5/7/2018 3:13:35 PM
Plan created with a number of "proxies" that are similar to, but not identical to actual funds available in the plan.
We're using the following proxies: VBTIX (for Bond Fund), BIGPX (for Balanced Fund), SPY (for Large Cap Index Fund), TRLGX (for Large Cap Growth Fund), AMVAX (for Small-Mid Cap Value Fund), VEXAX (for Small-Mid Cap Index), TMDIX (for Small-Mid Cap Growth Fund), EFA (for International Equity Index Fund).
1/7/2020 3:27:20 PM
Removed Target date 2020 fund (as it's stopped trading), and changed the balanced fund to a better representation.