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FINANCIAL_SERVICESPENDING

Metro Water Recovery Defined Benefit Plan Retirement Board Meeting Agenda 2026-05-21

Board Weighs Reallocation From Dodge & Cox Fund

Metro Water RecoveryDODGE AND COX GLOBAL STOCK FUND (DODWX)May 21, 2026

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Description

The Retirement Board will consider CAPTRUST’s proposal to reallocate 2.25 percent of DB Plan equity assets out of the Dodge and Cox Global Stock Fund into an international index fund as part of a revised public equity target allocation. This action adjusts existing investment allocations without changing the underlying fund provider relationship.

Contract Details

Vendor

DODGE AND COX GLOBAL STOCK FUND (DODWX)

Agency

Metro Water Recovery, CO

Contract Type

FINANCIAL_SERVICES

Document Date

May 21, 2026

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