It has been two years since the last scan. The Balanced portfolio was helped very little this year by company stock COP and the Balanced portfolio only invested 1.5% of that portfiolio in the stock. The plan added Vanguard target date retirement funds and several are in the Balanced portfolio. The employee portfolio largest holding by far is company stock which increased their portfolio volatility but not their return compared to the Balanced portfolio. On the positive side the 3D scan shows 28 of 32 investment options are now in the Balanced portfolio providing better diversification than the 2008 scan Balanced portfolio.
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