This plan last scanned 4-24-2009 has changed a bit. The funds in the plan as of 12-31-2008 are now PTTRX, CHCGX, RSPFX HSPGX and DODGX and the Plan trustee is Merrill Lynch. The market data for this scan are 12-31-2009 data but the funds in the Balanced portfolio are still the GIC, stable value fund and PTTRX. Company stock SWY was down 8.8% in 2009 but has a small positive 5yr APR = 2.58%. The stable value fund proxy FUNDG from the US Government 401k plan saw its 2009 return drop to 2.97% which made its 5yr APR = 4.03%.
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