Macy's began in 1858 and has grown to include many retail companies. The plan trustee is JP Morgan Chase and I tried to use their funds for the investment catagories in the SEC 11-k report as available. Stable value fund - SVF.hpx
Money Market - VMVXX
Balanced Fund - OGIAX
S&P 500 Stock Index Fund - OGEAX
Small/Mid Cap Stock Fund - WWMSX
International Stock Fund - JSEAX
Macy's Stock Fund - M
Target Retirement Date Funds - Vanguard
The Balanced portfolio has over 85% of that portfolio in the stable value fund and the money market fund. Company stock M does not have a positive 5yr APR but has done well year-to-date and last year. The employee portfolio has 12.8% of their money in the stock which did not help the portfolio. All in all a pretty basic plan with a modest but postive Balanced portfolio.
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