MyPlanIQ 401k Investor META PLATFORMS, INC 401(K) PLAN

META PLATFORMS, INC 401(K) PLAN Investment Model Portfolios

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META PLATFORMS, INC 401(K) PLAN
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY SSGLX STATE STREET GLOBAL ALL CAP EQUITY EX-U.S. INDEX SECURITIES LENDING COMMON/COLLECTIVE TRUST
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMENT 2025 TRUST SELECT
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund Investor Shares
Retirement Income VTINX Vanguard Target Retirement Income Trust Select
FIXED INCOME
Intermediate-Term Bond VBMFX STATE STREET U. S. BOND INDEX SECURITIES LENDING SERIES FUND CLASS
Inflation-Protected Bond VIPSX STATE STREET U. S. INFLATION PROTECTED BOND INDEX FUND
WORLD BOND VTIFX VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND INSTITUTIONAL SHARES
US EQUITY
LARGE BLEND STFAX STATE STREET U. S. TOTAL MARKET INDEX SECURITIES LENDING SERIES FUND
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY SSGLX STATE STREET GLOBAL ALL CAP EQUITY EX-U.S. INDEX SECURITIES LENDING COMMON/COLLECTIVE TRUST
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMENT 2025 TRUST SELECT
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund Investor Shares
Retirement Income VTINX Vanguard Target Retirement Income Trust Select
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES
Target Date 2051+ VFFVX VANGUARD TARGET RETIREMENT 2055 FUND INVESTOR SHARES
Target Date 2046-2050 VFIFX VANGUARD TARGET RETIREMENT 2050 FUND INVESTOR SHARES
Target Date 2051+ VTTSX VANGUARD TARGET RETIREMENT 2060 FUND INVESTOR SHARES
Target Date 2026-2030 VTHRX VANGUARD TARGET RETIREMENT 2030 FUND INVESTOR SHARES
Target Date 2036-2040 VFORX VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
Target Date 2016-2020 VTWNX VANGUARD TARGET RETIREMENT 2020 TRUST SELECT
EQUITY VSVNX Vanguard Target Retirement 2070 Fund
Target Date 2061-2065 VLXVX VANGUARD TARGET RETIREMENT 2065 FUND INVESTOR SHARES
FIXED INCOME
Intermediate-Term Bond VBMFX STATE STREET U. S. BOND INDEX SECURITIES LENDING SERIES FUND CLASS
Inflation-Protected Bond VIPSX STATE STREET U. S. INFLATION PROTECTED BOND INDEX FUND
WORLD BOND VTIFX VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND INSTITUTIONAL SHARES
US EQUITY
LARGE BLEND STFAX STATE STREET U. S. TOTAL MARKET INDEX SECURITIES LENDING SERIES FUND
Total Available Funds: 17
  • 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
INTERNATIONAL EQUITY SSGLX STATE STREET GLOBAL ALL CAP EQUITY EX-U.S. INDEX SECURITIES LENDING COMMON/COLLECTIVE TRUST 0% 1 60 0 0.26% 2.96%
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMENT 2025 TRUST SELECT 97% 1 60 0 0.08% 7.36%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund Investor Shares 97% 1 60 0 0.08% 2.41%
Retirement Income VTINX Vanguard Target Retirement Income Trust Select 97% 1 60 0 0.08% 5.88%
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES 96% 1 60 0 0.08% 3.15%
Target Date 2051+ VFFVX VANGUARD TARGET RETIREMENT 2055 FUND INVESTOR SHARES 80% 1 60 0 0.08% 2.3%
Target Date 2046-2050 VFIFX VANGUARD TARGET RETIREMENT 2050 FUND INVESTOR SHARES 75% 1 60 0 0.08% 2.28%
Target Date 2051+ VTTSX VANGUARD TARGET RETIREMENT 2060 FUND INVESTOR SHARES 72% 1 60 0 0.08% 2.26%
Target Date 2026-2030 VTHRX VANGUARD TARGET RETIREMENT 2030 FUND INVESTOR SHARES 70% 1 60 0 0.08% 3.65%
Target Date 2036-2040 VFORX VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES 69% 1 60 0 0.08% 2.7%
Target Date 2016-2020 VTWNX VANGUARD TARGET RETIREMENT 2020 TRUST SELECT 66% 1 60 0 0.08% 8.83%
EQUITY VSVNX Vanguard Target Retirement 2070 Fund 0% 1 60 0 0.08% 1.85%
Target Date 2061-2065 VLXVX VANGUARD TARGET RETIREMENT 2065 FUND INVESTOR SHARES 0% 1 60 0 0.08% 2.17%
FIXED INCOME
Intermediate-Term Bond VBMFX STATE STREET U. S. BOND INDEX SECURITIES LENDING SERIES FUND CLASS 100% 1 60 0 0.15% 3.7%
Inflation-Protected Bond VIPSX STATE STREET U. S. INFLATION PROTECTED BOND INDEX FUND 98% 1 60 0 0.07% 4.06%
WORLD BOND VTIFX VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND INSTITUTIONAL SHARES 1% 1 60 0 0.07% 4.34%
US EQUITY
LARGE BLEND STFAX STATE STREET U. S. TOTAL MARKET INDEX SECURITIES LENDING SERIES FUND 75% 1 60 0 0.62% 1.57%
Average Expense Ratio: 0.13%
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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 2.2% 6.8% 5.4% 6.4% 11.0% 10.2%

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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 1.7% 8.7% 6.5% 8.7% 10.0% 8.2%

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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 -0.2% 5.4% 6.5% 8.2% 7.1% 9.0%

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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 for Portfolio Details or Follow 2.4% 5.5% 3.9% 4.6% 9.2% 6.9%

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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 17 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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