Monday, October 12, 2009
JP Morgan Chase 401k (SP) PSDS Scan 12/31/2008
This plan has 25 investment options; 6 fixed income funds, 4 international equity funds, 11 domestic equity funds, 3 lifestyle funds and company stock. The individual funds are not identified in the SEC 11-k report. I used JP Morgan funds for each catagory as available and proxies when there were no JPM funds with 5 yr data. The Balanced portfolio has no money in company stock which is the largest employee holding at 34.4% of the plan. The Balanced portfolio has 51.3% of the plan invested in the GICs represented by the GIC.ekx index in the scan.
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