This is the first scan for this plan and it was helped a little by company stock. The Balanced portfolio has 2.9% of the plan invested in company stock CUB and the employee portfolio has 1.4% invested in CUB. Prudential is the trustee and there are several good funds like REREX and PTTRX in the plan. The money market fund PMBXX does not have a positive 5yr Sharpe ratio and is not in the Balanced portfolio.
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