Update
Well, I decided not to wait until Saturday and pulled the carrier yesterday afternoon, and took it to my friend's house this morning to check it out. The driver's side bearing did spin on the carrier, but not bad enough to ruin the carrier. I was expecting the bearing to come off by hand, but a puller was still necessary - just wasn't as tight as it should be. He's confident the green Loctite will take care of that. The right side bearing race had also spun in the housing, but very little - you have to really look to see any marks. He said that will be easy to take care of, too.
It looks like we lost two, maybe three shims total, but he has plenty laying around to replace them. Hopefully we can get it close the first time and not have to install/remove the carrier too many times - that sucker is heavy.

Had to pick up new carrier bearings/races ($61 for both sides) because you could see where the shim material had gone through.
The ring and pinion is fine - luckily the truck has low mileage and probably hasn't been heavily loaded much since the shims went AWOL, otherwise the R&P would most likely be damaged. After really looking things over, I have a feeling that there has been some work done to the rear before - I've never seen these stamp marks ("H" on each) on the bearing caps and housing from the factory. The bearings were also "made in Japan," so they've probably been changed at some point. Hopefully this will be the last time, at least for 100k miles or more.....
Thanks for all the info, and I'll update again once it's back together. For those that have found shims in your rear (the trucks, that is...

), you might want to have the backlash checked.
