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Southwest Airlines Pilots Retirement Savings Plan
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Plan was created by
bmurphy on 6/18/2019
.
Number of Followers:
2
COMMENTS
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bmurphy
6/18/2019 11:18:17 AM
Using lowest priced American Funds Target date funds, proxying Blackrock Fundamental US Large Co. with MALHX.
brian
6/14/2021 10:10:53 PM
Plan is exactly correct based on company's 2019 5500 form filing.
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TRANSACTIONS
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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:
Name
Ticker
Action
Date
Vanguard Small-Cap Growth Index Fund Institutional Shares
VSGIX
was removed by brian
6/14/2021
Blackrock Fundamental US Large Company
was removed by brian
6/14/2021
Fundamental US Large Company
was added by brian
6/14/2021
Remove
Blackrock Fundamental US Large Company
was added by brian
6/18/2019
Blackrock Fundamental US Large Company
was removed by brian
6/18/2019
Wells Fargo Stable Asset
was added by brian
6/18/2019
Remove
Wells Fargo Stable Asset
was removed by brian
6/18/2019
Remove
Wells Fargo Stable Asset
was added by bmurphy
6/18/2019
Remove
Vanguard Federal Money Market Fund Investor Shares
VMFXX
was added by bmurphy
6/18/2019
Remove
Wells Fargo Stable Asset
was removed by bmurphy
6/18/2019
Remove
Wells Fargo Stable Asset
was added by bmurphy
6/18/2019
Remove
Blackrock Fundamental US Large Company
was added by bmurphy
6/18/2019
Vanguard Small-Cap Growth Index Fund Institutional Shares
VSGIX
was added by bmurphy
6/18/2019
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
was added by bmurphy
6/18/2019
Remove
DFA Global Real Estate Securities Portfolio
DFGEX
was added by bmurphy
6/18/2019
Remove
Vanguard Total Stock Market Index Fund Institutional Shares
VITSX
was added by bmurphy
6/18/2019
Remove
American Funds 2010 Target Date Retirement Fund Class R-6
RFTTX
was added by bmurphy
6/18/2019
Remove
American Funds 2015 Target Date Retirement Fund Class R-6
RFJTX
was added by bmurphy
6/18/2019
Remove
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by bmurphy
6/18/2019
Remove
Schwab Fundamental US Small Company Index Fund
SFSNX
was added by bmurphy
6/18/2019
Remove
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
was added by bmurphy
6/18/2019
Remove
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
was added by bmurphy
6/18/2019
Remove
Vanguard Total International Bond Index Fund Institutional Shares
VTIFX
was added by bmurphy
6/18/2019
Remove
Loomis Sayles Core Plus Bond Fund Class Y
NERYX
was added by bmurphy
6/18/2019
Remove
DFA World ex U.S. Core Equity Portfolio Institutional Class Shares
DFWIX
was added by bmurphy
6/18/2019
Remove
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares
VTSPX
was added by bmurphy
6/18/2019
Remove
American Funds 2060 Target Date Retirement Fund Class R-6
RFUTX
was added by bmurphy
6/18/2019
Remove
American Funds 2055 Target Date Retirement Fund Class R-6
RFKTX
was added by bmurphy
6/18/2019
Remove
American Funds 2050 Target Date Retirement Fund Class R-6
RFITX
was added by bmurphy
6/18/2019
Remove
American Funds 2045 Target Date Retirement Fund Class R-6
RFHTX
was added by bmurphy
6/18/2019
Remove
American Funds 2040 Target Date Retirement Fund Class R-6
RFGTX
was added by bmurphy
6/18/2019
Remove
American Funds 2035 Target Date Retirement Fund Class R-6
RFFTX
was added by bmurphy
6/18/2019
Remove
American Funds 2030 Target Date Retirement Fund Class R-6
RFETX
was added by bmurphy
6/18/2019
Remove
American Funds 2025 Target Date Retirement Fund Class R-6
RFDTX
was added by bmurphy
6/18/2019
Remove
American Funds 2020 Target Date Retirement Fund Class R-6
RRCTX
was added by bmurphy
6/18/2019
Remove
Vanguard Extended Market Index Fund Institutional Plus Shares
VEMPX
was added by bmurphy
6/18/2019
Remove
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