Another small plan helped by company stock, GVA, and the Balanced portfolio has 22.9% of the plan invested in company stock. The employee portfolio has 20.7% invested in the stock which is their largest holding and these two portfolios are close to each other. In the scan several T. Rowe Price retirement funds did not have 5yr data and the corresponding year funds from Fidelity and Vanguard were used in the scan. In all the scans to date I have never seen a target retirment fund in the Balanced portfolio.
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