HCA 401(K) Plan

Kivalia 11/1/2012 3:59:42 PM
Private HCA fund options have been modeled using corresponding Vanguard mutual funds. The To-Go funds are modeled as the Vanguard target funds (2015 to 2055). The iShares GSCI fund was used to model the Commodities Index Fund.

bmurphy 6/13/2014 2:03:16 PM
The plan was revamped to add appropriate proxies for each of the investment options available to plan participants. Expenses shown on Kivalia will likely be a few bps higher than in actuality.

vietle.tuan 8/7/2018 12:43:11 AM
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brian 5/2/2021 2:14:03 PM
Plan is correct as of 5/2/21.

brian 5/15/2021 1:34:57 PM
Plan is correct as of 5/15/21.

marlonlopez15 6/11/2021 8:05:52 AM
just adjust mine i will let you guys know

brian 6/12/2021 10:40:39 PM
Sounds good Marlon - I suspect it should work out well for you...

marlonlopez15 6/15/2021 3:09:58 PM
thanks brian

marlonlopez15 6/15/2021 7:10:54 PM
now this never change ? its for the whole year? tu

brian 6/19/2021 1:21:38 PM
Models are updated quarterly, and emails are sent to all subscribers when updates have been completed.

Name	Ticker	Action	Date
Real Estate Investment Trust Index Fund		was added by brian	5/29/2021	Remove
Small Company Growth Index Fund		was added by brian	5/29/2021	Remove
Small Company Growth Index Fund		was removed by sdayton	5/27/2021	Remove
Real Estate Investment Trust Index Fund		was removed by sdayton	5/27/2021
Real Estate Investment Trust Index Fund		was added by brian	5/15/2021
Real Estate Investment Trust Index Fund		was removed by brian	5/15/2021
Small Company Growth Index Fund		was added by brian	5/15/2021	Remove
Small Company Value Index Fund		was added by brian	5/15/2021	Remove
Large Company Growth Index Fund		was added by brian	5/15/2021	Remove
High-Yield Corporate Bond Fund		was added by brian	5/15/2021	Remove
Long-Term Government Bond Index Fund		was added by brian	5/15/2021	Remove
Inflation-Protected Treasury Index Fund		was added by brian	5/15/2021	Remove
Investment Grade Bond Index Fund		was added by brian	5/15/2021	Remove
International Equity Index Fund		was added by brian	5/15/2021	Remove
S&P 500 Index Fund		was added by brian	5/15/2021	Remove
Commodities Index Fund		was added by brian	5/15/2021	Remove
Real Estate Investment Trust Index Fund		was added by brian	5/15/2021
Emerging Markets Stock Index Fund		was added by brian	5/15/2021	Remove
Interest Income Fund		was added by brian	5/15/2021	Remove
45-To-Go Fund		was added by brian	5/15/2021	Remove
15-To-Go Fund		was added by brian	5/15/2021	Remove
15-To-Go Fund		was removed by brian	5/15/2021	Remove
35-To-Go Fund		was added by brian	5/15/2021	Remove
25-To-Go Fund		was added by brian	5/15/2021	Remove
15-To-Go Fund		was added by brian	5/15/2021	Remove
5-To-Go-Fund		was added by brian	5/15/2021	Remove
High-Yield Corporate Bond Fund		was removed by Deleted User	5/13/2021	Remove
Long-Term Government Bond Index Fund		was removed by Deleted User	5/13/2021	Remove
Investment Grade Bond Index Fund		was removed by Deleted User	5/13/2021	Remove
Large Company Growth Index Fund		was removed by Deleted User	5/13/2021	Remove
Small Company Value Index Fund		was removed by Deleted User	5/13/2021	Remove
Small Company Growth Index Fund		was removed by Deleted User	5/13/2021	Remove
Commodities Index Fund		was removed by Deleted User	5/13/2021	Remove
International Equity Index Fund		was removed by Deleted User	5/13/2021	Remove
