Monday, March 23, 2009

Boeing 401k (VSP) Plan PSDS Scan 12/31/2008





The Boeing 401k scan is based on 12/31/2007 SEC 11-k data and court documents related to an ERISA case. The Master fund trustee is State Street Bank and Trust. The mutual funds in the plan are only identified by their generic catagory and where possible I used the SSgA fund for each catagory. Very few had 5yr data so you will see mostly proxies in the correlation chart. Since the stable value fund is so important I spent time looking at the SSgA stable value fund data before selecting the US Government FUND G stable value fund as a proxy. Boeing stock is in the scan with a 5yr APR = -14.78 and STD = 35.2.

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