City of Traverse City ACT 345 Retirement System Board AgendaPacket 2026-06-30
Pension Fund Maintains Mandate with T.Rowe S&P 500 Plus
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Description
The Traverse City ACT 345 Retirement System continues its investment management mandate with T.Rowe S&P 500 Plus, holding approximately $13.3 million as of June 2026 versus a 25% target allocation. The strategy remains a core U.S. equity component of the pension portfolio.
Contract Details
Vendor
T.ROWE S&P 500 PLUS
Agency
City of Traverse, MI
Contract Type
FINANCIAL_SERVICES
Document Date
June 30, 2026
Renewal Info
Ongoing investment management relationship reflected in June 2026 asset allocation summary; no specific renewal date stated.
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City of Traverse City ACT 345 Retirement System Board AgendaPacket 2026-06-30
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City of Traverse City ACT 345 Retirement System Board AgendaPacket 2026-06-30
City of Traverse City ACT 345 Retirement System Board AgendaPacket 2026-06-30
City of Traverse City ACT 345 Retirement System Board AgendaPacket 2026-06-30
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