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FINANCIAL_SERVICESTERMINATED

ROCKERS Retirement Board Meeting Agenda February 2026

Board Terminates JP Morgan SMID Cap Equity Fund

City of RockvilleJP MORGAN SMID CAP EQUITYFebruary 20, 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 Board approved termination of the JP Morgan SMID Cap Equity fund. Assets not transferred by participants will be reallocated to Vanguard's Mid Cap Equity Index fund.

Contract Details

Vendor

JP MORGAN SMID CAP EQUITY

Agency

City of Rockville, MD

Contract Type

FINANCIAL_SERVICES

Document Date

February 20, 2026

Contract Term

until to-be-announced effective date of termination (February 2026)

Renewal Date

2026-02-20

Renewal Info

Fund terminated; future assets to map to referenced index fund unless participants act.

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