ocala_general_employees_retirement_fund_board_agen.pdf
Board Approves $7M Asset Transfer from Wellington
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Description
The Retirement Board approved the transfer of $7 million in assets from Wellington to a Vanguard Index Fund at Principal, reallocating part of their portfolio.
Contract Details
Vendor
WELLINGTON
Agency
Ocala Housing Authority, FL
Contract Type
FINANCIAL_SERVICES
Document Date
November 10, 2025
Renewal Info
Wellington continues as a manager but at a reduced allocation following asset transfer.
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APPROVEDconcord_retirement_board_meeting_minutes_november.pdf
PENDINGocala_general_employees_retirement_fund_board_agen.pdf
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