Monday, November 14, 2011

General Dynamics 401k (SSIP-5.0) PSDS Scan 12-31-2010



General Dynamics 401k Plan has four plan groups with the same investment categories but different SEC 11-k reports. The SEC Reports are for Plans 5.0, 4.5, 3.0 and Represented Employees. This Scan is for the investment categories in the Master Trust and Plan 5.0 employee asset allocation.

Company Stock - GD
Equity Securities
    U.S. Companies
            Services - IYC
            Financials - IYF
            Technology - IYW
Guaranteed Investment Contracts
            Index - GIC.ekx
Common Collective Trusts
            Large cap U.S. equity market - BDVAX
            Small cap U.S. equity market - IWM (Russell 2000)
            U.S. Gov Short Term investments - GSTIF
Registered Investment Company - DODGX
Fixed Income Securities
            Corporate - LQD
            Government - SHY
Cash & Cash Equivalents - SIGVX

The Balanced Portfolio 5yr APR is 4.36% almost the same as last year and the portfolio is still a lifeboat portfolio with everything in the GIC and Fixed Income investments. The 3 largest holdings in the employee portfolio are company stock GD, the GIC and the Large cap U.S. equity market option BDVAX in the scan. As you can see in the 2D scan image U.S. Financials did poorly the last 5 years especially Banks

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