SunLine Transit Agency Retirement Committees Joint Meeting Agenda March 2026
SunLine Pension Uses Schwab US Large-Cap ETF Core Holding
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Description
SunLine’s bargaining unit retirement plan uses the Schwab US Large-Cap ETF as a primary domestic equity vehicle. The ETF position, initiated in November 2024, provides broad large-cap U.S. market exposure.
Contract Details
Vendor
SCHWAB US LARGE-CAP ETF
Agency
Sunline Transit Agency, CA
Contract Type
FINANCIAL_SERVICES
Document Date
March 26, 2026
Contract Term
In portfolio since November 1, 2024 (as of performance table)
Renewal Info
Open-ended ETF investment with no fixed term; holdings can be adjusted or liquidated at the plan’s discretion.
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