Friday, August 27, 2010

Owens-Illinois 401k (LTSP) Plan PSDS Scan 12-31-2009



The Owens-Illinois 401k plan uses Harbor Funds for almost all of their invetment options. The plan has a GIC and it is the largest holding of the Balanced portfolio at 57.4% of the plan. Harbor Target Retirement Funds do not have 5yr data yet and they are not in the scan. The employee portfolio has 24.9% of their money in company stock OI which is very volatile. That increased their volatility risk STD = 20.61% and added little to their 5y return APR = 4.03%. All in all a good plan but in my opinion one that needs a little more diversification.

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