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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.
| Quarter | 401k | Investment Plan | Retirement Plan |
| Q4 | N/AV | N/AV | N/AV |
| Q3 | N/AV | N/AV | N/AV |
| Q2 | N/AV | N/AV | N/AV |
| Q1 | N/AV | PDF (2 MB) | PDF (1.8 MB) |
| Quarter | 401k | Investment Plan | Retirement Plan |
| Q4 | PDF (1.3 MB) | PDF (2.9 MB) | PDF (2.8 MB) |
| Q3 | N/AV | N/AV | N/AV |
| Q2 | N/AV | PDF (371 KB) | PDF (7.5 MB) |
| Q1 | PDF (771 KB) | PDF (2.3 MB) | PDF (2.1 MB) |
| Quarter | 401k | Investment Plan | Retirement Plan |
| Q4 | PDF (426 KB) | PDF (1 MB) | PDF (808 KB) |
| Q3 | N/AV | N/AV | N/AV |
| Q2 | PDF (414 KB) | PDF (1.6 MB) | PDF (1.4 MB) |
| Q1 | N/AV | PDF (1.1 MB) | PDF (926 KB) |
| Quarter | 401k | Investment Plan | Retirement Plan |
| Q4 | N/AV | PDF (1.6 MB) | PDF (1.4 MB) |
| Q3 | N/AV | PDF (1.3 MB) | PDF (1.2 MB) |
| Q2 | PDF (328 KB) | PDF (2.0 MB) | PDF (1.9 MB) |
| Q1 | PDF (685 KB) | PDF (1.6 MB) | PDF (1.5 MB) |
| Quarter | 401k | Investment Plan | Retirement Plan |
| Q4 | PDF (364 KB) | PDF (1.3 MB) | PDF (1.2 MB) |
| Q3 | N/AV | PDF (714 KB) | PDF (614 KB) |
| Q2 | PDF (305 KB) | PDF (637 KB) | PDF (1.0 MB) |
| Q1 | N/AV | PDF (1.8 MB) | PDF (1.4 MB) |
| Quarter | 401k | Investment Plan | Retirement Plan |
| Q4 | PDF (287 KB) | PDF (312 KB) | PDF (209 KB) |
| Q3 | N/AV | PDF (4.9 MB) | PDF (4.9 MB) |
| Q2 | PDF (650 KB) | PDF (808 KB) | PDF (723 KB) |
| Q1 | N/AV | PDF (2.5 MB) | PDF (2.2 MB) |