The Balanced portfolio for this plan invested 9.5% of the plan in company stock FLS which has positive 5yr and 10yr Sharpe ratios. The largest holding of that portfolio is the Vanguard stable value fund VRST at 38.1% of the portfolio. The employee portfolio has 13.8% invested in company stock and the stable value fund is their largest holding as of 12-31-2009 as well. The 3D scan provides the Balanced portfolio asset allocation and it has 12 investment options. This is a good plan and the employee's did much better than most the last 5yrs.
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