Monthly Archive:: August 2010

Iron Mountain 401k Plan PSDS Scan 12-31-2009

The Iron Mountain plan was not helped by company stock IRM which has been down 3 of the last 5 years. The plan Balanced portfolio however has a nice 5yr return APR = 5.31% with a Sharpe

Questar 401k (EIP) Plan PSDS Scan 12-31-2009

Another energy company plan helped by company stock STR. The Balanced portfolio invested 5.7% of the plan in the stock and the employee portfolio had 58.5% of that portfolio in the stock. Compared to last year the

XCEL Energy 401k (SP) Plan PSDS Scan 12-31-2009

This plan continues to be helped by company stock XEL and by the funds that rebounded in 2009. The Balanced portfolio invested 7.6% of the plan in company stock and the 3D scan image shows improvement year

Owens-Illinois 401k (LTSP) Plan PSDS Scan 12-31-2009

The Owens-Illinois 401k plan uses Harbor Funds for almost all of their invetment options. The plan has a GIC and it is the largest holding of the Balanced portfolio at 57.4% of the plan. Harbor Target Retirement

MarketWatch Portfolio PSDS Scan Yesterday

To conclude this weeks look at Mr. Markets “largest” fund portfolios I did a scan of the 25 largest funds according to MarketWatch as of 8-25-2010. The big difference with the USA list is the inclusion of

Disney 401k (SIP) Plan PSDS Scan 12-31-2009

Disney had a good 2009 and the stock DIS is in the Balanced portfolio this year. The plan has made incremental gains over last year and the employee portfolio now has 25.3% of their portfolio invested in

USA Yesterday Portfolio PSDS Scan 12-31-2009

The USA Today is read at airports, hotels and coffee shops everywhere. It is not the WSJ or an academic journal and the data are not without a few errors but it is an interesting sample of

Campbell Soup 401k (SPP) PSDS Scan 12-31-2009

The Campbell Soup plan trustee is Fidelity and all the investment options in the scan are Fidelity funds. The Balanced portfolio invested 64.8% of the money in the stable value fund FMIP2 in the scan and 16.7%

HCC Insurance Holdings 401k PSDS Scan 12-31-2009

The trustee for this plan is MassMutal and the investment options include several I have not seen before but the Balanced portfolio is all too familar. The capital market line is inverted and the largest holdings in

Alliant Techsystems 401k PSDS Scan 12-31-2009

The Balanced portfolio is a lot better “balanced” than last years and now has less than 50% of the portfolio in the stable value fund FMIP2 in the scan. The employee portfolio has 12.2% of their portfolio