Kroger 401k (RSAP) Plan PSDS Scan 12-31-2009

Company stock KR did not have a good 2009 but still has a positive 5yr APR = 4.22 and a positive 5yr Sharpe ratio. It is in the Balanced portfolio at 6.2% of the portfolio but much lower than last year. I added Retirement Date Funds using the Barclay Target Date funds from the US Government 401k plan as proxies. The funds and trust catagories from the 2009 SEC 11-k report and their proxies in the scan are,

Company Stock: KR

Collective trusts:

ML Mid Cap S&P 400 Index Trust - IJH

ML Equity Index Trust - SPY

ML Small Cap Index Trust - IJR

ML International Indes Trust - EFA

Mutual Funds:

Large Cap Equity - VGSTX

Dodge & Cox International - DODFX

Aberdeen Emerging Markets - EEM

Blackrock Global Allocation - MALOX

Retirement Date Funds

L-income

L2010

L2020

L2030

L2040