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401k, 403b plan

Peloton Interactive, Inc. Retirement Trust

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Plan was created by brian on 6/10/2021.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 6/10/2021 5:23:15 PM
Plan is exactly correct based on company's 2019 5500 filing.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Vanguard REIT Index Fund Admiral SharesVGSLXwas added by brian6/10/2021Remove
JPMorgan U.S. Small Company Fund Class R6JUSMXwas added by brian6/10/2021Remove
Janus Venture Fund Class NJVTNXwas added by brian6/10/2021Remove
Oppenheimer International Growth Fund Class IOIGIXwas added by brian6/10/2021Remove
BNY Small/Mid-Cap Growth Fund Class Ywas added by brian6/10/2021Remove
BlackRock High Yield Bond Portfolio Class KBRHYXwas added by brian6/10/2021Remove
Alger Spectra Fund Class ZASPZXwas added by brian6/10/2021Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by brian6/10/2021Remove
JPMorgan Core Bond Fund Class R6JCBUXwas added by brian6/10/2021Remove
Columbia Emerging Markets Fund Class Y SharesCEKYXwas added by brian6/10/2021Remove
American Beacon International Equity Fund Institutional ClassAAIEXwas added by brian6/10/2021Remove
American Beacon Bridgeway Large Cap Value Fund Institutional ClassBRLVXwas added by brian6/10/2021Remove
American Beacon Mid Cap Value Fund Institutional ClassAACIXwas added by brian6/10/2021Remove
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by brian6/10/2021Remove
Victory Integrity Small-Cap Value Fund Class R6MVSSXwas added by brian6/10/2021Remove
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by brian6/10/2021Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by brian6/10/2021Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by brian6/10/2021Remove
US Cash / Money MarketUSCASHwas added by brian6/10/2021Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by brian6/10/2021Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by brian6/10/2021Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by brian6/10/2021Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by brian6/10/2021Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by brian6/10/2021Remove
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXwas added by brian6/10/2021Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by brian6/10/2021Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by brian6/10/2021Remove
Vanguard Dividend Growth Fund Investor SharesVDIGXwas added by brian6/10/2021Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by brian6/10/2021Remove
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXwas added by brian6/10/2021Remove
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