The Fortune Brands 401k Balanced portfolio now includes a LifePath fund but still no company stock FO which has a negative 5yr APR = -7.67%. The SEC 11-k report this year has very little information about plan investments. The plan trustee is still Fidelity and the scan assumes the investment options are the same as last year. A Uniform portfolio is included in the scan as a proxy for the employee portfolio.
The NEXEN plan has improved a bit year over year but the Balanced portfolio is still a lifeboat portfolio with the 2 largest holdings being the stable value fund SVF.hpx in the scan and the money market fund FDRXX in the scan. That portfolio also has 4.3% invested in company stock NXY which is very volatile as most oil and gas company stocks usually are. The SEC 11-k report has no infomation on the employee asset allocation and a Uniform portfolio is shown in the 2D scan chart.
A lot has changed since last years Ford Motor 401k scan. Effective 1-1-2010 the plan has a new trustee and custodian State Street Bank and Trust, a new record keeper, some new investment options, a few old ones are gone and Mainstay Capital Management maintains a web site for employees to read about current plan investment options. I spent time on the new Blackrock Lifepath Index Funds which do not yet have 5yr market data. They track pretty closely the Morningstar catagory funds for each target date and that data was used to provide 5yr data.
This a small plan with mostly Prudential SMA funds and a GIC. The Balanced portfolio has 61.8% invested in the GIC and 14.6% in the bond fund HABDX in the scan. The SMA funds and their PSDS Registry symbol or proxy in the scan are
This is a Vangurad mostly plan helped by company stock NSC and several good funds. I was a bit surprised A Vanguard bond fund VBMFX OR VBISX was not in the plan. The Balanced portfolio invested 17.7% of the portolio in company stock and the employees invested 41.9% of their money in the stock. That's too much for a retiree in my opinion. In the scan the stable value fund is VRST and the target date fund VTENX was represented by L2010 which has 5yr data. It is the US Government 401k (TSP) 2010 fund.
The Marriott plan was not helped by company stock MAR. The Balanced portfolio has 82.6% of the plan invested in the stable value fund SVF.hpx in the scan and a large GIC. The SEC 11-k report has limited data on the employee asset allocation and a Uniform portfolio is shown in the 2D scan chart. T. Rowe Price manages the GIC investments and Northern Trust is the plan custodian. Their funds were used for investment options identified only by catagory as available.
The Balanced portfolio this year has 14 investment options more than 3X the number last year. That improvement makes the 3D scan look healthier but it is still a lifeboat portfolio with 50.8% of the plan in the stable value fund FMIP2 in the scan. The employee portfolio largest holding is also the stable value fund but they have 6.5% in company stock which increased their volatility risk with no benefit to their 5yr return.
