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Home  >  About IEEE  >  Volunteers  >  Committee  >  Investment

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The Callan Reports are reports on the fund and manager performance for the time periods specified.

The following reports were prepared by Callan Associates Inc. (CAI) using information from sources that include the following: fund trustee(s); fund custodian(s); investment manager(s); CAI computer software; CAI investment manager and fund sponsor database; third party data vendors; and other outside sources as directed by the client.

Note: Only members of the Investment Committee and other authorized IEEE volunteers can have access to these reports.

 

2011

Quarter
Report Plan
 
401k
Investment Plan
Retirement Plan
Q4 N/A PDF (1029 KB) PDF (808 KB)
Q3 N/A N/A N/A
Q2 PDF (414 KB) PDF (1583 KB) PDF (1418 KB)
Q1 N/A PDF (1085 KB) PDF (926 KB)

 
 

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2010

Quarter
Report Plan
 
401k
Investment Plan
Retirement Plan
Q4 Not Available PDF (1556 KB) PDF (1437 KB)
Q3 Not Available PDF (1309 KB) PDF (1189 KB)
Q2 PDF (328 KB) PDF (2022 KB) PDF (1934 KB)
Q1 PDF (685KB) PDF (1591 KB) PDF (1473KB)

 
 

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2009

Quarter
Report Plan
 
401k
Investment Plan
Retirement Plan
Q4 PDF (364 KB) PDF (1269KB) PDF (1151 KB)
Q3 Not Available PDF (714 KB) PDF (614 KB)
Q2 PDF (305 KB) PDF (637 KB) PDF (1003 KB)
Q1 Not Available PDF (1799 KB) PDF (1401 KB)

 
 

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2008

Quarter
Report Plan
 
401k
Investment Plan
Retirement Plan
Q4 PDF (287 KB) PDF (312 KB) PDF (209 KB)
Q3 Not Available PDF (4879 KB) PDF (4854 KB)
Q2 PDF (650 KB) PDF (808 KB) PDF (723 KB)
Q1 Not Available PDF (2515 KB) PDF (2209 KB)

 
 

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