Friday, November 7, 2008

Microsoft 401k Plan PSDS Scan 9/30/2008







In this scan of the Microsoft 401k includes employee investments in Microsoft stock, MSFT, which is the largest holding in the plan; 900M out of 5.427B dollars. This data is from their SEC 11-k filing. Actual employee holdings compare well with the Balanced portfolio with a lower PSR because of the large MSFT holding which increased STD but had little effect on APR. The Balanced portfolio had 12.6% in MSFT while the employees have 17.8% in MSFT. Note the scan has only 5.067B because 316M are in a Trust account and 44M are in employee loans.



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