Page 88 - DCAC May 2024 Files

Investment strategy utilization As of 3/31/2024

Overview

The investment strategy
Participants by strategy Participant assets by strategy utilization is based on all
participants that have a balance
greater than $0. Each participant
is assigned a single investment
strategy to provide insights on
how investment options,
features, and services are being
utilized.

When a participant is assigned a
strategy, 100% of their balance is
grouped within that strategy
even if they have a diverse
investment mix. Additionally,
each participants’ strategy is
reevaluated and assigned every
month so a participant may
move in and out of the different
strategies from month to month.

For the full list of investment
strategies and their definitions,
please refer to the glossary.

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