Workday

COMMENTS help
	brian 6/11/2021 10:51:32 AM Plan is correct based on company's 2019 5500 filing. Add Comment To add a new comment Log In or Sign Up

TRANSACTIONS help

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   DFA U.S. Small Cap Portfolio Institutional Class DFSTX was added by brian 6/11/2021 Remove DFA U.S. Small Cap Portfolio Institutional Class DFSTX was removed by brian 6/11/2021 Remove DFA U.S. Small Cap Portfolio Institutional Class DFSTX was added by brian 6/11/2021 Remove Vanguard Institutional Index Fund Institutional Shares VINIX was added by brian 6/11/2021 Remove Invesco Developing Markets Fund Class Y GTDYX was removed by brian 6/11/2021 AMG Managers Fairpointe Mid Cap Fund Class I ABMIX was removed by brian 6/11/2021 American Funds Capital Income Builder Class R-4 RIREX was removed by brian 6/11/2021 Invesco Small Cap Equity Fund Class Y SMEYX was removed by brian 6/11/2021 Vanguard 500 Index Fund Admiral Class VFIAX was removed by brian 6/11/2021 American Funds 2060 Target Date Retirement Fund Class R-4 RDKTX was added by brian 6/11/2021 Remove AMG Managers Fairpointe Mid Cap Fund Class N CHTTX was removed by kevin.gurney 12/24/2015 AMG Managers Fairpointe Mid Cap Fund Class I ABMIX was added by kevin.gurney 12/24/2015 Calvert U.S. Large Cap Core Responsible Index Fund Class I CISIX was added by kevin.gurney 12/24/2015 Remove American Funds 2055 Target Date Retirement Fund Class R-4 RDJTX was added by kevin.gurney 5/6/2015 Remove American Funds 2050 Target Date Retirement Fund Class R-4 RDITX was added by kevin.gurney 5/6/2015 Remove American Funds 2045 Target Date Retirement Fund Class R-4 RDHTX was added by kevin.gurney 5/6/2015 Remove American Funds 2040 Target Date Retirement Fund Class R-4 RDGTX was added by kevin.gurney 5/6/2015 Remove American Funds 2035 Target Date Retirement Fund Class R-4 RDFTX was added by kevin.gurney 5/6/2015 Remove American Funds 2015 Target Date Retirement Fund Class R-4 RDBTX was added by kevin.gurney 5/6/2015 Remove American Funds 2020 Target Date Retirement Fund Class R-4 RDCTX was added by kevin.gurney 5/6/2015 Remove American Funds 2025 Target Date Retirement Fund Class R-4 RDDTX was added by kevin.gurney 5/6/2015 Remove Invesco Small Cap Equity Fund Class Y SMEYX was added by kevin.gurney 5/6/2015 American Funds 2030 Target Date Retirement Fund Class R-4 RDETX was added by kevin.gurney 5/6/2015 Remove PIMCO Total Return Fund Administrative Class PTRAX was added by kevin.gurney 5/6/2015 Remove Vanguard Total Bond Market Index Fund Admiral Shares VBTLX was added by kevin.gurney 5/6/2015 Remove Fidelity Money Market Trust Retirement Government Money Market II Portfolio FRTXX was added by kevin.gurney 5/6/2015 American Funds 2010 Target Date Retirement Fund Class R-4 RDATX was added by kevin.gurney 5/6/2015 Remove AMG Managers Fairpointe Mid Cap Fund Class N CHTTX was added by kevin.gurney 5/6/2015 Vanguard 500 Index Fund Admiral Class VFIAX was added by kevin.gurney 5/6/2015 Putnam Equity Income Fund Class R5 PEQLX was added by kevin.gurney 5/6/2015 Remove American Funds The Growth Fund of America Class R-4 RGAEX was added by kevin.gurney 5/6/2015 Remove American Funds Capital Income Builder Class R-4 RIREX was added by kevin.gurney 5/6/2015 Vanguard Total International Stock Index Fund Admiral Shares VTIAX was added by kevin.gurney 5/6/2015 Remove Invesco Developing Markets Fund Class Y GTDYX was added by kevin.gurney 5/6/2015 American Funds SMALLCAP World Fund Class R-4 RSLEX was added by kevin.gurney 5/6/2015 Remove American Funds EuroPacific Growth Fund Class R-5 RERFX was added by kevin.gurney 5/6/2015 Remove Vanguard Extended Market Index Fund Admiral Shares VEXAX was added by kevin.gurney 5/6/2015 Remove American Funds Fundamental Investors Class R-4 RFNEX was added by kevin.gurney 5/6/2015 Remove

Updating Plan and Portfolio Allocations...

Please wait while we are processing the changes to your investment plan.
We are generating updated portfolio allocations for this plan, this may take up to a few seconds.