Horizon™ for Coca-Cola Bottlers Assn
Fund List (as of 05/15/22)
Type/Asset Class Plan Fund Name Comments/Penalties
Stable Value Galliard Stable Return 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 American Century Small Cap Value None
Mid-Cap Growth BlackRock Mid Cap Growth Equity None
Large Growth MainStay Winslow Large Cap Growth None
Large Value Principal MFS Value None
Large Growth T Rowe Price Growth Stock None
Large Blend Fidelity 500 Index Fund  60-Day Holding Period
Foreign Large Growth American Funds EuroPacific Growth None
Foreign Large Blend Fidelity International Index 60-Day Holding Period
Diversified Emerging Mkts Invesco Developing Markets None
Global Real Estate Principal Global Real Estate Sec None