Abbott Laboratories 401k PSDS Scan 12-31-2012

Phoenix Companies 401k Plan PSDS Scan 12-31-2012

This companies stock PNX has double digit negative 3yr, 5yr and 10 yr APRs and is still in business. In fact the stock was up over 100% in 2013 rising from the ashes like the proverbial Phoenix.

Southwest Gas Corp. 401k PSDS Scan 12-31-2012

Ryder System Inc. 401k PSDS Scan 12-31-2012

Nordstrom 401k Plan PSDS Scan 12-31-2012

SPX Corp. 401k Plan PSDS Scan 12-31-2012

AT&T Inc. 401k Plan PSDS Scan 12-31-2012

The Trustee for the Plan is BNY Mellon, the Record Keeper is Fidelity and the investments representing 5% or more of the Plan were company stock T and funds from Barclays (Blackrock). This year in the Scan I used for the 7 investment options,

AT&T Shares  T

Bond Fund AGG

Large Cap Stock Fund MDLRX

Interest Income Fund F (US Gov 401k TSP F Fund)

Global Equity Fund MALOX

Mid and Small Cap Stock Fund  IWM

International Stock Fund EFA

StanCorp Financial Group 401k PSDS Scan 12-31-2012

Fidelity National Information Services 401k PSDS Scan 12-31-2012

This 401k Plan effective 7-29-2011 removed company stock FIS from the investment options avilable to Participants and it is not in the scan.

Teleflex Inc. 401k Plan PSDS Scan 12-31-2012

Stewart Information Services 401k PSDS Scan 12-31-2012

Exxon Mobile 401k Plan PSDS Scan 12-31-2012

The Exxon Mobile 401k Plan employee portfolio has over 70% of the Plan invested in company stock XOM. This company is the largest Public company over 100 years old and it wil be around a lot longer than I will. However, the stock did not do well the last 5 years and the 5 year Balanced portfolio invested very little in XOM. In this case the 10 year stock perfomance is a better metric for retirement investing in my opinion.

Fastenal Co. 401k Plan PSDS Scan 12-31-2012

The Fastenal 401k Plan is likely to repeat as a Top 5 401k Plan again this year as company stock FAST continues to do well.

Olin Corp. 401k Plan PSDS Scan 12-31-2012

A Scan of Public Companies Over 100 Years Old

The Standard & Poor's Capital IQ list of public companies over 100 years old got me thinking about recent papers on intrinsic value investing.  This scan is one of many that will be in yet another White Paper I am writing.

Penske Automotive Group 401k PSDS Scan 12-31-2012

In the scan the SSgA target date funds are represented by the corresponding Wells Fargo target date funds that are traded on the NYSE.

AmerisourceBergen 401k Plan PSDS Scan 12-31-2012

Exelon Corp 401k Plan PSDS Scan 12-31-2012

There are many public companies 100 years old or more and Exelon is one of them founded in 1887.  I am working on a White Paper focused on these companies and Exelon is one that has lost money in rescent years and its stock is down again YTD as of today. In this scan only the investment options with 5% or more of 401k assets as reported in the SEC 11-k report for 2012. If you are in the plan and near retirement the Balanced porftolio may be of interest it has money in only 3 options; the stable value fund FMIP, PRWCX and PTTRX.