Teamsters/Ups National 401(K) Tax Deferred Savings Plan

bmurphy 4/30/2015 12:20:17 PM
Used Vanguard target date funds to proxy the Bright Horizon target date series. Used iShares ETFs for other funds. Balanced fund was not included as this is a 50/50 (SPY/Agg) weight and no proxies found for it.

bmurphy 9/25/2017 1:31:29 PM
Removed Bright Horizon 2010 Fund.

brian 1/16/2020 10:28:39 AM
Added Bright Horizon 2060 Fund.

brian 9/2/2020 11:19:31 AM
Plan is correct as of today - missing balanced fund as there is no appropriate proxy.

brian 6/8/2021 10:27:06 PM
Plan is correct as of today based on 2019 5500 filing.

Name	Ticker	Action	Date
Government Short-term Investment Fund		was added by brian	9/2/2020	Remove
Government Short-term Investment Fund		was removed by brian	9/2/2020	Remove
Russell 2000 Index Fund		was added by brian	9/2/2020	Remove
Russell 2000 Index Fund		was removed by brian	9/2/2020	Remove
S&P MidCap 400 Index Fund		was added by brian	9/2/2020	Remove
Mid Cap Stock - Blend		was removed by brian	9/2/2020
S&P 500 Equity Index Fund		was added by brian	9/2/2020	Remove
S&P 500 Equity Index Fund		was removed by brian	9/2/2020	Remove
Bright Horizon 2060 Fund		was added by brian	1/16/2020	Remove
Bright Horizon 2010 Fund		was removed by bmurphy	9/25/2017
Bright Horizon 2050 Fund		was added by bmurphy	4/30/2015	Remove
Bright Horizon 2055 Fund		was added by bmurphy	4/30/2015	Remove
Bright Horizon Retirement Income Fund		was added by bmurphy	4/30/2015	Remove
U.S. REIT Index Fund		was added by bmurphy	4/30/2015	Remove
International Index Fund		was added by bmurphy	4/30/2015	Remove
Bright Horizon 2010 Fund		was added by bmurphy	4/30/2015
Bright Horizon 2015 Fund		was added by bmurphy	4/30/2015	Remove
Bright Horizon 2020 Fund		was added by bmurphy	4/30/2015	Remove
Bright Horizon 2025 Fund		was added by bmurphy	4/30/2015	Remove
Bright Horizon 2030 Fund		was added by bmurphy	4/30/2015	Remove
Bright Horizon 2035 Fund		was added by bmurphy	4/30/2015	Remove
Bright Horizon 2040 Fund		was added by bmurphy	4/30/2015	Remove
Bright Horizon 2045 Fund		was added by bmurphy	4/30/2015	Remove
Government Short-term Investment Fund		was added by bmurphy	4/30/2015	Remove
Bond Market Index Fund		was added by bmurphy	4/30/2015	Remove
Stable Value Fund		was added by bmurphy	4/30/2015	Remove
S&P 500 Equity Index Fund		was added by bmurphy	4/30/2015	Remove
Mid Cap Stock - Blend		was added by bmurphy	4/30/2015
Russell 2000 Index Fund		was added by bmurphy	4/30/2015	Remove