Wednesday, September 22, 2010

Dominion Resources 401k (SSP) Plan PSDS Scan 12-31-2009



The Balanced portfolio for this plan has company stock D as its second largest holding and the bond fund MIIDX as its largest holding. The plan has no stable value fund or money market fund and continues to do well. The employee portfolio has 48.2% of their money in company stock D by far their largest holding. In the scan this year I used VHGEX instead of AEPGX as the proxy for the Capital Research & Management international equity fund as the plan advisor is Vanguard. This year the Balanced portfolio has a few Vanguard Target date funds and the employee portfolio has even more.

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