MyPlanIQ 401k Investor HERMAN MILLER INC. PROFIT SHARING AND 401K PLAN

HERMAN MILLER INC. PROFIT SHARING AND 401K PLAN

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Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Retirement 2045 Fund
Retirement Income VTINX Vanguard Retirement Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
Intermediate-Term Bond PTUZX PIMCO Funds: Total Return Fund IV; Class A Shares
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index
LARGE BLEND VFINX Putnam S&P 500 Index Fund
Mid-Cap Growth NBGIX Neuberger & Berman Genesis Trust
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Retirement 2045 Fund
Retirement Income VTINX Vanguard Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Retirement 2035 Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Target Date 2051+ VFFVX Vanguard Retirement 2055 Fund
Target Date 2046-2050 VFIFX Vanguard Retirement 2050 Fund
Target Date 2026-2030 VTHRX Vanguard Retirement 2030 Fund
Target Date 2036-2040 VFORX Vanguard Retirement 2040 Fund
Target Date 2016-2020 VTWNX Vanguard Retirement 2020 Fund
Target Date 2011-2015 VTXVX Vanguard Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Retirement 2010 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
Intermediate-Term Bond PTUZX PIMCO Funds: Total Return Fund IV; Class A Shares
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index
LARGE BLEND VFINX Putnam S&P 500 Index Fund
Mid-Cap Growth NBGIX Neuberger & Berman Genesis Trust
LARGE GROWTH AGTHX Growth Fund of America, Inc; Class A Shares
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class
Total Available Funds: 22
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 1 60 0 0.9% 6.72%
Foreign Large Blend AEPGX American Funds Europacific Growth Fund 57% 1 60 0 0.9% 6.72%
Others
Target Date 2021-2025 VTTVX Vanguard Retirement 2025 Fund 97% 1 60 0 0.08% 7.33%
Target Date 2041-2045 VTIVX Vanguard Retirement 2045 Fund 97% 1 60 0 0.08% 2.39%
Retirement Income VTINX Vanguard Retirement Income Fund 97% 1 60 0 0.08% 5.11%
Target Date 2031-2035 VTTHX Vanguard Retirement 2035 Fund 96% 1 60 0 0.08% 3.13%
Moderate Allocation VWELX Vanguard Wellington Fund 89% 1 60 0 0.17% 10.34%
Target Date 2051+ VFFVX Vanguard Retirement 2055 Fund 80% 1 60 0 0.08% 2.27%
Target Date 2046-2050 VFIFX Vanguard Retirement 2050 Fund 75% 1 60 0 0.08% 2.26%
Target Date 2026-2030 VTHRX Vanguard Retirement 2030 Fund 70% 1 60 0 0.08% 3.62%
Target Date 2036-2040 VFORX Vanguard Retirement 2040 Fund 69% 1 60 0 0.08% 2.68%
Target Date 2016-2020 VTWNX Vanguard Retirement 2020 Fund 66% 1 60 0 0.08% 8.81%
Target Date 2011-2015 VTXVX Vanguard Retirement 2015 Fund 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Retirement 2010 Fund 0% 1 60 0 0.17% 7.48%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 1 60 0 0.83% 4.3%
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund 16% 1 60 0 NA 28.04%
Intermediate-Term Bond PTUZX PIMCO Funds: Total Return Fund IV; Class A Shares 15% 1 60 0 0.5% 3.85%
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index 100% 1 60 0 0.07% 0.33%
LARGE BLEND VFINX Putnam S&P 500 Index Fund 97% 1 60 0 0.14% 1.25%
Mid-Cap Growth NBGIX Neuberger & Berman Genesis Trust 91% 1 60 0 1.34% 2.23%
LARGE GROWTH AGTHX Growth Fund of America, Inc; Class A Shares 41% 1 60 0 0.3% 8.93%
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class 24% 1 60 0 0.84% 2.23%
Average Expense Ratio: 0.3%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.9% 21.5% 11.7% 10.8% 8.2% 7.6%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.9% 23.4% 13.1% 12.0% 8.7% 8.5%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.0% 22.8% 13.9% 13.1% 9.5% 9.6%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 26 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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