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Plan Returns Cool, Yet Deliver Third Positive Quarter in a Row; Small Plans Bested by Large Plans (PDF)
Wilshire Associates 
May 5, 2014
"Contrary to last quarter, small plans underperformed large plans for the first quarter of 2014 which pulled the median return ... to a lackluster 1.66 percent ... Taft-Hartley Health and Welfare Funds was the lowest performing plan type for the third quarter in a row with a median return of 1.26 percent.... Corporate Funds delivered the largest size spread, with median returns for small versus large Corporate Funds of 1.71 and 2.39 percent, respectively[.]"
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