This plan has only catagory funds in their SEC 11-k report. I reviewed the MetLife SMA funds and the mutual funds in their variable annuity retirement accounts to find proxy funds that represent the 401k catagory investment options in the plan. The largest employee holding by far is the Fixed Income Fund. Fixed Income Fund - PTTRX and AGG
Equity Fund - SPY
International Equity Fund - EFA
Common Stock Index Fund - VTI
Blended Small Company Stock Fund - IWN
MetLife Company Stock - MET
Value Equity Fund - IWD
The Balanced portfolio has almost all the money in bond investments PTTRX and AGG. The employee portfolio has about 60% of that portfolio in the Fixed Income Fund represented by these same investments. They also had 5.6% invested in company stock MET which reduced their return a bit to a 5yr APR = 4.35% but with a positive Sharpe ratio of 0.41.
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