H-E-B Investment and Retirement Plan Trust
The H-E-B Investment and Retirement Plan Trust, established in 1976, is a qualified defined contribution plan designed to provide retirement benefits to employees and their beneficiaries at H.E. Butt Grocery Company. This trust allows participants to allocate their accounts among various investment options, including aggressive, conservative, and market funds, while the investment decisions are managed by a committee of trustees. As of March 2001, the plan had approximately $800 million in assets, reflecting its significant role in supporting the retirement savings of H-E-B employees. Industries it has a preference for include: Diversified/Conglomerates, Business Services, Consumer Discretionary, Consumer Products (CPG; FMCG), Consumer Services, Energy & Utilities, Financial Services, Healthcare, Industrials, Information Technology, Marketing/Advertising, Media (Text; Video; Audio), Oil & Gas, Raw Materials & Natural Resources, Telecoms & Data It's preferred route(s) to market include: Primary Funds, Secondary Funds. First time funds may be considered.