Monday, February 13, 2012

Valero Energy 401k (TP) Plan PSDS Scan 12-31-2011



The Trustee for the Valero Energy 401k Plan is now the Bank of American National Trust BANA. It was Merrill Lynch. The Plan SEC 11-k report still shows a Retirement Preservation Trust as its second largest holding. You may want to read the Federal Register Volume 76 Number 219 Monday November 14, 2011 Notes for a detailed risk analysis. I kept that Trust investment in the scan as the Heuler stable value fund index. Company stock VLO was down in 2011 and is not in the Balanced portfolio but it remains the largest holding in the employee portfolio. On a positive not the stock is up over 10% YTD.

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