Wednesday, November 23, 2011

Mattel 401k (PIP) Plan PSDS Scan 12-31-2010



The Mattel 401k Plan was definitely helped by company stock MAT which was up over 30% in 2010. The Balanced portfolio invested 10.1% of that portfolio in company stock and the employee portfolio had 4.3% in the stock. Interesting. Wells Fargo is the Plan trustee and most of the investment options are Wells Fargo funds. The top 3 holdings of the Balanced portfolio are the stable return fund WFSRF, the bond fund SSTBX and the Government bond fund PGOVX. This 401k is about average and the company stock is above average. The 3D scan image shows that well.

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