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

Southwest Airlines Pilots Retirement Savings Plan

Send me updates


Share this plan


Plan was created by bmurphy on 6/18/2019.
Number of Followers: 2


COMMENTS plan comments help
comment plan bmurphy 6/18/2019 11:18:17 AM
Using lowest priced American Funds Target date funds, proxying Blackrock Fundamental US Large Co. with MALHX.

comment plan brian 6/14/2021 10:10:53 PM
Plan is exactly correct based on company's 2019 5500 form filing.

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 
Vanguard Small-Cap Growth Index Fund Institutional SharesVSGIXwas removed by brian6/14/2021
Blackrock Fundamental US Large Companywas removed by brian6/14/2021
Fundamental US Large Companywas added by brian6/14/2021Remove
Blackrock Fundamental US Large Companywas added by brian6/18/2019
Blackrock Fundamental US Large Companywas removed by brian6/18/2019
Wells Fargo Stable Assetwas added by brian6/18/2019Remove
Wells Fargo Stable Assetwas removed by brian6/18/2019Remove
Wells Fargo Stable Assetwas added by bmurphy6/18/2019Remove
Vanguard Federal Money Market Fund Investor SharesVMFXXwas added by bmurphy6/18/2019Remove
Wells Fargo Stable Assetwas removed by bmurphy6/18/2019Remove
Wells Fargo Stable Assetwas added by bmurphy6/18/2019Remove
Blackrock Fundamental US Large Companywas added by bmurphy6/18/2019
Vanguard Small-Cap Growth Index Fund Institutional SharesVSGIXwas added by bmurphy6/18/2019
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by bmurphy6/18/2019Remove
DFA Global Real Estate Securities PortfolioDFGEXwas added by bmurphy6/18/2019Remove
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas added by bmurphy6/18/2019Remove
American Funds 2010 Target Date Retirement Fund Class R-6RFTTXwas added by bmurphy6/18/2019Remove
American Funds 2015 Target Date Retirement Fund Class R-6RFJTXwas added by bmurphy6/18/2019Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by bmurphy6/18/2019Remove
Schwab Fundamental US Small Company Index FundSFSNXwas added by bmurphy6/18/2019Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by bmurphy6/18/2019Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by bmurphy6/18/2019Remove
Vanguard Total International Bond Index Fund Institutional SharesVTIFXwas added by bmurphy6/18/2019Remove
Loomis Sayles Core Plus Bond Fund Class YNERYXwas added by bmurphy6/18/2019Remove
DFA World ex U.S. Core Equity Portfolio Institutional Class SharesDFWIXwas added by bmurphy6/18/2019Remove
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional SharesVTSPXwas added by bmurphy6/18/2019Remove
American Funds 2060 Target Date Retirement Fund Class R-6RFUTXwas added by bmurphy6/18/2019Remove
American Funds 2055 Target Date Retirement Fund Class R-6RFKTXwas added by bmurphy6/18/2019Remove
American Funds 2050 Target Date Retirement Fund Class R-6RFITXwas added by bmurphy6/18/2019Remove
American Funds 2045 Target Date Retirement Fund Class R-6RFHTXwas added by bmurphy6/18/2019Remove
American Funds 2040 Target Date Retirement Fund Class R-6RFGTXwas added by bmurphy6/18/2019Remove
American Funds 2035 Target Date Retirement Fund Class R-6RFFTXwas added by bmurphy6/18/2019Remove
American Funds 2030 Target Date Retirement Fund Class R-6RFETXwas added by bmurphy6/18/2019Remove
American Funds 2025 Target Date Retirement Fund Class R-6RFDTXwas added by bmurphy6/18/2019Remove
American Funds 2020 Target Date Retirement Fund Class R-6RRCTXwas added by bmurphy6/18/2019Remove
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas added by bmurphy6/18/2019Remove
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