Goldman Sachs 401(k) Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
US Cash / Money Market | USCASH | was added by brian | 9/16/2019 10:49:46 AM | |
Vanguard Federal Money Market Fund Investor Shares | VMFXX | was added by brian | 9/16/2019 10:49:17 AM | |
Vanguard Federal Money Market Fund Investor Shares | VMFXX | was removed by brian | 9/16/2019 10:49:06 AM | |
iShares Currency Hedged MSCI EAFE ETF | HEFA | was added by brian | 9/16/2019 10:43:46 AM | |
T. Rowe Price Emerging Markets Stock Fund | PRMSX | was added by brian | 9/16/2019 10:40:16 AM | |
iShares 20+ Year Treasury Bond ETF | TLT | was added by brian | 9/16/2019 10:39:49 AM | |
Western Asset Core Plus Bond Fund Class I | WACPX | was added by brian | 9/16/2019 10:39:20 AM | |
Vanguard Inflation-Protected Securities Fund Admiral Shares | VAIPX | was added by brian | 9/16/2019 10:39:08 AM | |
Vanguard High-Yield Corporate Fund Admiral Shares | VWEAX | was added by brian | 9/16/2019 10:38:57 AM | |
Vanguard Federal Money Market Fund Investor Shares | VMFXX | was added by brian | 9/16/2019 10:38:39 AM | |
Guggenheim High Yield Fund Institutional Class | SHYIX | was added by brian | 9/16/2019 10:38:02 AM | |
Dodge & Cox International Stock Fund | DODFX | was added by brian | 9/16/2019 10:37:42 AM | |
Ashmore Emerging Markets Local Currency Bond Fund Institutional | ELBIX | was added by brian | 9/16/2019 10:37:03 AM | |
iShares 20+ Year Treasury Bond ETF | TLT | was removed by brian | 9/16/2019 10:35:45 AM | |
Ashmore Emerging Markets Total Return Fund Institutional Class | EMKIX | was removed by brian | 9/16/2019 10:35:11 AM | |
Goldman Sachs High Yield Fund Institutional | GSHIX | was removed by brian | 9/16/2019 10:34:51 AM | |
Western Asset Core Plus Bond Fund Class IS | WAPSX | was removed by brian | 9/16/2019 10:34:39 AM | |
Vanguard Inflation-Protected Securities Fund Institutional Shares | VIPIX | was removed by brian | 9/16/2019 10:34:29 AM | |
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class | PGBIX | was removed by brian | 9/16/2019 10:34:11 AM | |
iShares 1-3 Year Treasury Bond ETF | SHY | was removed by brian | 9/16/2019 10:33:43 AM | |
US Cash / Money Market | USCASH | was removed by brian | 9/16/2019 10:33:32 AM | |
Goldman Sachs Emerging Markets Equity Fund Institutional Class | GEMIX | was removed by brian | 9/16/2019 10:33:18 AM | |
Harding Loevner International Equity Portfolio Institutional Class | HLMIX | was removed by brian | 9/16/2019 10:32:56 AM | |
Dodge & Cox International Stock Fund | DODFX | was removed by brian | 9/16/2019 10:32:44 AM | |
The Hartford International Opportunities Fund Class R3 | IHORX | was removed by brian | 9/16/2019 10:32:26 AM | |
iShares Currency Hedged MSCI EAFE ETF | HEFA | was removed by brian | 9/16/2019 10:31:58 AM | |
AMG Managers CenterSquare Real Estate Fund Class S | MRESX | was removed by brian | 9/16/2019 10:31:43 AM | |
PIMCO CommodityRealReturn Strategy Fund Institutional Class | PCRIX | was removed by brian | 9/16/2019 10:31:32 AM | |
Madison Small Cap Fund Class A | MASVX | was removed by brian | 9/16/2019 10:31:10 AM | |
Diamond Hill Large Cap Fund Class I | DHLRX | was removed by brian | 9/16/2019 10:30:55 AM | |
Victory Sycamore Established Value Fund Class R | GETGX | was removed by brian | 9/16/2019 10:30:32 AM | |
Artisan Mid Cap Fund Institutional Class | APHMX | was removed by brian | 9/16/2019 10:30:16 AM | |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | was removed by brian | 9/16/2019 10:30:02 AM | |
Jackson Square Large-Cap Growth Fund IS Class | DPLGX | was removed by brian | 9/16/2019 10:29:20 AM | |
iShares Russell 2000 ETF | IWM | was added by bmurphy | 4/28/2017 12:31:44 PM | |
iShares Russell 2000 ETF | IWM | was removed by bmurphy | 4/28/2017 12:30:23 PM | |
iShares Russell 2000 ETF | IWM | was added by bmurphy | 4/28/2017 12:14:32 PM | |
SPDR Russell 2000 ETF | TWOK | was removed by bmurphy | 4/28/2017 12:13:58 PM | |
BlackRock LifePath Index 2045 Fund Class K Shares | LIHKX | was added by bmurphy | 4/28/2017 12:08:18 PM | |
BlackRock LifePath Index 2050 Fund Class K Shares | LIPKX | was added by bmurphy | 4/28/2017 12:08:18 PM | |
BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | was added by bmurphy | 4/28/2017 12:08:18 PM | |
