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T. Rowe Price LCG (TPLGX) 2,005,006 4.97 2,257,020 5.51 2,209,774 5.56 2,045,085 5.43 1,723,850 4.97

Board of Trustees of the General Employees’ Pension Plan · 2026-05-14 · agenda_item

The Board of Trustees of the General Employees’ Pension Plan, City of Fernandina Beach, Nassau, is reviewing asset allocation strategies for the Fernandina Beach General Employees' Retirement System. This review includes various investment funds such as T. Rowe Price LCG, Vanguard Total Stock Market Index, and Europacific Growth. The system's total fund market value as of March 31, 2026, was over $34 million. This item is currently under review by the Board of Trustees. While no physical construction is described, the review of investment strategies may lead to future financial transactions and management needs. Businesses specializing in financial planning, investment management, and related advisory services could find opportunities. Engaging early in the review process allows for understanding potential shifts in asset management and related service requirements.

Total Fund Market Value
34,714,380

Industries that could win this work

  • Financial Planning & Advisory
  • Investment & Securities
  • Business Consulting
  • Accounting & Tax

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