| Name | Ticker | Action | Date | |
| Russell Inv. Retirement Fund 6 | | was removed by xglekwa | 5/19/2019 | |
| Russell Inv. 2020 Strategy Fund 6 | | was removed by xglekwa | 5/19/2019 | |
| Russell Inv. 2025 Strategy Fund 6 | | was removed by xglekwa | 5/19/2019 | |
| Russell Inv. 2030 Strategy Fund 6 | | was removed by xglekwa | 5/19/2019 | |
| Russell Inv. 2035 Strategy Fund 6 | | was removed by xglekwa | 5/19/2019 | |
| Russell Inv. 2040 Strategy Fund 6 | | was removed by xglekwa | 5/19/2019 | |
| Russell Inv. 2045 Strategy Fund 6 | | was removed by xglekwa | 5/19/2019 | |
| Russell Inv. 2050 Strategy Fund 6 | | was removed by xglekwa | 5/19/2019 | |
| Russell Inv. 2055 Strategy Fund 6 | | was removed by xglekwa | 5/19/2019 | |
| Russell Inv. 2060 Strategy Fund 6 | | was removed by xglekwa | 5/19/2019 | |
| American Funds 2060 Target Date Retirement Fund Class R-6 | RFUTX | was added by xglekwa | 5/19/2019 | Remove |
| American Funds 2055 Target Date Retirement Fund Class R-6 | RFKTX | was added by xglekwa | 5/19/2019 | Remove |
| American Funds 2050 Target Date Retirement Fund Class R-6 | RFITX | was added by xglekwa | 5/19/2019 | Remove |
| American Funds 2045 Target Date Retirement Fund Class R-6 | RFHTX | was added by xglekwa | 5/19/2019 | Remove |
| American Funds 2040 Target Date Retirement Fund Class R-6 | RFGTX | was added by xglekwa | 5/19/2019 | Remove |
| American Funds 2035 Target Date Retirement Fund Class R-6 | RFFTX | was added by xglekwa | 5/19/2019 | Remove |
| American Funds 2030 Target Date Retirement Fund Class R-6 | RFETX | was added by xglekwa | 5/19/2019 | Remove |
| American Funds 2025 Target Date Retirement Fund Class R-6 | RFDTX | was added by xglekwa | 5/19/2019 | Remove |
| American Funds 2020 Target Date Retirement Fund Class R-6 | RRCTX | was added by xglekwa | 5/19/2019 | Remove |
| American Funds 2015 Target Date Retirement Fund Class R-6 | RFJTX | was added by xglekwa | 5/19/2019 | Remove |
| American Funds 2010 Target Date Retirement Fund Class R-6 | RFTTX | was added by xglekwa | 5/19/2019 | Remove |
| JPMCB Equity Index Fund CF-A | | was added by bmurphy | 4/10/2019 | Remove |
| JPMCB Equity Index Fund CF-A | | was removed by bmurphy | 4/10/2019 | Remove |
| CF-B Navistar International Common Stock | | was added by bmurphy | 4/10/2019 | Remove |
| CF-B Navistar International Common Stock | | was removed by bmurphy | 4/10/2019 | Remove |
| Russell Inv. 2060 Strategy Fund 6 | | was added by bmurphy | 4/10/2019 | |
| Russell Inv. 2055 Strategy Fund 6 | | was added by bmurphy | 4/10/2019 | |
| Russell Inv. 2055 Strategy Fund 6 | | was removed by bmurphy | 4/10/2019 | |
| Russell Inv. 2055 Strategy Fund 6 | | was added by bmurphy | 4/10/2019 | |
| Russell Inv. 2050 Strategy Fund 6 | | was added by bmurphy | 4/10/2019 | |
| Russell Inv. 2045 Strategy Fund 6 | | was added by bmurphy | 4/10/2019 | |
| Russell Inv. 2040 Strategy Fund 6 | | was added by bmurphy | 4/10/2019 | |
| Russell Inv. 2035 Strategy Fund 6 | | was added by bmurphy | 4/10/2019 | |
| Russell Inv. 2030 Strategy Fund 6 | | was added by bmurphy | 4/10/2019 | |
| Russell Inv. 2025 Strategy Fund 6 | | was added by bmurphy | 4/10/2019 | |
| Russell Inv. 2020 Strategy Fund 6 | | was added by bmurphy | 4/10/2019 | |
| Russell Inv. Retirement Fund 6 | | was added by bmurphy | 4/10/2019 | |
| CF-B Navistar International Common Stock | | was added by bmurphy | 4/10/2019 | Remove |
| JPMorgan Equity Index Fund Class A | OGEAX | was removed by bmurphy | 4/10/2019 | |
| JPMorgan Core Plus Bond Fund Class C | OBDCX | was removed by bmurphy | 4/10/2019 | |
