T. Rowe Price LCG (TPLGX) 11,935,347 - - - - - 2,046,289 -3,152,275 10,829,361

Board of Trustees of the Fire and Police Pension · 2026-05-14 · agenda_item

The Board of Trustees of the Fire and Police Pension, City of Fernandina Beach, is reviewing investment performance data for the period ending March 31, 2026. This review includes various investment funds such as T. Rowe Price LCG, Vanguard Total Stock Market Index, and others covering domestic and international equity, fixed income, and real estate. The board is examining trailing returns, comparing fund performance against policy benchmarks and industry medians. This process is part of the ongoing management and oversight of the pension plan's assets. While no specific construction or development project is detailed, the management of significant pension fund assets implies a need for financial services, investment management, and potentially related administrative support. Businesses offering financial planning, investment advisory, and accounting services may find opportunities in supporting the board's fiduciary responsibilities.