Tuesday, December 15, 2009

UNUM Group 401k (RP) PSDS Scan 12/31/2008


















A plan helped a little by company stock and hurt by 2008 like many. The so called Balanced portfolio has 85.4% of the plan invested in a Fidelity stable value fund FMIP2 in the scan. The employee portfolio largest holding is also the stable value fund with 22.6% of the portfolio in FMIP2. The plan trustee is Fidelity and many of the funds are from Fidelity with FCNTX being the employee portfolio second largest holding.

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