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401k, 403b plan

Canon Employee Savings and Retirement Plan

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Plan was created by kivalia on 5/19/2012.
Number of Followers: 3


COMMENTS plan comments help
comment plan bmurphy 4/25/2016 11:55:30 AM
Plan is exactly correct as of today.

comment plan bmurphy 9/12/2016 10:22:39 AM
Plan is exactly correct as of today.

comment plan bmurphy 1/23/2017 4:42:15 PM
Money market fund has changed. All other investment options remain exactly as shown. 1/23/17

comment plan bmurphy 5/8/2017 12:53:49 PM
Plan is exactly correct on Kivalia.

comment plan bmurphy 1/24/2018 5:51:21 PM
Plan is correct as of today; though with a few proxies for various funds.

comment plan bmurphy 5/13/2018 3:09:43 PM
Need to replace OTCFX (with OTIIX) and RPMGX (with RPTIX). All other plans exactly correct.

comment plan bmurphy 7/16/2018 11:18:02 AM
Plan is exactly correct as of today.

comment plan bmurphy 1/30/2019 10:23:23 AM
Plan is exactly correct as of today.

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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 
T. Rowe Price Mid-Cap Growth FundRPMGXwas added by bmurphy7/16/2018Remove
T. Rowe Price Small-Cap Stock FundOTCFXwas added by bmurphy7/16/2018Remove
T. Rowe Price Mid-Cap Growth FundRPMGXwas removed by bmurphy7/16/2018Remove
T. Rowe Price Small-Cap Stock FundOTCFXwas removed by bmurphy7/16/2018Remove
TR Mid Cap Grw Shs -I-RPTIXwas added by bmurphy7/16/2018Remove
T.Rowe SC Stk Shs -I-OTIIXwas added by bmurphy7/16/2018Remove
LS Core Plus Fixed Incomewas removed by bmurphy7/16/2018
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas removed by bmurphy5/13/2018
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXwas added by bmurphy1/24/2018Remove
Loomis Sayles Core Plus Bond Fund Class YNERYXwas added by bmurphy1/24/2018Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by bmurphy1/24/2018Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas removed by bmurphy1/24/2018
Vanguard Federal Money Market Fund Investor SharesVMFXXwas added by bmurphy1/23/2017Remove
Vanguard Prime Money Market Fund Investor SharesVMMXXwas removed by bmurphy1/23/2017
American Funds EuroPacific Growth Fund Class R-4REREXwas removed by bmurphy9/12/2016
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by bmurphy9/12/2016Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by bmurphy9/12/2016Remove
PIMCO Total Return Fund Administrative ClassPTRAXwas removed by bmurphy4/25/2016
LS Core Plus Fixed Incomewas added by bmurphy4/25/2016
Vanguard Wellington Fund Investor SharesVWELXwas removed by bmurphy4/25/2016
Vanguard PRIMECAP Fund Investor SharesVPMCXwas removed by bmurphy4/25/2016
Vanguard Prime Money Market Fund Investor SharesVMMXXwas added by bmurphy4/25/2016
Vanguard PRIMECAP Fund Admiral SharesVPMAXwas added by bmurphy4/25/2016Remove
Vanguard Wellington Fund Admiral SharesVWENXwas added by bmurphy4/25/2016Remove
Vanguard Wellington Fund Investor SharesVWELXwas added by bmurphy11/25/2014
T. Rowe Price Mid-Cap Growth FundRPMGXwas added by bmurphy11/25/2014Remove
PIMCO Total Return Fund Administrative ClassPTRAXwas added by bmurphy11/25/2014
Dodge & Cox Stock FundDODGXwas added by bmurphy11/25/2014Remove
American Funds EuroPacific Growth Fund Class R-4REREXwas added by bmurphy11/25/2014
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by bmurphy11/25/2014Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by bmurphy11/25/2014Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by bmurphy11/25/2014
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas added by bmurphy11/25/2014Remove
Vanguard International Growth Fund Investor SharesVWIGXwas removed by bmurphy11/25/2014
Vanguard 500 Index Fund Investor ClassVFINXwas removed by bmurphy11/25/2014
T. Rowe Price Small-Cap Stock FundOTCFXwas added by kivalia5/19/2012Remove
Vanguard International Growth Fund Investor SharesVWIGXwas added by kivalia5/19/2012
Vanguard 500 Index Fund Investor ClassVFINXwas added by kivalia5/19/2012
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by kivalia5/19/2012Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by kivalia5/19/2012Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by kivalia5/19/2012Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by kivalia5/19/2012Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by kivalia5/19/2012Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by kivalia5/19/2012Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by kivalia5/19/2012Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by kivalia5/19/2012Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by kivalia5/19/2012Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by kivalia5/19/2012Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by kivalia5/19/2012
Vanguard PRIMECAP Fund Investor SharesVPMCXwas added by kivalia5/19/2012
US Cash / Money MarketUSCASHwas added by kivalia5/19/2012Remove
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