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Mastercard Savings Plan

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Plan was created by bmurphy on 9/7/2018.
Number of Followers: 6


COMMENTS plan comments help
comment plan bmurphy 9/7/2018 3:00:55 PM
Missing Goldman Sachs Ssmall/Mid Cap Value R6 as of 9/7/18.

comment plan brian 6/16/2021 1:10:54 PM
Plan is correct based on company's 2019 5500 form filing. Using various proxies to model some of the fund options.

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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 
William Blair Emerging Markets Leaders Fund Class IWBELXwas added by brian6/21/2021Remove
William Blair Emerging Markets Leaders Fund Class IWBELXwas removed by brian6/21/2021Remove
International Stock Index - Class C (State Street)was added by brian6/16/2021Remove
Inflation Protected Bond Index - Class C (State Street)was added by brian6/16/2021Remove
U.S. Large Cap Value Equity Fund (Northern Trust)was added by brian6/16/2021Remove
Artisan International Growth Trustwas added by brian6/16/2021Remove
Prudential Core Plus Bond Fundwas added by brian6/16/2021Remove
Russell Small/Mid Cap Index - Class Kwas added by brian6/16/2021Remove
State Street S&P 500 Index - Class Kwas added by brian6/16/2021Remove
William Blair Emerging Markets Leaders Fund Class IWBELXwas added by brian6/16/2021Remove
MacKay High Yield Corporate Bond Fund Class R6was added by brian6/16/2021Remove
Goldman Sachs Small/Mid Cap Value R6GMCUXwas added by brian6/16/2021Remove
AB Discovery Growth ZCHCZXwas added by brian6/16/2021Remove
Federal Money Market Fund Investor Shareswas added by brian6/16/2021Remove
U.S. Large Cap Growth Equity Fund (T. Rowe Price)was added by brian6/16/2021Remove
U.S. Large Cap Growth Equity Fund (T. Rowe Price)was removed by brian6/16/2021Remove
U.S. Large Cap Growth Equity Fund (T. Rowe Price)was added by brian6/16/2021Remove
Federal Money Market Fund Investor Shareswas removed by brian6/16/2021Remove
Inflation Protected Fixed Income Fundwas removed by brian6/16/2021
MacKay High Yield Corporate Bond Fund Class R6was removed by brian6/16/2021Remove
U.S. Large Cap Value Equity Fundwas removed by brian6/16/2021
U.S. Large Cap Equity Fund - Passivewas removed by brian6/16/2021
U.S. Large Cap Growth Equity Fund (T. Rowe Price)was removed by brian6/16/2021Remove
U.S. Small-Mid Cap Equity Fund - Passivewas removed by brian6/16/2021
U.S. Small-Mid Cap Growth Equity Fundwas removed by brian6/16/2021
Emerging Markets Equity Fundwas removed by brian6/16/2021
Artisan International Growth Trustwas removed by brian6/16/2021Remove
International Equity Fund - Passivewas removed by brian6/16/2021
Intermediate Term Fixed Income Fundwas removed by brian6/16/2021
Intermediate Term Fixed Income Fundwas added by bmurphy9/8/2018
U.S. Small-Mid Cap Equity Fund - Passivewas removed by bmurphy9/8/2018
U.S. Small-Mid Cap Equity Fund - Passivewas added by bmurphy9/8/2018
International Equity Fund - Passivewas added by bmurphy9/8/2018
Artisan International Growth Trustwas added by bmurphy9/8/2018Remove
Artisan International Growth Trustwas removed by bmurphy9/8/2018Remove
Emerging Markets Equity Fundwas added by bmurphy9/8/2018
Emerging Markets Equity Fundwas removed by bmurphy9/8/2018
U.S. Small-Mid Cap Growth Equity Fundwas added by bmurphy9/8/2018
U.S. Small-Mid Cap Growth Equity Fundwas removed by bmurphy9/8/2018
U.S. Small-Mid Cap Equity Fund - Passivewas added by bmurphy9/8/2018
U.S. Small-Mid Cap Equity Fund - Passivewas removed by bmurphy9/8/2018
U.S. Large Cap Growth Equity Fund (T. Rowe Price)was added by bmurphy9/8/2018Remove
U.S. Large Cap Growth Equity Fund (T. Rowe Price)was removed by bmurphy9/8/2018Remove
U.S. Large Cap Equity Fund - Passivewas added by bmurphy9/8/2018
U.S. Large Cap Equity Fund - Passivewas removed by bmurphy9/8/2018
U.S. Large Cap Value Equity Fundwas added by bmurphy9/8/2018
U.S. Large Cap Value Equity Fundwas removed by bmurphy9/8/2018
MacKay High Yield Corporate Bond Fund Class R6was added by bmurphy9/8/2018Remove
MacKay High Yield Corporate Bond Fund Class R6was removed by bmurphy9/8/2018Remove
Inflation Protected Fixed Income Fundwas added by bmurphy9/8/2018
Inflation Protected Fixed Income Fundwas removed by bmurphy9/8/2018
Federal Money Market Fund Investor Shareswas added by bmurphy9/8/2018Remove
Federal Money Market Fund Investor Shareswas removed by bmurphy9/8/2018Remove
MacKay High Yield Corporate Bond Fund Class R6was added by bmurphy9/7/2018Remove
State Street Target Retirement 2060 Fund Class KSSDYXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2055 Fund Class KSSDQXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2050 Fund Class KSSDLXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2045 Fund Class KSSDEXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2035 Fund Class KSSCKXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2030 Fund Class KSSBYXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2025 Fund Class KSSBSXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2020 Fund Class KSSBOXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2015 Fund Class KSSBHXwas added by bmurphy9/7/2018Remove
State Street Target Retirement Fund Class KSSFOXwas added by bmurphy9/7/2018Remove
Federal Money Market Fund Investor Shareswas added by bmurphy9/7/2018Remove
State Street Target Retirement 2040 Fund Class KSSCQXwas added by bmurphy9/7/2018Remove
Inflation Protected Fixed Income Fundwas added by bmurphy9/7/2018
U.S. Large Cap Equity Fund - Passivewas added by bmurphy9/7/2018
U.S. Large Cap Growth Equity Fund (T. Rowe Price)was added by bmurphy9/7/2018Remove
U.S. Small-Mid Cap Equity Fund - Passivewas added by bmurphy9/7/2018
U.S. Small-Mid Cap Growth Equity Fundwas added by bmurphy9/7/2018
EB U.S. Real Estate Securities Fundwas added by bmurphy9/7/2018Remove
Artisan International Growth Trustwas added by bmurphy9/7/2018Remove
Emerging Markets Equity Fundwas added by bmurphy9/7/2018
U.S. Large Cap Value Equity Fundwas added by bmurphy9/7/2018
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