Page 22 - DCAC November 2024 Files

Income (RWIGX) and map to Fidelity 500 Index (FXAIX)
Remove the Vanguard Total Stock Market Index and
which resulted in retaining Empower at a reduced fee from
Issued a Request for Proposal for recordkeeping services,
Remove American Funds Capital World Growth &
MassMutual was acquired by Empower Retirement and
Presented menu consolidation analysis resulting in the
following changes, effective 12/28/22:
map to Fidelity 500 Index (FXAIX)
became the plans’ recordkeeper
0.035% to 0.025%.
2022 (continued)
o
o
•
•
•
Presented manager searches for small cap value and small cap
History with the County of San Mateo
Share class merger of the Vanguard Target Retirement series,
growth, resulting in the following changes, effective May 2,
reducing the expense ratio to 0.08% effective February 11,
Replaced Small Cap Value CIT (WTIXMX) with Boston
Retained Innovest Portfolio Solutions for retirement plan
Presented the annual Fee Review for the 457 plan
consulting services, effective January 1, 2022.
Presented the Investment Policy Statement
Partners SCV II (BPSIX) Remove Hartford Healthcare HLS (HIAHX) and map to o Replaced Small Cap Growth CIT (WTIXLX) with Harbor American Funds Growth Fund of America (RGAGX) Small Cap Growth (HASGX) Remove Vanguard Utilities Index (VUIAX) and map to o Committee approved the revised IPS incorporating ESG American Funds American Mutual (RMFGX) Remove Invesco Real Estate (IARI
Innovest’s consideration language

2022 • • 2022. • • • 2022: o o • • o o o o o