Goldman Sachs Group Inc | GS | was added by bmurphy | 4/28/2017 12:08:17 PM | |
BlackRock LifePath Index Retirement Fund Class K Shares | LIRKX | was added by bmurphy | 4/28/2017 12:08:17 PM | |
BlackRock LifePath Index 2020 Fund Class K Shares | LIMKX | was added by bmurphy | 4/28/2017 12:08:17 PM | |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | was added by bmurphy | 4/28/2017 12:08:17 PM | |
BlackRock LifePath Index 2030 Fund Class K Shares | LINKX | was added by bmurphy | 4/28/2017 12:08:17 PM | |
BlackRock LifePath Index 2035 Fund Class K Shares | LIJKX | was added by bmurphy | 4/28/2017 12:08:17 PM | |
BlackRock LifePath Index 2040 Fund Class K Shares | LIKKX | was added by bmurphy | 4/28/2017 12:08:17 PM | |
AMG Managers CenterSquare Real Estate Fund Class S | MRESX | was added by bmurphy | 4/28/2017 12:08:16 PM | |
iShares Currency Hedged MSCI EAFE ETF | HEFA | was added by bmurphy | 4/28/2017 12:08:16 PM | |
iShares MSCI EAFE ETF | EFA | was added by bmurphy | 4/28/2017 12:08:16 PM | |
The Hartford International Opportunities Fund Class R3 | IHORX | was added by bmurphy | 4/28/2017 12:08:16 PM | |
Dodge & Cox International Stock Fund | DODFX | was added by bmurphy | 4/28/2017 12:08:16 PM | |
Harding Loevner International Equity Portfolio Institutional Class | HLMIX | was added by bmurphy | 4/28/2017 12:08:16 PM | |
SPDR S&P Emerging Markets ETF | GMM | was added by bmurphy | 4/28/2017 12:08:16 PM | |
Goldman Sachs Emerging Markets Equity Fund Institutional Class | GEMIX | was added by bmurphy | 4/28/2017 12:08:16 PM | |
PIMCO CommodityRealReturn Strategy Fund Institutional Class | PCRIX | was added by bmurphy | 4/28/2017 12:08:16 PM | |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | was added by bmurphy | 4/28/2017 12:08:15 PM | |
Jackson Square Large-Cap Growth Fund IS Class | DPLGX | was added by bmurphy | 4/28/2017 12:08:15 PM | |
iShares Core S&P Mid-Cap ETF | IJH | was added by bmurphy | 4/28/2017 12:08:15 PM | |
Victory Sycamore Established Value Fund Class R | GETGX | was added by bmurphy | 4/28/2017 12:08:15 PM | |
Artisan Mid Cap Fund Institutional Class | APHMX | was added by bmurphy | 4/28/2017 12:08:15 PM | |
SPDR Russell 2000 ETF | TWOK | was added by bmurphy | 4/28/2017 12:08:15 PM | |
Madison Small Cap Fund Class A | MASVX | was added by bmurphy | 4/28/2017 12:08:15 PM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by bmurphy | 4/28/2017 12:08:14 PM | |
Western Asset Core Plus Bond Fund Class IS | WAPSX | was added by bmurphy | 4/28/2017 12:08:14 PM | |
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class | PGBIX | was added by bmurphy | 4/28/2017 12:08:14 PM | |
Goldman Sachs High Yield Fund Institutional | GSHIX | was added by bmurphy | 4/28/2017 12:08:14 PM | |
Ashmore Emerging Markets Total Return Fund Institutional Class | EMKIX | was added by bmurphy | 4/28/2017 12:08:14 PM | |
iShares S&P 500 Value ETF | IVE | was added by bmurphy | 4/28/2017 12:08:14 PM | |
Diamond Hill Large Cap Fund Class I | DHLRX | was added by bmurphy | 4/28/2017 12:08:14 PM | |
Vanguard S&P 500 ETF | VOO | was added by bmurphy | 4/28/2017 12:08:14 PM | |
iShares S&P 500 Growth ETF | IVW | was added by bmurphy | 4/28/2017 12:08:14 PM | |
US Cash / Money Market | USCASH | was added by bmurphy | 4/28/2017 12:08:13 PM | |
Vanguard Inflation-Protected Securities Fund Institutional Shares | VIPIX | was added by bmurphy | 4/28/2017 12:08:13 PM | |
iShares 20+ Year Treasury Bond ETF | TLT | was added by bmurphy | 4/28/2017 12:08:13 PM | |
iShares 1-3 Year Treasury Bond ETF | SHY | was added by bmurphy | 4/28/2017 12:08:13 PM |
COMMENTS
Help
bmurphy4/28/2017 12:09:12 PM
Fund lineup is correct as of 4/28/2017, and was constructed using proxies that represent assets offered through the plan.
Funds to add to our database for a closer representation include GSHUX, JSPIX, MRASX, SSHQX, GEMUX.
The Bank Deposit Option and the monthly priced hedge fund options have not been included in the linuep.
brian9/16/2019 10:42:28 AM
Updated to include plan options as of 12/31/18 per firm's annual 11-K filing. Missing 2 assets: AQR Equity Market Neutral Fund (QMNIX) and State Street Hedged International Developed Equity (SSHQX).
Have the investment options in your plan changed? Edit your plan & get updated advice.