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Walgreen Profit-Sharing Retirement Plan

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Plan was created by brian on 6/13/2021.
Number of Followers: 2


COMMENTS plan comments help
comment plan brian 6/13/2021 10:54:13 AM
Plan is mostly complete based on company's 2019 5500 Form filing. Missing Arrowstreet Intl. Equity & Manulife Asset Mgmt. Strategic Fixed Income. Also using Vanguard Instl. target date funds to proxy NT Fcous target date funds.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Robeco Boston Partners LargeCapValue InvBPLIXwas added by brian6/16/2021Remove
Robeco Boston Partners LargeCapValue InvBPLIXwas removed by brian6/16/2021Remove
Boston Partners Large Cap Valuewas removed by brian6/13/2021
Robeco Boston Partners LargeCapValue InvBPLIXwas added by brian6/13/2021Remove
Boston Partners Large Cap Valuewas added by brian6/13/2021
JPM Core Bond Fundwas added by brian6/13/2021Remove
Principal Diversified Real Assetwas added by brian6/13/2021Remove
SSgA all Cap Equity ex-US Index Secxuritieswas added by brian6/13/2021Remove
SS Russell Small/Mid Cap Index Securitieswas added by brian6/13/2021Remove
SS S&P 500 Indexwas added by brian6/13/2021Remove
SS US Bond Index Securitieswas added by brian6/13/2021Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by brian6/13/2021Remove
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas added by brian6/13/2021Remove
Financial Investment TR Grandeur Peak Intl. Opportunities - Instl.was added by brian6/13/2021Remove
Longleaf Partners Small-Cap FundLLSCXwas added by brian6/13/2021Remove
PRIMECAP Odyssey Aggressive Growth FundPOAGXwas added by brian6/13/2021Remove
Dodge & Cox Income FundDODIXwas added by brian6/13/2021Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by brian6/13/2021Remove
NT Focus 2015was added by brian6/13/2021Remove
NT Focus 2010was added by brian6/13/2021Remove
NT Focus 2020was added by brian6/13/2021Remove
NT Focus 2025was added by brian6/13/2021Remove
NT Focus 2030was added by brian6/13/2021Remove
NT Focus 2035was added by brian6/13/2021Remove
NT Focus 2040was added by brian6/13/2021Remove
NT Focus 2045was added by brian6/13/2021Remove
NT Focus 2050was added by brian6/13/2021Remove
NT Focus 2055was added by brian6/13/2021Remove
NT Focus 2060was added by brian6/13/2021Remove
NT Focus Incomewas added by brian6/13/2021Remove
Short Term Investment Fundwas added by brian6/13/2021Remove
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Plan Transactions

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