Downloaded the patch, said that some of my items could not be found or something like that.
Got my stuff from Dead Money so it might be my pre order pack. (Lightweight Metal Armor, Grenade Rifle.)
[edit]
Loaded another file, it still has the Mercenary Grenade Rifle so the pack is still there.
So DM's stuff didn't disappear.
The caravan pack didn't disappear.
And the saves work.
You're one of the lucky few.
I also have the Merc Pack (that's the one that has the gear you mentioned). I have four characters that I completed Dead Money with... all broken (levels 30-35); five other characters with which I have not traveled to SM... all broken (those are various levels of xp in multiple saves... everything from level 5 to level 23).
I did find ONE of my save files that was from just before I left the limits of Goodsprings (six or so steps from the prompt to rebuild my character) and
that one loads up fine after the message.
75 save slots. 10 hours of my life [censored] with them. And I find ONE that works. One out of 75 ain't bad. I guess.