The City National 401k Plan is being reviewed by the Department of Labor. The PSDS Scan this year includes only the investment options that are 5% or more of Plan assets. The 5% portfolio performance the last
In the scan the stable value fund is represented by FSBAX.
This 401k Plan continues to be greatly helped by company stock NEU. The employee portfolio has 36% of their money in the stock and has a Sharpe ratio higher than the Balanced portfolio. That does not happen