Honda Motor Co. ADR 401k (RP) Plan PSDS Scan 12-31-2011

Thomson Reuters USA 401k (SP) PSDS Scan 12-31-2011

Mayo Clinic 403b Plan PSDS Scan 12-31-2011

Quest Diagnostics, Inc. 401k (SP) PSDS Scan 12-31-2011

A QQQ 100 Top 5 Sharpe Stock Portfolio

Johnson & Johnson 401k (SP) Plan PSDS Scan 12-31-2011

McKesson 401k (SIP) Plan PSDS Scan 12-31-2011

Ecolab, Inc. 401k (SP) Plan PSDS Scan 12-31-2011

A Portfolio of TRRCX Top 25 Holdings 12-31-2011

3 yr Market Data Scan

This TRRCX portfolio design scan is part of a study that revisits an earlier Target Date Retirement Fund (TDF) portfolio diversification study circa 2008. These funds have improved and their use by 401k plan participants is growing rapidly. In general Mutual Funds and the S&P 500 have not done well the last 5 years but the TRRCX portfolio contains a good Balanced portfolio for this period. The Top 25 TRRCX data are from Morningstar and they contain a few duplicates and a new fund PRAFX that does not yet have 5yr data. All the other funds are in the scan. The 3yr Scan shows improvement primarily because 2008 is not one of the scan years but also because the 25 funds in the portfolio are better diversified. The Stress Test in PSDS uses the Levy fat tails probability density distribution function.

Cardinal Health 401k (SP) PSDS Scan 12-31-2011

Astec Industries, Inc. 401k (RP) PSDS Scan 12-31-2011

Allergan Inc. 401k (SIP) Plan PSDS Scan 12-31-2011

Paychex, Inc. 401k (IRP) Plan PSDS Scan 12-31-2011

This portfolio should not be confused with the PAYCHEX Retirment Services Portfolio.