The Waddell & Reed 401k was last scanned with 2008 market data and company stock WDR was definitely not in that Balanced portfolio. The 401k has 17 Waddell & Reed investment options and 22 Ivy fund investment options but no target date funds. This year the Balanced portfolio has a little WDR but the largest holding is WLTAX an Ivy limited term bond fund at 12.7% of Plan with less than 5% in company stock. The employee portfolio largest holding is UNASX an asset allocation fund with WDR one of their top 3 holdings. A good 401k with an unusual collection of investment options.
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