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FINANCIAL_SERVICESONGOING

City of Traverse City ACT 345 Retirement System Board AgendaPacket 2026-06-30

Loomis Manages Portion of Pension Bond Portfolio

City of TraverseLOOMIS INTM FIXED INCOMEJune 30, 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
SafeTouch logo
IANS Research logo

Description

The ACT 345 Retirement System retains Loomis Intm Fixed Income to manage a portion of its bond portfolio, with around $3.2 million invested against a 7.1% target allocation as of June 2026. This supports diversification within fixed income holdings.

Contract Details

Vendor

LOOMIS INTM FIXED INCOME

Agency

City of Traverse, MI

Contract Type

FINANCIAL_SERVICES

Document Date

June 30, 2026

Renewal Info

Ongoing intermediate fixed income mandate; no renewal date disclosed.

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