Wednesday, February 22, 2012

Honeywell 401k (S&OP) Plan PSDS Scan 12-31-2011



The Honeywell 401k Plan and company stock HON performance improved a little over last year but the Balanced portfolio remains a lifeboat portfolio. The Plan trustee is State Street with ING still the record keeper. I changed the Target Date funds to Vanguards in this scan and VTINX is one of the investments over 5% of the Balanced portfolio. The top 3 holdings of the Balanced portfolio are the GIC (61.9%), VBISX (18.2%), and VFICX (10.0%). The largest holding in the employee portfolio is still company stock. A good plan but a little below average returns the last 5 years.

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