Horizon™ for Coca-Cola Bottlers Assn
Fund List (as of 12/27/22)
Type/Asset Class Plan Fund Name Comments/Penalties
Stable Value Wilmington Stable Value Fund None
Intermediate Core-Plus Bond Dodge & Cox Income None
Intermediate Core Bond Fidelity US Bond Index None
Intermediate Core-Plus Bond Metropolitan West Total Return Bond None
Allocation—50% to 70% Equity American Funds American Balanced None
Large Value Columbia Dividend Income None
Small Blend Fidelity Small Cap Index Fund 60-Day Holding Period
Mid-Cap Value Ariel Fund 12-Month Holding Period
Small Growth Fidelity Advisor Small Cap Growth 60-Day Holding Period
Small Value Wilmington Small Cap Value None
Mid-Cap Growth Wilmington Mid Cap Growth None
Large Growth MainStay Winslow Large Cap Growth None
Large Value Principal MFS Value None
Large Blend Wilmington Large Cap Growth None
Large Blend Fidelity 500 Index Fund  60-Day Holding Period
Foreign Large Blend MFS International Diversification None
Foreign Large Blend Fidelity International Index 60-Day Holding Period
Diversified Emerging Mkts Wilmington Emerging Markets None
Global Real Estate Principal Global Real Estate Sec None