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401k, 403b plan

Lowes 401(K) Plan

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Plan was created by a.antonson on 1/19/2014.
Number of Followers: 22


COMMENTS plan comments help
comment plan brian 1/18/2020 12:32:19 PM
Plan updated based on 12/31/18 plan from company's 11-K. Using Vanguard funds to proxy both Growth & Income funds. Using PIMCO Inflation Strategy fund to proxy Inflation Strategy Fund.

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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 
Virtus Ceredex Mid-Cap Value Equity R6was added by brian6/12/2021Remove
Undiscovered Mgrs. Behavioral Value R6was added by brian6/12/2021Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by brian6/12/2021Remove
Oakmark Equity And Income Fund Class IOAKBXwas added by brian6/12/2021Remove
Oppenheimer International Bond Fund Class AOIBAXwas added by brian6/12/2021Remove
Hartford Small Cap Growth Fund Class YHSLYXwas added by brian6/12/2021Remove
Great-West Moderate Profile Instl.mxitxwas added by brian6/12/2021Remove
Great-West Moderately Conservative Profile I Fund Initial ClassMXTPXwas added by brian6/12/2021Remove
Great-West Moderately Aggressive Profile I Fund Initial ClassMXRPXwas added by brian6/12/2021Remove
Great-West Lifetime 2055 Fund Class T1MXXLXwas added by brian6/12/2021Remove
Great-West Lifetime 2045 Fund Class T1MXRLXwas added by brian6/12/2021Remove
Great-West Lifetime 2035 Fund Class T1MXLLXwas added by brian6/12/2021Remove
Great-West Lifetime 2025 Fund Class T1MXFLXwas added by brian6/12/2021Remove
Great-West Lifetime 2015 Fund Class T1MXLZXwas added by brian6/12/2021Remove
Great-West Conservative Profile Instl.mxkvxwas added by brian6/12/2021Remove
Great-West Aggressive Profile Instl.mxgtxwas added by brian6/12/2021Remove
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6ERASXwas added by brian6/12/2021Remove
BNY Mellon Opportunistic Midcap Value Ywas added by brian6/12/2021Remove
Artisan International Fund Institutional ClassAPHIXwas added by brian6/12/2021Remove
American Funds Growth Portfolio Class R-6RGWGXwas added by brian6/12/2021Remove
American Funds Capital World Growth and Income Fund Class R-6RWIGXwas added by brian6/12/2021Remove
Lowe's Companies, Inc.LOWwas added by brian1/18/2020Remove
Lowe's Companies, Inc.LOWwas removed by brian1/18/2020Remove
Inflation Strategy Fundwas added by brian1/18/2020Remove
Income Fundwas added by brian1/18/2020Remove
Growth Fundwas added by brian1/18/2020Remove
Lowe's Companies, Inc.LOWwas added by brian1/18/2020Remove
Capital Preservation Fundwas added by brian1/18/2020Remove
Capital Preservation Fundwas removed by brian1/18/2020Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by brian1/18/2020Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by brian1/18/2020Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas removed by brian1/18/2020
American Funds The New Economy Fund Class R-6RNGGXwas removed by brian1/18/2020
T. Rowe Price Institutional Mid-Cap Equity Growth FundPMEGXwas removed by brian1/18/2020
T. Rowe Price Small-Cap Value FundPRSVXwas removed by brian1/18/2020
Eagle Small Cap Growth Fund Class R6HSRUXwas removed by brian1/18/2020
American Funds EuroPacific Growth Fund Class R-6RERGXwas removed by brian1/18/2020
Lowe's Companies, Inc.LOWwas removed by brian1/18/2020Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas removed by brian1/18/2020Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by brian1/18/2020Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas removed by brian1/18/2020Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas removed by brian1/18/2020Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas removed by brian1/18/2020Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas removed by brian1/18/2020Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas removed by brian1/18/2020Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas removed by brian1/18/2020Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas removed by brian1/18/2020Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas removed by brian1/18/2020Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas removed by brian1/18/2020Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas removed by brian1/18/2020
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by a.antonson1/19/2014Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by a.antonson1/19/2014Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by a.antonson1/19/2014Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by a.antonson1/19/2014Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by a.antonson1/19/2014Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by a.antonson1/19/2014Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by a.antonson1/19/2014Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by a.antonson1/19/2014Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by a.antonson1/19/2014Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by a.antonson1/19/2014
PIMCO Total Return Fund Institutional ClassPTTRXwas added by a.antonson1/19/2014Remove
Lowe's Companies, Inc.LOWwas added by a.antonson1/19/2014Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by a.antonson1/19/2014
Eagle Small Cap Growth Fund Class R6HSRUXwas added by a.antonson1/19/2014
T. Rowe Price Small-Cap Value FundPRSVXwas added by a.antonson1/19/2014
T. Rowe Price Institutional Mid-Cap Equity Growth FundPMEGXwas added by a.antonson1/19/2014
American Funds The New Economy Fund Class R-6RNGGXwas added by a.antonson1/19/2014
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by a.antonson1/19/2014
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by a.antonson1/19/2014Remove
Capital Preservation Fundwas added by a.antonson1/19/2014Remove
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