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

Disney Savings And Investment Plan

Send me updates


Share this plan


Plan was created by Kivalia on 9/11/2012.
Number of Followers: 16


COMMENTS plan comments help
comment plan brian 6/20/2021 3:37:27 PM
Plan is exactly correct based on the company's 2019 form 5500 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 500 Index Fund Admiral ClassVFIAXwas added by brian6/21/2021Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas removed by brian6/21/2021Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by brian6/20/2021Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas removed by brian6/20/2021
Vanguard Treasury Money Market Fund Investor SharesVUSXXwas added by brian6/20/2021Remove
Vanguard Prime Money Market Fund Admiral Shareswas added by brian6/20/2021Remove
Vanguard Prime Money Market Fund Admiral Shareswas removed by brian6/20/2021Remove
BlackRock Emerging Markets Index - Unitizedwas added by brian6/20/2021Remove
BlackRock Emerging Markets Index - Unitizedwas removed by brian6/20/2021Remove
BlackRock Total Return Fund Class KMPHQXwas added by brian6/20/2021Remove
Northern Global Sustainability Index FundNSRIXwas added by brian6/20/2021Remove
Frontier MFG Global Equity Fund Institutional ClassFMGEXwas added by brian6/20/2021Remove
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXwas added by brian6/20/2021Remove
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas removed by brian6/20/2021
Fidelity Investments Money Market Funds Money Market Portfolio Institutional ClassFNSXXwas removed by brian6/20/2021
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by brian6/20/2021
Federated U.S. Treasury Cash Reserves Institutional SharesUTIXXwas removed by brian6/20/2021
Calamos Growth Fund Institutional ClassCGRIXwas removed by brian6/20/2021
Sequoia FundSEQUXwas removed by brian6/20/2021
BlackRock LifePath Index 2060 Fund Class KLIZKXwas added by brian11/17/2019Remove
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXwas added by brian11/17/2019Remove
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXwas added by brian11/17/2019Remove
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas added by brian11/17/2019
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXwas added by brian11/17/2019Remove
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXwas added by brian11/17/2019Remove
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXwas added by brian11/17/2019Remove
BlackRock LifePath Index 2030 Fund Class K SharesLINKXwas added by brian11/17/2019Remove
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXwas added by brian11/17/2019Remove
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXwas removed by brian11/17/2019
BlackRock LifePath 2050 Fund Investor A SharesLPRFXwas removed by cvega71810/28/2014
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXwas added by cvega71810/28/2014
BlackRock LifePath 2050 Fund Investor A SharesLPRFXwas added by cvega71810/28/2014
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas removed by cvega71810/28/2014
Fidelity Freedom K 2000FFKBXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2005 FundFFKVXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2010 FundFFKCXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2055 FundFDENXwas removed by Deleted User8/13/2014
Fidelity Freedom K Income FundFFKAXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2050 FundFFKHXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2040 FundFFKFXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2025 FundFKTWXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2030 FundFFKEXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2020 FundFFKDXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2015 FundFKVFXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2035 FundFKTHXwas removed by Deleted User8/13/2014
Fidelity Freedom K 2045 FundFFKGXwas removed by Deleted User8/13/2014
Royce Low-Priced Stock Fund Institutional ClassRLPIXwas removed by Deleted User8/13/2014
BlackRock Emerging Markets Index - Unitizedwas added by ai.sinceow11/28/2013Remove
Vanguard Small-Cap Index Fund Institutional Plus SharesVSCPXwas added by Patrick4/12/2013Remove
Fidelity Freedom K 2045 FundFFKGXwas added by Kivalia9/11/2012
Fidelity Freedom K Income FundFFKAXwas added by Kivalia9/11/2012
Fidelity Freedom K 2055 FundFDENXwas added by Kivalia9/11/2012
Fidelity Freedom K 2050 FundFFKHXwas added by Kivalia9/11/2012
Fidelity Freedom K 2040 FundFFKFXwas added by Kivalia9/11/2012
Fidelity Freedom K 2035 FundFKTHXwas added by Kivalia9/11/2012
Fidelity Freedom K 2030 FundFFKEXwas added by Kivalia9/11/2012
Fidelity Freedom K 2025 FundFKTWXwas added by Kivalia9/11/2012
Fidelity Freedom K 2020 FundFFKDXwas added by Kivalia9/11/2012
Fidelity Freedom K 2015 FundFKVFXwas added by Kivalia9/11/2012
Fidelity Freedom K 2005 FundFFKVXwas added by Kivalia9/11/2012
Fidelity Freedom K 2000FFKBXwas added by Kivalia9/11/2012
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas added by Kivalia9/11/2012Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by Kivalia9/11/2012Remove
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by Kivalia9/11/2012
Vanguard Mid-Cap Index Fund Institutional Plus SharesVMCPXwas added by Kivalia9/11/2012Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by Kivalia9/11/2012
Fidelity International Index Fund Institutional ClassFSPNXwas added by Kivalia9/11/2012
Fidelity Freedom K 2010 FundFFKCXwas added by Kivalia9/11/2012
Sequoia FundSEQUXwas added by Kivalia9/11/2012
Royce Low-Priced Stock Fund Institutional ClassRLPIXwas added by Kivalia9/11/2012
PIMCO Total Return Fund Institutional ClassPTTRXwas added by Kivalia9/11/2012
Fidelity Investments Money Market Funds Money Market Portfolio Institutional ClassFNSXXwas added by Kivalia9/11/2012
Fidelity Diversified International Fund Class KFDIKXwas added by Kivalia9/11/2012Remove
Fidelity Capital Appreciation Fund Class KFCAKXwas added by Kivalia9/11/2012Remove
Federated U.S. Treasury Cash Reserves Institutional SharesUTIXXwas added by Kivalia9/11/2012
Walt Disney CoDISwas added by Kivalia9/11/2012Remove
Calamos Growth Fund Institutional ClassCGRIXwas added by Kivalia9/11/2012
Baron Growth Fund Institutional SharesBGRIXwas added by Kivalia9/11/2012Remove
Vanguard Prime Money Market Fund Admiral Shareswas added by Kivalia9/11/2012Remove
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