This scan includes only plan investments that represented 5% or more of the 12-31-2009 assets available for benefits. One of them the JPMCB intermediate bond fund PGBOX in the scan is nonparticipant directed. The plan is small but the Balanced portfolio outperforms most other plans with a 5yr APR = 6.06% and a positive Sharpe ratio of 1.02. The employee portfolio invested 33.5% of that portfolio in company stock BBY which reduced their return and increased their volatility risk. All in all a good plan and if you limit company stock to 10% a very good plan.
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