Thursday, April 21, 2011

Kroger 401k 401k (SP) Plan PSDS Scan 12-31-2010





The Kroger 401k scan this year does not have the emerging market fund EEM that was in the scan last year. I could not find in the latest SEC 11-k report an investment option other than MALOX that was international. Company stock KR and the other options continue to recover from the recession and have made incremental improvement over last year but without an emerging market option the Balanced portfolio did not. As the 3D scan image shows it has become a lifeboat portfolio with the GIC holding 65.5% of the portfolio. The employee portfolio has company stock as it's largest holding followed by the GIC. It is still a good plan but needs an investment option like EEM, GLD, etc. to deliver returns like last years Balanced portfolio.

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