Timken Co. 401k (SIPP) Plan PSDS Scan 12-31-2010

There are many Timken 401k plans with SEC-11k reports. This scan is for the Savings and Investment Pension Plan (SIPP). The Balanced portfolio invested 3.5% of the portfolio in company stock TKR and the employee portfolio has almost 10 times that at 30.5% their largest holding by far. A good stock the last 5 years but very volatile. The 3 largest holdings of the Balanced portfolio are the stable value fund SVF.hpx in the scan, the JP Morgan core bond fund OBOCX and the Vanguard retirement income fund VTINX. That portfolio has a 5yr APR of 5.00% with a Sharpe ratio of 1.11, about average for 401k plans.