Wednesday, May 13, 2009

Hewitt 401k Index PSDS Scan 12/31/2008


















Hewitt Associates have tracked 401k plan money flow for over 10 years in their 401k index for their HR clients. As of 1/31/2009 the largest holding is in GIC/Stable investment options with just over 34% of the index portfolio. Other catagories are Large US Equity, Company Stock, Lifestyle, Bond, International, Balanced, Small US Equity, Money Market, Mid US Equity, Specialty/Sector and Self Directed. I created a portfolio for these catagories from the funds in these catagories I see most often in the 401k plans I have scanned. I did not include a company stock or self directed option in the scan.

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