S&P 500 Index Fund		was removed by Deleted User	5/13/2021	Remove
Emerging Markets Stock Index Fund		was removed by Deleted User	5/13/2021
Interest Income Fund		was removed by Deleted User	5/13/2021
5-To-Go-Fund		was removed by Deleted User	5/13/2021	Remove
Real Estate Investment Trust Index Fund		was removed by Deleted User	5/13/2021
Inflation Protection Treasury Index Fund		was removed by Deleted User	5/13/2021
45-To-Go Fund		was removed by Deleted User	5/13/2021	Remove
35-To-Go Fund		was removed by Deleted User	5/13/2021	Remove
25-To-Go Fund		was removed by Deleted User	5/13/2021	Remove
15-To-Go Fund		was removed by Deleted User	5/13/2021	Remove
Real Estate Investment Trust Index Fund		was added by brian	5/2/2021
Inflation Protection Treasury Index Fund		was added by brian	5/2/2021
45-To-Go Fund		was added by brian	7/20/2019	Remove
35-To-Go Fund		was added by brian	7/20/2019	Remove
25-To-Go Fund		was added by brian	7/20/2019	Remove
15-To-Go Fund		was added by brian	7/20/2019	Remove
5-To-Go-Fund		was added by brian	7/20/2019	Remove
15-To-Go Fund		was removed by brian	7/20/2019
15-To-Go Fund		was removed by brian	7/20/2019	Remove
5-To-Go-Fund		was removed by brian	7/20/2019	Remove
45-To-Go Fund		was removed by wendy.stern	1/4/2019
Abercrombie & Fitch Co.	ANF	was removed by bmurphy	9/28/2018
Abercrombie & Fitch Co.	ANF	was added by vietle.tuan	9/27/2018
45-To-Go Fund		was added by bmurphy	8/17/2018
Emerging Markets Stock Index Fund		was added by bmurphy	8/17/2018
Interest Income Fund		was added by bmurphy	8/17/2018
Emerging Markets Stock Index Fund		was removed by vietle.tuan	8/16/2018	Remove
Interest Income Fund		was removed by vietle.tuan	8/16/2018
25-To-Go Fund		was removed by vietle.tuan	8/16/2018	Remove
Altera Corporation	ALTR	was removed by bmurphy	8/8/2018
Altera Corporation	ALTR	was added by vietle.tuan	8/7/2018
Abercrombie & Fitch Co.	ANF	was removed by vietle.tuan	8/7/2018
Abercrombie & Fitch Co.	ANF	was added by vietle.tuan	8/7/2018
25-To-Go Fund		was added by bmurphy	7/21/2017	Remove
15-To-Go Fund		was added by bmurphy	7/21/2017	Remove
5-To-Go-Fund		was added by bmurphy	7/21/2017	Remove
15-To-Go Fund		was added by bmurphy	7/21/2017
15-To-Go Fund		was removed by bmurphy	7/21/2017	Remove
5-To-Go-Fund		was removed by bmurphy	7/21/2017	Remove
15-To-Go Fund		was removed by bmurphy	7/21/2017
Inflation-Protected Treasury Index Fund		was removed by jandrew.sweetwater	7/10/2017	Remove
5-To-Go Fund		was removed by barrenaresh	10/10/2016
Real Estate Investment Trust Index Fund		was removed by bmurphy	1/18/2016
15-To-Go Fund		was removed by roofr3	8/12/2015
5-To-Go Fund		was added by bmurphy	6/13/2014
Emerging Markets Stock Index Fund		was added by bmurphy	6/13/2014	Remove
Vanguard Global ex-U.S. Real Estate ETF	VNQI	was removed by bmurphy	6/13/2014
Interest Income Fund		was added by bmurphy	6/13/2014
Interest Income Fund		was removed by bmurphy	6/13/2014	Remove
iShares S&P GSCI Commodity Indexed Trust	GSG	was removed by bmurphy	6/13/2014
Commodities Index Fund		was added by bmurphy	6/13/2014	Remove
Real Estate Investment Trust Index Fund		was added by bmurphy	6/13/2014
Vanguard REIT Index Fund Investor Shares	VGSIX	was removed by bmurphy	6/13/2014
Vanguard Emerging Markets Stock Index Fund Investor Shares	VEIEX	was removed by bmurphy	6/13/2014
Small Company Growth Index Fund		was added by bmurphy	6/13/2014	Remove
