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[DOCX File]THE OKLAHOMA PUBLIC EMPLOYEES RETIREMENT SYSTEM
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The Board of Trustees of the Oklahoma Public Employees Retirement System (OPERS) and the Uniform Retirement System for Justices and Judges (URSJJ) is charged with the investment of approximately $9 billion in combined defined benefit retirement funds …
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[DOC File]PENSION RESERVES INVESTMENT MANAGEMENT BOARD
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2. Please list 5 largest U.S. tax-exempt accounts currently managed, including all public and ERISA fund clients, invested in the proposed product. Name Date of Inception Market Value (12/31/08) 3. List …
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[DOC File]FDM 450 Examples
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Examples: stocks, bonds, annuities, trust holdings partnership interests, life insurance, investment real estate, or a privately-held trade or business; sector mutual funds; holdings of retirement plans (e.g., 401(k)s or IRAs (list each holding except diversified mutual funds…
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[DOC File]MetLife Implementation Worksheet ... - Empower Retirement
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457 SDIO Check off any Excluded Funds BlackRock Bond Income Portfolio unavailable unavailable IB1482 METIB MFS Total Return MT1482 METMT MT1482 METMT Met/Artisan …
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[DOC File]Pepperdine University Retirement Plan Committee Meeting …
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BlackRock International Opportunities A: This fund has moved into the foreign large cap equity category from the foreign small/mid category. ... The glide paths were reviewed for both options and it was noted the T. Rowe Price funds …
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[DOC File]Pepperdine University Retirement Plan Committee Meeting …
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The Committee reviewed the performance of the Portfolio Xpress models against the T. Rowe Price Retirement Date funds. The Portfolio Xpress models have outperformed the T. Rowe Price funds on a 3 and 5 year annualized basis. ... the Committee agreed to keep the BlackRock …
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[DOC File]REQUEST FOR PROPOSAL - LACERA
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BlackRock. Dodge & Cox. Dolan Mceniry Capital. GW Capital. LM Capital Management. ... Please list the retirement benefits your firm offers employees. ... Please describe your team’s experience with similar work performed for other public retirement funds, corporations, pension funds…
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[DOC File]About Fresno County Employees’ Retirement System
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Blackrock Core Fixed Income Separate $161 1,917 1,945 5,240 ... Fresno County Employees’ Retirement Association (FCERA) is searching for a custodian and benefit disbursement agent. …
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