Monthly Archive:: March 2009

El Paso 401k (RSP) Plan PSDS Scan 12/31/2008

The El Paso employee portfolio was heavily invested in company stock, EP, which had been doing very well but then lost 53.9% in 2008. The Balanced portfolio is invested almost entirely in PTTRX and an INVECO stable

COMCAST 401k Plan PSDS Scan 12/31/2008

The COMCAST scan was a nice surprise. The plan does not have a stable value fund but it does have several government securities funds DRGBX, LEXNX, STVSX including a money market fund GVIXX. They made for a

State of Michigan 401k Plan PSDS Scan 12/31/2008

This scan has the SSgA stable value fund in the scan represented by FUND G. The SSgA Target Retirement funds are represented in the scan by the same T. Rowe Price funds used in the South Carolina

State of South Carolina 401k PSDS Scan 12/31/2008

The State of South Carolina 401k plan uses SSgA Target Retirement Funds which do not yet have five year data. The scan used the proxies RRTIX for CM3E, RRTAX for CM3F, RRTBX for CM3G, RRTCX for CM6X

Boeing 401k (VSP) Plan PSDS Scan 12/31/2008

The Boeing 401k scan is based on 12/31/2007 SEC 11-k data and court documents related to an ERISA case. The Master fund trustee is State Street Bank and Trust. The mutual funds in the plan are only

DuPont 401k (RSP) Plan PSDS Scan 12/31/2008

The DuPont 401k (RSP) Plan does not have a stable value or money market fund. It does have a large master trust with bond like performance. This results in the Balanced portfolio having a high standard deviation

Dell 401k Plan PSDS Scan 12/31/2008

This scan included Dell stock and the plan’s stable value fund represented by Morley Financial’s stable value fund. The employees had about 10% their money invested in the stock as of the 12/31/2007 SEC 11-k filing.

Amgen 401k (RSP) Plan PSDS Scan 12/31/2008

The Amgen plan 3D scan image is skewed to the right (higher STDs) for the high Sharpe ratio portfolios. That is because only two funds had positive 5yr Sharpe ratios and the emerging market fund, DRPEX, was

Genentech 401k Plan PSDS Scan 12/31/2008

The Genentech 401k scan has company stock, DNA, in the scan. The company stock has a 5yr return of 12.13% with a standard deviation of 34.9%. This is one case where some younger employees might want more

Texas Instruments 401k PSDS Scan 12/31/2008

Texas Instruments uses Northern Trust and Barclays Global Investors SMA funds and company stock, TXN. I used several ETF funds as proxys for the SMA funds; AGG for an aggregate bond index fund, IWD for a Russell