Over the last 3 years this plan 5yr Balanced portfolio perfomance has improved significantly each year and the 3D scan now has a healthy look. Company stock TMO also has improved each year and is 6.6% of the Balanced portfolio. The employee portfolio has most of that portfolio in T. Rowe Price target date retiment funds and their stable value fund SVF.hpx in the scan. They have very little invested the other plan options. As I have pointed out in several TechNotes target date retirement funds in general are highly correlated by design and several company 401k plans restrict participants to one or two of these funds to achieve better diversification. All in all a good plan and company stock.
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