Steady by design.
A year-by-year look at how Oakhaven Springs grew combined assets for Erebor and Rivendell members, and how those assets are invested.
“This was a year of steady growth for both plans — proof that patient, well-diversified investing continues to work.”
R. Ashford · Board Chair
How assets have grown
Combined assets grew from $13,000,000,000 in 2025 to $14,203,481,552 in 2026. Member and employer contributions remain the steady base; investment return has made up a growing share of the total each year since 2020.
How it's invested
Equities
Publicly traded companies across global markets, held for long-term growth.
Fixed income
Government and corporate bonds that provide stability and steady income.
Real estate
Commercial and residential property held directly and through partnerships.
Infrastructure
Utilities, transport, and renewable energy assets with long-term, inflation-linked returns.
Highlights
Combined asset growth
Assets grew from $13,000,000,000 to $14,203,481,552 between 2025 and 2026.
Plain-language search
Members can search in their own words — try a query like “top up my pension” and it still finds the right page.
Try the search →A first look at My Account
A new illustrative dashboard previews what a signed-in experience could look like.
Preview the dashboard →4 asset classes, one strategy
See the full combined asset mix invested on members' behalf.
Jump to portfolio →