Wednesday, December 15, 2010

McKesson 401k Plan PSDS Scan 12-31-2009



This plan made major changes effective March 31, 2010 the date of the last SEC 11-k report. The Mutual Fund window was closed and the investment options reduced. This scan uses the SEC 11-k report data for 5% or more of the Plans net asset allocation as of 3-31-2010 and Market Data as of 12-31-2009. The plan was helped by company stock MCK which is one of the three investment options in the Balanced portfolio. When I have more time I will redo the scan with 3-31-2010 Market Data. I had to read the SEC 11-k report several times to get this far.

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