Perrigo Co. 401k (PSIP) Plan PSDS Scan 12-31-2011

Perrigo is a global generic pharmaceutical company whose stock PRGO continues to soar. The Balanced portfolio this year invested 19.4% of the portfolio in company stock; that is more than the employees invested in the stock. Their 3 largest holdings are PTTRX. MACGX and PRGO at 11% of Plan. The Balanced portfolio also invested 16.9% in VIPSX and that makes me a little less nervous about the surprisingly large investment in PRGO. This is a good 401k with several excellent investment options and one extraordinary company stock the last 5 years.