This is a small plan consisting of a large Master Trust organized into 8 investment catagories for plan participants. I spent more time this year on the SEC 11-k report sorting the investments into ETF funds and the State Street S&P 500 index fund. They are the plan Trustee.
Treasury inflation-indexed - TIP
Investment grade bonds - AGG
Synthetic investment contracts - GIC
Synthetic investment contracts - GIC
Quest common stock - Q
Large cap US stocks - SVSPX
Small-mid cap US stocks - IWS
Non-US stocks - EFA
Short term investment fund - SHY
The Balanced portfolio invested most of the plan in the GIC GIC.ekx in the scan and the short term investment fund SHY in the scan with nothing in company stock Q. The employee portfolio had 7.1% of their portfolio in company stock which is very volatile.
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