Wednesday, November 4, 2009

ATMOS Energy 401k (SPT) Plan PSDS Scan 12/31/2008


















Another lifeboat portfolio with the Balanced portfolio having 92.2% of the plan in the stable value fund represented by the index SVF.hpx in the scan. The employee portfolio had company stock ATO as their largest holding at 37.4%. That reduced their 5yr APR to 2.09%. In the scan the T.Rowe Price target retirement funds without 5yr data were repesented by the corresponding year Vanguard fund.

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