Kroger Co. 401k Plan PSDS Scan 12-31-2013

BIG Lots Inc. 401k Plan PSDS Scan 12-31-2013

Enbridge Inc. 401k Plan PSDS Scan 12-31-2013

Boeing 401k (VIP) Plan PSDS Scan 12-31-2013

The Boeing 401k Plan continues to evolve and now has company stock BA, ten core options and three options only available in the target date funds. In this scan they are;

US Bond Market Fund                           AGG
US Large Companies Fund                  IWB
S&P 500 Index                                          SVSPX
US Small/Mid Companies Fund           FSGAX
Russell 2000 Index Fund                       IWM
International Companies Fund            VGTSX
International Index Fund                       ACWX
Global Equity Fund                                 ACWI
Diversified Real Assets Fund               TIP
Global Bond Fund                                   TPINX
**********************************************************
Core Plus Bond                                        ONIAX
Global REIT Fund                                     TAREX
Commodity Fund - DowJones              DJP

In the scan the Target Date Funds are represented but not individually which distorts the Portfolio Diversification Ratio PDR which at PDR = 0.36 is good.

Dow Chemical Co. 401k Plan PSDS Scan 12-31-2013

Dow Jones 30 Stock Portfolio PSDS Scan 12-31-2013

The Dow Jones 30 Stock portfolio changed 4 stocks since the last scan. The new stocks are NKE, GS, V and UNH. This portfolio continues to be better diversified than most 401k Plans and the last 5 years have been kind to all as you can see.

One of my portfolios that was not well diversified was the World 20 ETF Portfolio which I did not design using the covariance matrix portfolio diverification ratio PDR because I did not have that tool back then.

LifePoint Hospitals Inc. 401k PSDS Scan 12-31-2013