Monthly Archive:: May 2009

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

This was the most unusal scan I have seen in a long time. The Balanced portfolio loaded up on company stock, AMT, and put nothing in the money market fund. The stock has out performed everything, 5yr

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

The Wellpoint 401k is virtually all Vanguard funds plus PTSGX, DFVEX, a GIC and company stock, WLP. The DFVEX fund does not yet have 5yr data and was represented by IWM in the scan. The Balanced portfolio

Unit Corp. 401k (TP) Plan PSDS Scan

The Unit Corp. plan has money in several target retirement funds that do not have 5yr data and these are repesented in the scan by the corresponding Fidelity funds. Company stock, UNT, like many companies had a

State of Wisconsin 401k (457) Plan PSDS Scan 12/31/2008

The Wisconsin 401k (457) plan uses many BIG funds that track the same BIG indices as the US Government 401k (TSP) plan. I used the TSP plan funds for those options and IWR for the BIG MidCap

AptarGroup 401k (PSSP) Plan PSDS Scan 12/31/2008

This plan was also lifted by the performance of company stock, ATR, and the Balanced portfolio had 28.3% invested in the stock. Thats more than I think prudent in retirement but in this market there are few

Alliant Techsystems 401k Plan PSDS Scan 12/31/2008

This plan’s Balanced portfolio has 80.9% invested in the Fidelity Management Income Portfolio, FMIP, a stable value fund. The employee portfolio has FMIP as their largest investment closely followed by company stock, ATK, which has a 5yr

Church & Dwight 401k (PSP) PSDS Scan 12/31/2008

This plan got a lift from company stock, CHD, which has done very well with a 5yr APR = 17%. As the correlation chart shows it was a bigger factor than the stable value fund in increasing

Eaton 401k (ESP) Plan PSDS Scan 12/31/2008

The plan has few options and the employees as of 12/31/2007 had most of their money in company stock, ETN, which was down -46.7% in 2008. The Balanced portfolio by rule is invested only in options with

Dun & Bradstreet 401k Plan PSDS Scan 12/31/2008

This plan was helped by company stock, DNB, and the Balanced portfolio had 9.5% invested in the stock. The largest investment in the Balanced portfolio and the employee asset allocation from the latest SEC11-k report was in

Corning 401k (IP) Plan PSDS Scan 12/31/2008

This is the first scan posted using solar power from my “Walden” backyard design studio. The Balanced portfolio was invested in the income funds, SVF.vgd, VBMFX and VIPSX. The employee portfolio had $675M in company stock, GLW,