Tuesday, June 30, 2015

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.  




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