| CF-B Navistar International Common Stock | | was removed by bmurphy | 4/10/2019 | Remove |
| Russell Retirement Fund - 6 | | was removed by bmurphy | 4/10/2019 | |
| Russell LifePoints 2050 Strategy Fund Class R1 | RYLRX | was removed by bmurphy | 4/10/2019 | |
| Russell LifePoints 2055 Strategy Fund Class R1 | RQLRX | was removed by bmurphy | 4/10/2019 | |
| Russell LifePoints 2020 Strategy Fund Class R1 | RLLRX | was removed by bmurphy | 4/10/2019 | |
| Russell LifePoints 2025 Strategy Fund Class R1 | RPLRX | was removed by bmurphy | 4/10/2019 | |
| Russell LifePoints 2030 Strategy Fund Class R1 | RRLRX | was removed by bmurphy | 4/10/2019 | |
| Russell LifePoints 2035 Strategy Fund Class R1 | RVLRX | was removed by bmurphy | 4/10/2019 | |
| Russell LifePoints 2040 Strategy Fund Class R1 | RXLRX | was removed by bmurphy | 4/10/2019 | |
| JPMorgan US Active Fixed Income | | was removed by bmurphy | 4/10/2019 | |
| Russell LifePoints 2045 Strategy Fund Class R1 | RWLRX | was removed by bmurphy | 4/10/2019 | |
| JPMorgan Core Plus Bond Fund Select Class | HLIPX | was added by bmurphy | 4/10/2019 | Remove |
| JPMorgan Equity Index Fund Class A | OGEAX | was added by bmurphy | 1/27/2019 | |
| JPMorgan Equity Index Fund Class A | OGEAX | was removed by bmurphy | 1/27/2019 | |
| CF-B Navistar International Common Stock | | was added by bmurphy | 12/16/2018 | Remove |
| CF-B Navistar International Common Stock | | was removed by bmurphy | 12/16/2018 | Remove |
| JPM CB Stable Asset Income | | was added by bmurphy | 12/16/2018 | Remove |
| JPM CB Stable Asset Income | | was removed by bmurphy | 12/16/2018 | Remove |
| JPMorgan Equity Index Fund Class A | OGEAX | was added by xglekwa | 12/16/2018 | |
| JPMorgan Core Plus Bond Fund Class C | OBDCX | was added by xglekwa | 12/16/2018 | |
| JPMorgan US Active Fixed Income | | was added by bmurphy | 8/9/2015 | |
| JPMorgan US Active Fixed Income | | was removed by bmurphy | 8/9/2015 | |
| CF-B Navistar International Common Stock | | was added by bmurphy | 8/9/2015 | Remove |
| MFS Institutional International Equity Fund | MIEIX | was added by bmurphy | 8/9/2015 | Remove |
| T. Rowe Price Institutional Small-Cap Stock Fund | TRSSX | was added by bmurphy | 8/9/2015 | Remove |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund | PMEGX | was added by bmurphy | 8/9/2015 | Remove |
| Gabelli Asset Fund Class I | GABIX | was added by bmurphy | 8/9/2015 | Remove |
| MainStay Large Cap Growth Fund Class R6 | MLRSX | was added by bmurphy | 8/9/2015 | Remove |
| JPMCB Equity Index Fund CF-A | | was added by bmurphy | 8/9/2015 | Remove |
| Russell LifePoints 2055 Strategy Fund Class R1 | RQLRX | was added by bmurphy | 8/9/2015 | |
| Russell LifePoints 2050 Strategy Fund Class R1 | RYLRX | was added by bmurphy | 8/9/2015 | |
| Russell LifePoints 2045 Strategy Fund Class R1 | RWLRX | was added by bmurphy | 8/9/2015 | |
| Russell LifePoints 2040 Strategy Fund Class R1 | RXLRX | was added by bmurphy | 8/9/2015 | |
| Russell LifePoints 2035 Strategy Fund Class R1 | RVLRX | was added by bmurphy | 8/9/2015 | |
| Russell LifePoints 2030 Strategy Fund Class R1 | RRLRX | was added by bmurphy | 8/9/2015 | |
| Russell LifePoints 2025 Strategy Fund Class R1 | RPLRX | was added by bmurphy | 8/9/2015 | |
| Russell LifePoints 2020 Strategy Fund Class R1 | RLLRX | was added by bmurphy | 8/9/2015 | |
| Russell Retirement Fund - 6 | | was added by bmurphy | 8/9/2015 | |
| Eaton Vance Large Cap Value - R6 | | was added by bmurphy | 8/9/2015 | Remove |
| JPMorgan US Active Fixed Income | | was added by bmurphy | 8/9/2015 | |
| JPM CB Stable Asset Income | | was added by bmurphy | 8/9/2015 | Remove |