Monday, August 2, 2010

Johnson & Johnson 401k (SP) PSDS Scan 12-31-2009




The Johnson & Johnson plan trustee is State Street and this year I used their funds for catagory fund options in the SEC 11k report where possible. There are 9 option catagories in the plan

Short Term Investment Funds - STIF
US Gov and Agency Securities - FGOVX (proxy)
Corporate Debt - SBMRX
Common Stocks -
US Large Cap - SVSPX & JNJ
US Mid Cap - MDY (proxy)
US Small Cap - SVSCX
International Stocks - SSAIX
Common Collective Trusts - Daily Liquidity MCDLF
Guaranteed Investment Contracts - GIC.ekx (proxy)

The Balanced portfolio has 6.2% invested in company stock and the employee portfolio has 14.1% in the stock. The Johnson & Johnson plan has a generous matching provision that for each $100 of employee money they provide $50 in cash and $25 of JNJ stock.

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