Monthly Archive:: October 2009

Great Plains Energy 401k (SP) PSDS Scan 12/31/2008

Another lifeboat portfolio. The Balanced portfolio has 83.5% of the plan in the stable value fund FMIP in the scan. The employee portfolio has 31.4% of their money in company stock GXP which has a negative 5yr

AGL Resources 401k (RSPP) Plan PSDS Scan 12/31/2008

This plan was helped by company stock and the so called Balanced portfolio has 2.9% invested in the stock and 93% in the stable value fund SVF.hpx in the scan. The employee portfolio has 50.4% invested in

Borders Group 401k (SP) Plan PSDS Scan 12/31/2008

This plan Balanced portfolio is invested mostly in the GIC repesented by GIC.ekx in the scan and the bond fund PTTRX. The employee portfolio has the GIC as their largest holding too and less than one percent

Federal-Mogul 401k Plan PSDS Scan 12/31/2008

This plan was complicated by a class action lawsuit settlement involving company stock FDML. The master trust as of 12/31/2008 holds FDML warrants that I did not include in the scan. The Balanced portfolio has 86.6% of

Compass Minerals Intl. 401k (SP) PSDS Scan 12/31/2008

This plan company stock CMP has the highest Sharpe ratio I have seen for this 5yr period. The Balanced portfolio invested 17.6% of the plan in the stock and 61.2% in the stable value fund FMIP. The

SEI Investments 401k (CAP) PSDS Scan 12/31/2008

This plan was hurt by company stock and 2008. It has a stable value fund FUNDG in the scan and a GNMA bond fund SEGMX which is where the Balanced portfolio put almost all the money. The

YUM! Brands 401k Plan PSDS Scan 12/31/2008

This is a very good small plan helped by company stock YUM and the Balanced portfolio has 10% invested in the stock. The plan has 6 common trusts, a government STIF, and YUM. In the scan these

Alliant Energy 401k (SP) Plan PSDS Scan 12/31/2008

This plan was helped by company stock LNT and the Balanced portfolio has 8.7% on the plan invested in the stock. The employee portfolio has 19.4% invested in the stock as of 12/31/2008. The government and agency

Moody’s 401k (PPP) Plan PSDS Scan 12/31/2008

This plan was last scanned 10/31/2008 and a lot has happened since. The Balanced portfolio 5yr APR has dropped to 4.60% with 81.1% of the plan now invested in the stable value fund FMIP. The employee portfolio

McKesson 401k (PSIP) PSDS Scan 12/31/2008

This is a large plan with many options. The scan included the 44 options with the most money invested in them. The Balanced portfolio had money in 18 funds. The 3 largest investments were the Mellon stable