The Wells Fargo 401k Plan has 24 investment options and 2 of them, ESOP and Non-ESOP, are company stock WFC. The Balanced portfolio invested in most of the 23 options but WFC was not one of them. That portfolio has a 5yr APR = 4.60% up slightly from last year with a positive Sharpe ratio of 1.15. The employee asset allocation is not easy to sort into the Plan 23 options from the SEC 11-k report. The employee portfolio in the scan is my best effort. Not all the Wells Fargo Target Date Funds have 5yr data and the corresponding T. Rowe Price fund was used for them in the scan. This is an average 401k plan that would be helped by Berkshire Hathaway stock in my opinion. Just a passing thought.
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