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HPQ » Topics » Plan Asset Allocations

This excerpt taken from the HPQ 10-K filed Dec 18, 2007.

Plan Asset Allocations

        HP's weighted-average target and asset allocations at the September 30 measurement date were as follows:

 
   U. S. Defined
Benefit Plans
   Non-U.S. Defined
Benefit Plans
   Post-Retirement
Benefit Plans
  
 
    
   Plan Assets
    
   Plan Assets
    
   Plan Assets
  
Asset Category
   2007
Target
Allocation
   2007
Target
Allocation
   2007
Target
Allocation
  
  2007
   2006
   2007
   2006
   2007
   2006
  
Public equity securities       62.5 % 70.5 %     62.1 % 63.5 %     64.3 % 66.8 %
Private equity securities       5.8 % 3.4 %     —   —       11.5 % 8.6 %
Real estate and other       0.6 % 0.3 %     6.5 % 2.6 %     0.9 % 0.7 %
       
 
     
 
     
 
 
Equity-related investments   70 % 68.9 % 74.2 % 67 % 68.6 % 66.1 % 76 % 76.7 % 76.1 %
Public debt securities   28 % 28.0 % 25.8 % 33 % 30.9 % 33.4 % 21 % 20.5 % 23.9 %
Cash   2 % 3.1 % —   —   0.5 % 0.5 % 3 % 2.8 % —  
   
 
 
 
 
 
 
 
 
 
  Total   100 % 100 % 100 % 100 % 100.0 % 100.0 % 100 % 100.0 % 100.0 %
   
 
 
 
 
 
 
 
 
 
This excerpt taken from the HPQ 10-K filed Dec 22, 2006.

Plan Asset Allocations

        HP's weighted-average target and asset allocations at the September 30 measurement date were as follows:

 
   U.S. Defined
Benefit Plans
   Non-U.S. Defined
Benefit Plans
   Post-Retirement
Benefit Plans
  
 
    
   Plan Assets
    
   Plan Assets
    
   Plan Assets
  
Asset Category
   2006
Target
Allocation
   2006
Target
Allocation
   2006
Target
Allocation
  
  2006
   2005
   2006
   2005
   2006
   2005
  
Public equity securities       70.5 % 61.3 %     63.5 % 63.5 %     66.8 % 68.4 %
Private equity securities       3.4 % 2.1 %     —   —       8.6 % 7.0 %
Real estate and other       0.3 % 0.2 %     2.6 % 2.5 %     0.7 % 0.7 %
       
 
     
 
     
 
 
Equity-related investments   73 % 74.2 % 63.6 % 64 % 66.1 % 66.0 % 75 % 76.1 % 76.1 %
Public debt securities   27 % 25.8 % 22.6 % 36 % 33.4 % 31.9 % 25 % 23.9 % 23.6 %
Cash   —   —   13.8 % —   0.5 % 2.1 % —   —   0.3 %
   
 
 
 
 
 
 
 
 
 
  Total   100 % 100 % 100.0 % 100 % 100.0 % 100.0 % 100 % 100.0 % 100.0 %
   
 
 
 
 
 
 
 
 
 
This excerpt taken from the HPQ 10-K filed Dec 21, 2005.

Plan Asset Allocations

        HP's weighted-average target and asset allocations at the September 30 measurement date were as follows:

 
   U. S. Defined
Benefit Plans
   Non-U.S. Defined
Benefit Plans
   Post-Retirement
Benefit Plans
  
 
    
   Plan Assets
    
   Plan Assets
    
   Plan Assets
  
Asset Category
   2005
Target
Allocation
   2005
Target
Allocation
   2005
Target
Allocation
  
  2005
   2004
   2005
   2004
   2005
   2004
  
Public equity securities       61.3 % 71.4 %     63.5 % 64.8 %     68.4 % 69.4 %
Private equity securities       2.1 % 2.5 %     —   —       7.0 % 6.7 %
Real estate and other       0.2 % 0.3 %     2.5 % 2.6 %     0.7 % 0.8 %
       
 
     
 
     
 
 
Equity-related investments   74 % 63.6 % 74.2 % 64 % 66.0 % 67.4 % 76 % 76.1 % 76.9 %
Public debt securities   26 % 22.6 % 25.8 % 36 % 31.9 % 31.5 % 24 % 23.6 % 23.1 %
Cash       13.8 % 0.0 %     2.1 % 1.1 %     0.3 % 0.0 %
   
 
 
 
 
 
 
 
 
 
  Total   100 % 100.0 % 100.0 % 100 % 100.0 % 100.0 % 100 % 100.0 % 100.0 %
   
 
 
 
 
 
 
 
 
 
This excerpt taken from the HPQ 10-K filed Jan 14, 2005.

Plan Asset Allocations

        HP's weighted-average target and asset allocations at the September 30 measurement date were as follows:

 
   U. S. Defined
Benefit Plans
   Non-U.S. Defined
Benefit Plans
   Post-Retirement
Benefit Plans
  
 
    
   Plan Assets
    
   Plan Assets
    
   Plan Assets
  
Asset Category
   2004
Target
Allocation
   2004
Target
Allocation
   2004
Target
Allocation
  
  2004
   2003
   2004
   2003
   2004
   2003
  
Equity securities       71.4 % 71.1 %     64.8 % 63.8 %     69.4 % 70.1 %
Private market securities       2.5 % 2.4 %     —   —       6.7 % 6.4 %
Real estate and other       0.3 % 0.5 %     3.7 % 5.1 %     0.8 % 1.0 %
       
 
     
 
     
 
 
  Equity-related investments   74 % 74.2 % 74.0 % 65 % 68.5 % 68.9 % 77 % 76.9 % 77.5 %
       
 
     
 
     
 
 
Public debt securities   26 % 25.8 % 26.0 % 35 % 31.5 % 31.1 % 23 % 23.1 % 22.5 %
       
 
     
 
     
 
 
  Total   100 % 100.0 % 100.0 % 100 % 100.0 % 100.0 % 100 % 100.0 % 100.0 %
       
 
     
 
     
 
 

EXCERPTS ON THIS PAGE:

10-K
Dec 18, 2007
10-K
Dec 22, 2006
10-K
Dec 21, 2005
10-K
Jan 14, 2005

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