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Trader Joe's Company Retirement Plan
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Plan was created by
ravr084 on 9/2/2015
.
Number of Followers:
21
COMMENTS
help
brian
6/20/2021 3:13:59 PM
Plan is correct based on the company's 2019 form 5500 form.
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TRANSACTIONS
help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:
Name
Ticker
Action
Date
American Funds U.S. Government Money Market Fund Class R-4
RADXX
was added by brian
6/21/2021
Remove
American Funds U.S. Government Money Market Fund Class R-4
RADXX
was removed by brian
6/21/2021
Remove
Invesco Real Estate Fund Class A
IARAX
was removed by brian
6/20/2021
Invesco Real Estate Fund R5 Class
IARIX
was added by brian
6/20/2021
Remove
American Funds U.S. Government Money Market Fund Class R-4
RADXX
was added by brian
6/20/2021
Remove
iShares U.S. Aggregate Bond Index Fund
was added by brian
6/20/2021
Remove
BlackRock U.S. Total Bond Index Fund Investor A Shares
BMOAX
was removed by brian
6/20/2021
iShares Russell 2000 Small-Cap Index Fund
was added by brian
6/20/2021
Remove
iShares MSCI EAFE International Index Fund
was added by brian
6/20/2021
Remove
Invesco Stable Value Fund
was added by brian
6/20/2021
Remove
Invesco Stable Value Fund
was removed by brian
6/20/2021
Remove
AllianzGI NFJ Small-Cap Value Fund Class A
PCVAX
was removed by brian
6/20/2021
iShares S&P 500 Index Fund
was added by brian
6/20/2021
Remove
BlackRock S&P 500 Index Fund Investor A Shares
BSPAX
was removed by brian
6/20/2021
BlackRock S&P 500 Index Fund Investor A Shares
BSPAX
was added by ravr084
9/2/2015
American Funds EuroPacific Growth Fund Class R-4
REREX
was added by ravr084
9/2/2015
Remove
AllianzGI NFJ Small-Cap Value Fund Class A
PCVAX
was added by ravr084
9/2/2015
American Funds Invmt Co of Amer R4
RICEX
was added by ravr084
9/2/2015
Remove
American Funds American Balanced Fund Class R-4
RLBEX
was added by ravr084
9/2/2015
Remove
American Funds The Bond Fund of America Class R-4
RBFEX
was added by ravr084
9/2/2015
Remove
BlackRock U.S. Total Bond Index Fund Investor A Shares
BMOAX
was added by ravr084
9/2/2015
Invesco Stable Value Fund
was added by ravr084
9/2/2015
Remove
Invesco Real Estate Fund Class A
IARAX
was added by ravr084
9/2/2015
American Funds U.S. Government Securities Fund Class R-4
RGVEX
was added by ravr084
9/2/2015
Remove
American Funds The Income Fund of America Class R-4
RIDEX
was added by ravr084
9/2/2015
Remove
American Funds Washington Mutual Investors Fund Class R-4
RWMEX
was added by ravr084
9/2/2015
Remove
American Funds The Growth Fund of America Class R-4
RGAEX
was added by ravr084
9/2/2015
Remove
American Funds SMALLCAP World Fund Class R-4
RSLEX
was added by ravr084
9/2/2015
Remove
Plan Transactions
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