A lot has changed since the last Home Depot scan 7-31-2008 but not the volatility of company stock HD which still has a negative 5yr APR. The Balanced portfolio now includes several Blackrock LifePath funds and the largest holding is the Blackrock U.S. Debt Index fund FUNDF in the scan with 75.3% of the portfolio in that fund. These Blackrock funds are also in the US Government 401k (TSP) which is the source of the 5yr data in the scan. The SEC 11-k report has no data on employee asset allocation by individual fund.The plan also includes a Schwab PCRA option for employees who want to select and manage their own portfolio. There was a Schwab 457 PCRA portfolio design scan posted on this site with the September 2010 scans. That portfolio uses Schwab recommended investments options of which there are many.
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