Concordia Retirement

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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice: Name Ticker Action Date   Fidelity Inflation - Protected Bond Index FIPDX was added by jaestm96 6/15/2021 Remove T. Rowe Price Institutional Large Cap Growth Fund TRLGX was removed by jaestm96 6/15/2021 Wells Fargo Small Company Growth Fund - Class R6 WSCRX was removed by jaestm96 6/15/2021 Transamerica High Yield Bond I TDHIX was removed by jaestm96 6/15/2021 PIMCO Real Return Fund Institutional Class PRRIX was removed by jaestm96 6/15/2021 John Hancock Funds Disciplined Value Fund Class R6 JDVWX was removed by jaestm96 6/15/2021 AB Discovery Value Fund Class I ABSIX was removed by jaestm96 6/15/2021 Loomis Sayles Institutional High Income Fund LSHIX was removed by jaestm96 6/15/2021 Aberdeen Emerging Markets Fund Institutional Class ABEMX was removed by jaestm96 5/3/2021 Loomis Sayles Institutional High Income Fund LSHIX was added by jaestm96 3/21/2018 Vanguard Institutional Index Fund Institutional Shares VINIX was removed by jaestm96 3/21/2018 Vanguard Institutional Index Fund Institutional Plus Shares VIIIX was added by jaestm96 3/21/2018 Remove Wells Fargo Small Company Growth Fund - Class Inst WSCGX was removed by jaestm96 2/11/2017 Wells Fargo Small Company Growth Fund - Class R6 WSCRX was added by jaestm96 2/11/2017 Vanguard Balanced Index Fund Institutional Shares VBAIX was added by jaestm96 10/6/2016 Remove Oakmark Equity And Income Fund Class I OAKBX was removed by jaestm96 10/6/2016 Invesco International Small Company Fund Class R6 IEGFX was removed by jaestm96 10/6/2016 PIMCO Total Return Fund Institutional Class PTTRX was removed by jaestm96 5/30/2016 JPMorgan Core Bond Fund Class R6 JCBUX was added by jaestm96 5/30/2016 Remove Invesco International Small Company Fund R5 Class IEGIX was removed by jaestm96 3/21/2014 John Hancock Funds Disciplined Value Fund Class R5 JDVVX was removed by jaestm96 3/21/2014 John Hancock Funds Disciplined Value Fund Class R6 JDVWX was added by jaestm96 3/21/2014 Vanguard Total Bond Market Index Fund Institutional Shares VBTIX was added by jaestm96 11/5/2013 Remove Transamerica High Yield Bond I TDHIX was added by jaestm96 11/5/2013 PIMCO Total Return Fund Institutional Class PTTRX was added by jaestm96 11/5/2013 PIMCO Real Return Fund Institutional Class PRRIX was added by jaestm96 11/5/2013 Oakmark Equity And Income Fund Class I OAKBX was added by jaestm96 11/5/2013 Vanguard Institutional Index Fund Institutional Shares VINIX was added by jaestm96 11/5/2013 T. Rowe Price Institutional Large Cap Growth Fund TRLGX was added by jaestm96 11/5/2013 John Hancock Funds Disciplined Value Fund Class R5 JDVVX was added by jaestm96 11/5/2013 Vanguard Extended Market Index Fund Institutional Shares VIEIX was added by jaestm96 11/5/2013 Remove AB Discovery Value Fund Class I ABSIX was added by jaestm96 11/5/2013 Wells Fargo Small Company Growth Fund - Class Inst WSCGX was added by jaestm96 11/5/2013 Vanguard Total International Stock Index Fund Institutional Shares VTSNX was added by jaestm96 11/5/2013 Remove US Cash / Money Market USCASH was added by jaestm96 11/5/2013 Remove Invesco International Small Company Fund Class R6 IEGFX was added by jaestm96 11/5/2013 Invesco International Small Company Fund R5 Class IEGIX was added by jaestm96 11/5/2013 American Funds EuroPacific Growth Fund Class R-6 RERGX was added by jaestm96 11/5/2013 Remove Aberdeen Emerging Markets Fund Institutional Class ABEMX was added by jaestm96 11/5/2013

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