Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

401(K) Plan And The Employee Stock Ownership Plan Of Cvs Caremark Corporation And Affiliated Companies

Send me updates


Share this plan


Plan was created by j-pelton.1 on 11/8/2014.
Number of Followers: 9


COMMENTS plan comments help
comment plan brian 12/12/2019 11:37:38 AM
Plan is exactly correct as of 12/31/18 according to company's latest 11-k filing. Proxying multi-manager funds as follows (so the returns of these funds on Kivalia won't necessarily match those in the company's actual plan). Diversified Bond Fund: NERYX; International Equity Fund: RERGX; Small Cap Value Fund: DFSVX; Growth & Income Fund: CVIRX; Large Cap Growth Fund: TRLGX

Add Comment
To add a new comment
Log In or Sign Up
close help

Plan Comments

Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.


TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Large Cap Growth Fundwas added by brian12/12/2019Remove
Large Cap Growth Fundwas removed by brian12/12/2019Remove
Large Cap Growth Fundwas added by brian12/12/2019Remove
Growth & Income Fundwas added by brian12/12/2019Remove
Small Cap Value Fundwas added by brian12/12/2019Remove
International Equity Fundwas added by brian12/12/2019Remove
Diversified Bond Fundwas added by brian12/12/2019Remove
Vanguard Developed Markets Index Fund Institutional Plus SharesVDMPXwas removed by brian12/12/2019
Templeton Institutional Fund International Equity Series Primary SharesTFEQXwas removed by brian12/12/2019
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas removed by brian12/12/2019
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas removed by brian12/12/2019
Stable Value Fundwas added by brian12/12/2019Remove
Stable Value Fundwas removed by brian12/12/2019Remove
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXwas removed by brian12/12/2019
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by brian12/12/2019
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXwas removed by brian12/12/2019
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas removed by brian12/12/2019
Vanguard Mid-Cap Index Fund Institutional Plus SharesVMCPXwas removed by brian12/12/2019
CVS Health CorpCVSwas added by brian12/12/2019Remove
U.S. Bond Index Fundwas added by brian12/12/2019Remove
Core Equity Fundwas added by brian12/12/2019Remove
Alternative Strategy Fundwas added by brian12/12/2019Remove
Global Equity Fundwas added by brian12/12/2019Remove
Global Equity Fundwas removed by brian12/12/2019Remove
Socially Responsible Fundwas added by brian12/12/2019Remove
Inflation-Protected Bond Fundwas added by brian12/12/2019Remove
International Equity Index Fundwas added by brian12/12/2019Remove
Mid Cap Index Fundwas added by brian12/12/2019Remove
Small Cap Index Fundwas added by brian12/12/2019Remove
Small Cap Growth Fundwas added by brian12/12/2019Remove
Small Cap Growth Fundwas removed by brian12/12/2019Remove
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXwas added by j-pelton.111/8/2014
PIMCO Total Return Fund Institutional ClassPTTRXwas added by j-pelton.111/8/2014
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by j-pelton.111/8/2014
Vanguard Mid-Cap Index Fund Institutional Plus SharesVMCPXwas added by j-pelton.111/8/2014
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXwas added by j-pelton.111/8/2014
Templeton Institutional Fund International Equity Series Primary SharesTFEQXwas added by j-pelton.111/8/2014
Global Equity Fundwas added by j-pelton.111/8/2014Remove
Vanguard Developed Markets Index Fund Institutional Plus SharesVDMPXwas added by j-pelton.111/8/2014
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas added by j-pelton.111/8/2014
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by j-pelton.111/8/2014
Small Cap Growth Fundwas added by j-pelton.111/8/2014Remove
Stable Value Fundwas added by j-pelton.111/8/2014Remove
close help

Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information