General Mills 401k Plan PSDS Scan 12-31-2014

The SEC 11-k Report for this 401k Plan is at the category level and has no information on employee asset allocation. In the scan the funds for each category are shown below.  The Plan Trustee is BNY Mellon and their funds were used as 5yr market data was available.

Company Stock                 GIS

Diversified Equity              VDEQX 

S&P 500 Index                    MPLCX

Growth Equity                     ITGIX

Value Equity                        VIVAX

Small & Mid Cap Equity    MMCMX

Intl. Developed Mkts.         MPITX

Intl. Emerging Mkts.           MEMKX

Core Bond Fund                 AGG

Stable Value Fund              VRST

TDF Retirement Income    VTINX

TDF 2025                               VTTVX

TDF 2035                               VTTHX

Multi Asset Class                 BIICX

This is a "PCRA" portfolio with company stock GIS and ETF investment options available in any IRA rollover when you retire or today in a "PCRA" portfolio.  

Rollins Inc. 401k Plan PSDS Scan 12-31-2014

UnitedHealth Group 401k Plan PSDS Scan 12-31-2014

The scan this year is for the portfolio of investment options that are 5% or more of Plan assets and company stock UNH. Most of that portfolio are Target Date Retirement funds which produced an interesting diversification improvement.

The McCormick 401k Plan PSDS Scan 12-31-2014

SVB Financial Group 401k Plan PSDS Scan 12-31-2014

Cigna 401k Plan PSDS Scan 12-31-2014

Norfolk Southern 401k Plan PSDS Scan 12-31-2014

Occidental Petroleum 401k Plan PSDS Scan 12-31-2014

Colfax Corp. 401k Plan PSDS Scan 12-31-2014

GSK 401k Plan PSDS Scan 12-31-2014

Chemed 401k PSDS Design Scan 12-31-2014

Brown & Brown, Inc. 401k Plan PSDS Scan

Waddell & Reed Financial 401k Plan PSDS Scan 12-31-2014

This year only the Waddell & Reed mutual funds are in the scan.

SunEdison, Inc. 401k Plan PSDS Scan 12-31-2014

Loomis Sayles discontinued LAGRX and in the scan the index fund MDY replaces LAGRX.

Albany International 401k Plan PSDS Scan 12-31-2014

This scan is for the Albany International 401k Plan investments that represent 5% or more of Plan assets.

A "Harry Browne" Like Portfolio PSDS Scan 12-31-2014

This is a "Harry Browne" like portfolio created for a conservative retirement plan.

The last 5 years have made even a conservative portfolio look like a growth portfolio.