A small plan helped a little by company stock FAST and the Balanced portfolio has invested 1.5% of the plan in company stock. The employee portfolio has invested 31.6% of that portfolio in company stock which is way too much for a prudent investor in my opinion. That portfolio has a lower return 5yr APR = 3.47 with a higher risk STD = 16.23%. The Merrill Lynch Retirement Preservation Trust is represented by the GIC index GIC.ekx in the scan and that is where 64.6% of the Balanced portfolio is invested today. That number will go down as the Market recovers to long term mean value returns.
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