXwas added by yuanping_he2/6/2012
Fidelity Freedom K 2035 FundFKTHXwas added by yuanping_he2/6/2012
Fidelity Freedom K 2030 FundFFKEXwas added by yuanping_he2/6/2012
Fidelity Freedom K 2040 FundFFKFXwas added by yuanping_he2/6/2012
Fidelity Freedom K 2025 FundFKTWXwas added by yuanping_he2/6/2012
Fidelity Freedom K 2020 FundFFKDXwas added by yuanping_he2/6/2012
Fidelity Freedom K 2010 FundFFKCXwas added by yuanping_he2/6/2012
Fidelity Freedom K 2005 FundFFKVXwas added by yuanping_he2/6/2012
Deutsche Real Estate Securities Fund Institutional ClassRRRRXwas added by yuanping_he2/6/2012Remove
Fidelity Freedom K 2015 FundFKVFXwas added by yuanping_he2/6/2012
Fidelity Extended Market Index Fund Investor ClassFSEMXwas added by yuanping_he2/6/2012
Fidelity International Index Fund Investor ClassFSIIXwas added by yuanping_he2/6/2012
Activision Blizzard, Inc.ATVIwas added by yuanping_he2/6/2012
Fidelity Diversified International Fund Class KFDIKXwas added by yuanping_he2/6/2012Remove
Goldman Sachs Mid Cap Value Fund Institutional ClassGSMCXwas added by yuanping_he2/6/2012
Fidelity Mid-Cap Stock Fund Class KFKMCXwas added by yuanping_he2/6/2012
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by yuanping_he2/6/2012Remove
MainStay Large Cap Growth Fund Class R1MLRRXwas added by yuanping_he2/6/2012
Eaton Vance Large-Cap Value Fund Class IEILVXwas added by yuanping_he2/6/2012
Fidelity Managed Income Portfolio II was added by yuanping_he2/6/2012Remove
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