Small Company Value Index Fund		was added by bmurphy	6/13/2014	Remove
Large Company Growth Index Fund		was added by bmurphy	6/13/2014	Remove
Large Company Value Index Fund		was added by bmurphy	6/13/2014	Remove
Vanguard Small-Cap Value Index Fund Institutional Shares	VSIIX	was removed by bmurphy	6/13/2014
Vanguard Small Capitalization Growth Index Fund Investor Shares	VISGX	was removed by bmurphy	6/13/2014
Vanguard U.S. Value Fund Investor Shares	VUVLX	was removed by bmurphy	6/13/2014
Vanguard U.S Growth Portfolio Fund Investor Shares	VWUSX	was removed by bmurphy	6/13/2014
High-Yield Corporate Bond Fund		was added by bmurphy	6/13/2014	Remove
Vanguard High-Yield Corporate Fund Investor Shares	VWEHX	was removed by bmurphy	6/13/2014
Long-Term Government Bond Index Fund		was added by bmurphy	6/13/2014	Remove
Vanguard Long-Term Bond Index Fund Investor Shares	VBLTX	was removed by bmurphy	6/13/2014
Inflation-Protected Treasury Index Fund		was added by bmurphy	6/13/2014	Remove
Inflation-Protected Treasury Index Fund		was removed by bmurphy	6/13/2014	Remove
Investment Grade Bond Index Fund		was added by bmurphy	6/13/2014	Remove
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	was removed by bmurphy	6/13/2014
International Equity Index Fund		was added by bmurphy	6/13/2014	Remove
S&P 500 Index Fund		was added by bmurphy	6/13/2014	Remove
Vanguard 500 Index Fund Investor Class	VFINX	was removed by bmurphy	6/13/2014
25-To-Go Fund		was removed by bmurphy	6/13/2014	Remove
35-To-Go Fund		was removed by bmurphy	6/13/2014	Remove
Interest Income Fund		was added by bmurphy	6/13/2014	Remove
Interest Income Fund		was removed by bmurphy	6/13/2014
15-To-Go Fund		was added by bmurphy	6/13/2014	Remove
15-To-Go Fund		was removed by bmurphy	6/13/2014	Remove
5-To-Go-Fund		was added by bmurphy	6/13/2014	Remove
5-To-Go-Fund		was removed by bmurphy	6/13/2014	Remove
15-To-Go Fund		was added by bmurphy	6/13/2014
15-To-Go Fund		was added by bmurphy	6/13/2014
15-To-Go Fund		was removed by bmurphy	6/13/2014
Vanguard U.S Growth Portfolio Fund Investor Shares	VWUSX	was added by Kivalia	11/1/2012
Vanguard Small Capitalization Growth Index Fund Investor Shares	VISGX	was added by Kivalia	11/1/2012
Vanguard Small-Cap Value Index Fund Institutional Shares	VSIIX	was added by Kivalia	11/1/2012
Vanguard Emerging Markets Stock Index Fund Investor Shares	VEIEX	was added by Kivalia	11/1/2012
Vanguard REIT Index Fund Investor Shares	VGSIX	was added by Kivalia	11/1/2012
iShares S&P GSCI Commodity Indexed Trust	GSG	was added by Kivalia	11/1/2012
Vanguard U.S. Value Fund Investor Shares	VUVLX	was added by Kivalia	11/1/2012
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	was added by Kivalia	11/1/2012
Vanguard 500 Index Fund Investor Class	VFINX	was added by Kivalia	11/1/2012
Vanguard Global ex-U.S. Real Estate ETF	VNQI	was added by Kivalia	11/1/2012
Inflation-Protected Treasury Index Fund		was added by Kivalia	11/1/2012	Remove
Vanguard Long-Term Bond Index Fund Investor Shares	VBLTX	was added by Kivalia	11/1/2012
Vanguard High-Yield Corporate Fund Investor Shares	VWEHX	was added by Kivalia	11/1/2012
15-To-Go Fund		was added by Kivalia	11/1/2012
5-To-Go-Fund		was added by Kivalia	11/1/2012	Remove
15-To-Go Fund		was added by Kivalia	11/1/2012	Remove
25-To-Go Fund		was added by Kivalia	11/1/2012	Remove
35-To-Go Fund		was added by Kivalia	11/1/2012	Remove
Interest Income Fund		was added by Kivalia	11/1/2012