Insperity 401K Plan

brian 7/1/2021 11:24:44 AM
Plan has been updated based on company's 2019 form 5500 filing. We're using alternate classes to represent the Target date funds, and others where needed.

Name	Ticker	Action	Date
PIMCO Real Return Fund Class R	PRRRX	was removed by brian	7/1/2021
NY Life Anchor Fund (Stable Value)		was added by brian	7/1/2021	Remove
BNY Mellon S&P 500 Index Fund II		was added by brian	7/1/2021	Remove
T. Rowe Price Real Estate Adv	PAREX	was added by brian	7/1/2021	Remove
T. Rowe Price Blue Chip Growth Fund Advisor Class	PABGX	was added by brian	7/1/2021	Remove
T. Rowe Price Mid-Cap Growth Fund Advisor Class	PAMCX	was added by brian	7/1/2021	Remove
Metropolitan West Total Return Bond Fund Class M	MWTRX	was added by brian	7/1/2021	Remove
PIMCO Diversified Income Fund Institutional Class	PDIIX	was added by brian	7/1/2021	Remove
Hartford Small Cap Growth HLS Fund Class IB	HBSGX	was added by brian	7/1/2021	Remove
Dodge & Cox Stock Fund	DODGX	was added by brian	7/1/2021	Remove
American Beacon Mid Cap Value Fund Investor Class	AMPAX	was added by brian	7/1/2021	Remove
American Funds Retire Inc Port-Cnsrv F1	FAFWX	was added by brian	7/1/2021	Remove
American Funds 2060 Target Date Retirement Fund Class R-2E	RBENX	was added by brian	7/1/2021	Remove
American Funds 2055 Target Date Retirement Fund Class R-2E	RBEMX	was added by brian	7/1/2021	Remove
American Funds 2050 Target Date Retirement Fund Class R-2E	RBHEX	was added by brian	7/1/2021	Remove
American Funds 2045 Target Date Retirement Fund Class R-2E	RBHHX	was added by brian	7/1/2021	Remove
American Funds 2040 Target Date Retirement Fund Class R-5E	RHGTX	was added by brian	7/1/2021	Remove
American Funds 2035 Target Date Retirement Fund Class R-5E	RHFTX	was added by brian	7/1/2021	Remove
American Funds 2030 Target Date Retirement Fund Class R-2E	RBEEX	was added by brian	7/1/2021	Remove
American Funds 2025 Target Date Retirement Fund Class R-2E	RBEDX	was added by brian	7/1/2021	Remove
American Funds 2020 Target Date Retirement Fund Class R-2E	RBEHX	was added by brian	7/1/2021	Remove
American Funds 2015 Target Date Retirement Fund Class R-2E	RBEJX	was added by brian	7/1/2021	Remove
Nuveen Small Cap Value Fund Class I	FSCCX	was added by brian	7/1/2021	Remove
American Funds EuroPacific Growth Fund Class R-4	REREX	was added by brian	7/1/2021	Remove
Pioneer Strategic Income Fund Class R	STIRX	was removed by brian	7/1/2021
Oppenheimer International Bond Fund Class R	OIBNX	was removed by brian	7/1/2021
JPMorgan U.S. Equity Fund Class R2	JUEZX	was removed by brian	7/1/2021
MFS Value Fund Class R2	MVRRX	was removed by brian	7/1/2021
Eaton Vance Large-Cap Value Fund Class R	ERSTX	was removed by brian	7/1/2021
AllianzGI NFJ Dividend Value Fund Class R	PNERX	was removed by brian	7/1/2021
Voya Large Cap Value Portfolio Class A	IPEAX	was removed by brian	7/1/2021
Janus Forty Fund Class R	JDCRX	was removed by brian	7/1/2021
American Funds The Growth Fund of America Class R-3	RGACX	was removed by brian	7/1/2021
MFS Massachusetts Investors Trust Class R2	MIRTX	was removed by brian	7/1/2021
Voya Large Cap Growth Portfolio Class A	IEOPX	was removed by brian	7/1/2021
Oppenheimer Main Street Mid Cap Fund Class R	OPMNX	was removed by brian	7/1/2021
Eaton Vance Atlanta Capital SMID-Cap Fund Class R	ERSMX	was removed by brian	7/1/2021
