The Harris 401k Plan Balanced portfolio has less than 5% invested in company stock HRS this year compared to over 16% in 2009. The scan now includes several Blackrock LifePath funds and one of them STLAX is the third largest holding in the portfolio this year. The employee portfolio investments greater than 5% of plan are IWD, AGG, EFA, STVSX and SPY in the scan. The plan trustee is Northern Trust and the ETFs are the index for NT collective funds in the 401k. The 11-k report is complicated. Overall the Plan is average and the 11-k report could improve its description of Plan investment options in my opinion.
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