Tuesday, February 15, 2011

Kyocera 401k (KAM RP) Plan PSDS Scan 12-31-2010



Only 3 0f the 28 investment options in the scan are NOT in the Balanced portfolio. That seems to be a trend this year and it is a positive trend. The Balanced portfolio's 2 largest holdings are the stable value fund SVF.hpx in the scan at 22.5% and the bond fund PTTRX at 19.9%. That portfolio invested 3.2% of plan in company stock KYO and the employee portfolio has a small amount in the stock too. The plan trustee is T. Rowe Price which I don't see often and their Target Date Funds are above average. All in all a good plan helped a little by company stock.

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