Jacobs Asset Management
200 E. Broward Blvd., Suite 1920, Fort Lauderdale, FL 33301; phone: (954) 766-7166; fax: (954) 766- 7177
($ millions)
Total DC assets 21
Internally managed 21
Plan type:
401(k) 21
Investment vehicle:
Separate accounts 21
Asset mix:
Stocks 94%
Cash 6%
Client contact: Todd K. Borton
P.O. Box 8, Alpha, OH 45301; phone: (937) 426-7640; fax: (937) 426-7097
($ millions)
Total DC assets 129
Internally managed 129
Plan type:
401(k) 4
Profit sharing 125
Asset mix:
Stocks 55%
Bonds 40%
Cash 5%
Client contact: Diane Rose
Janus Capital Corp.
100 Fillmore St., Suite 400, Denver, CO 80206-4928; phone: (800) 525-1068; fax: (303) 396-7559; www.janus.com
($ millions)
Total DC assets 17,435
Internally managed 17,435
Plan type:
401(k) 16,131
403(b) 1,304
Investment vehicle:
Mutual funds 14,381
Variable annuities 2,659
Separate accounts 395
Asset mix:
Stocks 98.0%
Bonds 1.5%
Cash 0.5%
Client contact: Joe Baggett
Johnson Investment Counsel
3777 W. Fork Road, Cincinnati, OH 45247; phone: (513) 661-3100; fax: (513) 661-3160
($ millions)
Total DC assets 343
Internally managed 343
Plan type:
401(k) 19
Money purchase/profit sharing 324
Investment vehicle:
Mutual funds 9
Separate accounts 334
Asset mix:
Stocks 61%
Bonds 37%
Cash 2%
Client contact: Mindy McLaughlin
Tom Johnson Investment Management Inc.
211 N. Robinson, Suite 450, Oklahoma City, OK 73102; phone: (405) 236-2111; fax: (405) 236-2008
($ millions)
Total DC assets 197
Internally managed 197
Plan type:
401(k) 190
403(b) 7
Asset mix:
Stocks 78%
Bonds 22%
Client contact: Richard Parry
Jurika & Voyles LP
1999 Harrison St., Suite 700, Oakland, CA 94612; phone: (510) 446-1991; fax: (510) 874-4189; www.jurika.com
($ millions)
Total DC assets 1,866
Internally managed 1,866
Investment vehicle:
Separate accounts 1,866
Asset mix:
Stocks 82%
Bonds 13%
Cash 5%
Client contact: Julie Corbett
