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

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Plan was created by j-pelton.1 on 11/8/2014.
Number of Followers: 13


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

comment plan brian 6/16/2021 11:23:29 AM
Plan is accurate based on 2019 form 5500 filing. Removed the Alternative Strategy Fund. Plan still has 4 multi-manager funds that we're proxying with only one fund as follows: Interenational Equity Fund (Vanguard International Growth), Diversified Bond Fund (Dodge & Cox Income), Small Cap Value Fund (DFA Targeted Value Fund) & Large Cap Growth Fund (TRowe Price Blue Chip Growth).

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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 
International Equity Fundwas added by brian6/16/2021Remove
International Equity Fundwas removed by brian6/16/2021
Diversified Bond Fundwas added by brian6/16/2021Remove
Diversified Bond Fundwas removed by brian6/16/2021
Small Cap Value Fundwas added by brian6/16/2021Remove
Small Cap Value Fundwas removed by brian6/16/2021
Small Cap Value Fundwas removed by brian6/16/2021Remove
Small Cap Value Fundwas added by brian6/16/2021Remove
Large Cap Growth Fundwas added by brian6/16/2021Remove
Large Cap Growth Fundwas removed by brian6/16/2021
Core Equity Fundwas added by brian6/16/2021Remove
Core Equity Fundwas removed by brian6/16/2021Remove
Mid Cap Index Fundwas added by brian6/16/2021Remove
Mid Cap Index Fundwas removed by brian6/16/2021
Global Equity Fundwas added by brian6/16/2021Remove
Global Equity Fundwas removed by brian6/16/2021Remove
U.S. Bond Index Fundwas added by brian6/16/2021Remove
U.S. Bond Index Fundwas removed by brian6/16/2021
Inflation-Protected Bond Fundwas added by brian6/16/2021Remove
Inflation-Protected Bond Fundwas removed by brian6/16/2021Remove
Alternative Strategy Fundwas removed by brian6/16/2021
Small Cap Index Fundwas added by brian6/16/2021Remove
International Equity Index Fundwas added by brian6/16/2021Remove
Small Cap Index Fundwas removed by brian6/16/2021
International Equity Index Fundwas removed by brian6/16/2021
Large Cap Growth Fundwas added by brian12/12/2019
Large Cap Growth Fundwas removed by brian12/12/2019
Large Cap Growth Fundwas added by brian12/12/2019
Growth & Income Fundwas added by brian12/12/2019Remove
Small Cap Value Fundwas added by brian12/12/2019
International Equity Fundwas added by brian12/12/2019
Diversified Bond Fundwas added by brian12/12/2019
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
Small Cap Value Fundwas removed by brian12/12/2019Remove
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 brian12/12/2019
Core Equity Fundwas added by brian12/12/2019Remove
Alternative Strategy Fundwas added by brian12/12/2019
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 brian12/12/2019
Mid Cap Index Fundwas added by brian12/12/2019
Small Cap Index Fundwas added by brian12/12/2019
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 Inflation-Protected Securities Fund Institutional SharesVIPIXwas 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
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
Templeton Institutional Fund International Equity Series Primary SharesTFEQXwas added by j-pelton.111/8/2014
Small Cap Value Fundwas added by j-pelton.111/8/2014Remove
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
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