VY FMR Diversified Mid Cap Portfolio Class A	IFDMX	was removed by brian	7/1/2021
VY JPMorgan Mid Cap Value Portfolio Class A	IJMAX	was removed by brian	7/1/2021
ClearBridge Small Cap Growth Fund Class R	LMPOX	was removed by brian	7/1/2021
MFS International New Discovery Fund Class R2	MIDRX	was removed by brian	7/1/2021
AllianzGI NFJ International Value Fund Class R	ANJRX	was removed by brian	7/1/2021
Thornburg International Value Fund Class R3	TGVRX	was removed by brian	7/1/2021
American Funds EuroPacific Growth Fund Class R-3	RERCX	was removed by brian	7/1/2021
VY JPMorgan Emerging Markets Equity Portfolio Class A	IJEAX	was removed by brian	7/1/2021
Prudential Jennison Natural Resources Fund Class R	JNRRX	was removed by brian	7/1/2021
Victory Sycamore Small Company Opportunity Fund Class R	GOGFX	was removed by brian	7/1/2021
Franklin Small Cap Value Fund Class R	FVFRX	was removed by brian	7/1/2021
Eagle Small Cap Growth Fund Class R3	HSRRX	was removed by brian	7/1/2021
Voya U.S. Bond Index Portfolio Class A	ILUAX	was removed by brian	7/1/2021
Voya High Yield Bond Fund Class A	IHYAX	was removed by brian	7/1/2021
Voya U.S. Bond Index Portfolio Class A	ILUAX	was added by sjmcarter	8/5/2015
Voya High Yield Bond Fund Class A	IHYAX	was added by sjmcarter	8/5/2015
MFS International New Discovery Fund Class R2	MIDRX	was added by sjmcarter	8/5/2015
AllianzGI NFJ International Value Fund Class R	ANJRX	was added by sjmcarter	8/5/2015
Thornburg International Value Fund Class R3	TGVRX	was added by sjmcarter	8/5/2015
American Funds EuroPacific Growth Fund Class R-3	RERCX	was added by sjmcarter	8/5/2015
VY JPMorgan Emerging Markets Equity Portfolio Class A	IJEAX	was added by sjmcarter	8/5/2015
Prudential Jennison Natural Resources Fund Class R	JNRRX	was added by sjmcarter	8/5/2015
Franklin Small Cap Value Fund Class R	FVFRX	was added by sjmcarter	8/5/2015
Eagle Small Cap Growth Fund Class R3	HSRRX	was added by sjmcarter	8/5/2015
Victory Sycamore Small Company Opportunity Fund Class R	GOGFX	was added by sjmcarter	8/5/2015
ClearBridge Small Cap Growth Fund Class R	LMPOX	was added by sjmcarter	8/5/2015
VY JPMorgan Mid Cap Value Portfolio Class A	IJMAX	was added by sjmcarter	8/5/2015
VY FMR Diversified Mid Cap Portfolio Class A	IFDMX	was added by sjmcarter	8/5/2015
Eaton Vance Atlanta Capital SMID-Cap Fund Class R	ERSMX	was added by sjmcarter	8/5/2015
Oppenheimer Main Street Mid Cap Fund Class R	OPMNX	was added by sjmcarter	8/5/2015
Voya Large Cap Growth Portfolio Class A	IEOPX	was added by sjmcarter	8/5/2015
Janus Forty Fund Class R	JDCRX	was added by sjmcarter	8/5/2015
MFS Massachusetts Investors Trust Class R2	MIRTX	was added by sjmcarter	8/5/2015
American Funds The Growth Fund of America Class R-3	RGACX	was added by sjmcarter	8/5/2015
Voya Large Cap Value Portfolio Class A	IPEAX	was added by sjmcarter	8/5/2015
AllianzGI NFJ Dividend Value Fund Class R	PNERX	was added by sjmcarter	8/5/2015
Eaton Vance Large-Cap Value Fund Class R	ERSTX	was added by sjmcarter	8/5/2015
MFS Value Fund Class R2	MVRRX	was added by sjmcarter	8/5/2015
JPMorgan U.S. Equity Fund Class R2	JUEZX	was added by sjmcarter	8/5/2015
Pioneer Strategic Income Fund Class R	STIRX	was added by sjmcarter	8/5/2015
PIMCO Real Return Fund Class R	PRRRX	was added by sjmcarter	8/5/2015
Oppenheimer International Bond Fund Class R	OIBNX	was added by sjmcarter	8/5/2015