| Plan Sponsor | Fund Size | Mandate | Size | Firm/Comments | Consultant | Date | |
|---|---|---|---|---|---|---|---|
| Illinois Teachers' Retirement System |
$42000 |
U.S. Equity
Small-To-Mid-Cap |
$250 | Fred Alger Management | n/a | 12/14/07 | |
| Indiana Public Employees Retirement Fund |
$17200 |
U.S. Equity
Enhanced Index/Russell 200 |
$100 | RhumbLine Advisers | n/a | 12/14/07 | |
| Texas Municipal R.S. |
$13800 |
U.S. Equity
Passive |
$140 | Northern Trust Global Investment | R.V. Kuhns & Associates | 12/14/07 | |
| Sacramento County Employees' Retirement System |
$0 |
U.S. Equity
Long-Short/130/30 |
$180 | 12/14/07 | |||
| Kansas Public School R.S. |
$859 |
U.S. Equity
Enhanced Index |
$90 | RhumbLine Advisers | n/a | 12/14/07 | |
| Oklahoma Teachers Retirement System |
$9500 |
U.S. Equity
Large-Cap Growth |
$80 | Aletheia Research and Management | n/a | 12/07/07 | |
| Oklahoma Teachers Retirement System |
$9500 |
U.S. Equity
Large-Cap Growth |
$80 | Sawgrass Asset Management | n/a | 12/07/07 | |
| Oklahoma Teachers Retirement System |
$9500 |
U.S. Equity
Large-Cap Growth |
$80 | Chase Investment Counsel | n/a | 12/07/07 | |
| Arkansas Public Employees Retirement System |
$6100 |
U.S. Equity
Enhanced Index/S&P 500 |
$175 | Bank of New York | Callan Associates | 11/30/07 | |
| Arkansas Public Employees Retirement System |
$6100 |
U.S. Equity
Growth |
$50 | Stephens Investment Management | Callan Associates | 11/30/07 | |
| Idaho Endowment Fund Investment Board
Boise , Idaho |
$1200 |
U.S. Equity
Small-Cap Growth |
$37 | Eagle Asset Management | Callan Associates | 11/26/07 | |
| Oklahoma Public Employees' Retirement System |
$6500 |
U.S. Equity
Large-Cap Growth |
$200 | Turner Investment Partners | Strategic Investment Solutions | 11/26/07 | |
| San Francisco City & County ERS |
$18700 |
U.S. Equity
Enhanced Index/S&P 500 |
$700 | Quantitative Management Associates | Angeles Investment Advisors | 11/16/07 | |
| St. Louis County Retirement Plan |
$480 |
U.S. Equity
Smid-Cap Core |
$24 | Penn Capital Management | Summit Strategies Group | 11/16/07 | |
| St. Louis County Retirement Plan |
$480 |
U.S. Equity
Smid-Cap Core |
$36 | Ironbridge Capital Management | Summit Strategies Group | 11/16/07 | |
| Oregon Investment Council
Salem , Oregon |
$81700 |
U.S. Equity
Active/Large-Cap Growth |
$0 | Aletheia Research and Management | Strategic Investment Solutions | 11/09/07 | |
| Illinois State Universities Retirement System |
$16200 |
U.S. Equity
Enhanced Index/S&P 500 |
$200 | T. Rowe Price | Ennis, Knupp & Associates | 11/09/07 | |
| Illinois State Universities Retirement System |
$16200 |
U.S. Equity
Enhanced Index/S&P 500 |
$75 | Piedmont Advisors | Ennis, Knupp & Associates | 11/09/07 | |
| Cincinnati Retirement System
Cincinnati , Ohio |
$2700 |
U.S. Equity
Long-Short/Fund-of-funds |
$130 | Search narrowed to four finalists. | n/a | 11/09/07 | |
| Phoenix City Employees Retirement System |
$1950 |
U.S. Equity
Small-Cap Value |
$80 | Cramer Roesnthal McGlynn | R.V. Kuhns & Associates | 11/09/07 | |
| Illinois State Universities Retirement System |
$16200 |
U.S. Equity
Enhanced Index/Russell 3000 |
$300 | Jacobs Levy Equity Mgmt | Ennis, Knupp & Associates | 11/09/07 | |
| New Mexico Educational Retirement Board |
$9600 |
U.S. Equity
Active/Large-Cap Value |
$500 | Brandywine Global Investment Management | New England Pension Consultants | 11/09/07 | |
| Oregon Investment Council
Salem , Oregon |
$81700 |
U.S. Equity
Active/Small-Cap-Ultra Growth |
$150 | Next Century Growth | Strategic Investment Solutions | 11/09/07 | |
| Oklahoma Public Employees' Retirement System |
$6500 |
U.S. Equity
Active/Large-Cap Growth |
$200 | Fund named three finalists in search. | Strategic Investment Solutions | 11/02/07 | |
| Illinois Teachers' Retirement System |
$41900 |
U.S. Equity
Long-Short/130/30 |
$500 | JP Morgan Asset Management | R.V. Kuhns & Associates | 11/02/07 | |
| Hampden County Board of Retirement |
$220 |
U.S. Equity
Large-Cap Growth |
$0 | Westfield Capital Management | Segal Advisors | 11/02/07 | |
| Hampden County Board of Retirement |
$220 |
U.S. Equity
Large-Cap Growth |
$0 | Wellington Management | Segal Advisors | 11/02/07 | |
| Hampden County Board of Retirement |
$220 |
U.S. Equity
Large-Cap Value |
$0 | Eaton Vance Management | Segal Advisors | 11/02/07 | |
| Illinois Teachers' Retirement System |
$41900 |
U.S. Equity
Long-Short/130/30 |
$500 | Analytic Investors | R.V. Kuhns & Associates | 11/02/07 | |
| Illinois Teachers' Retirement System |
$41900 |
U.S. Equity
Large-Cap Growth |
$500 | Wellington Management | R.V. Kuhns & Associates | 11/02/07 | |
| Shrewsbury Contributory Retirement Board |
$61 |
U.S. Equity
Mid-Cap Core |
$6 | Independence Investments | Dahab Associates | 11/02/07 | |
| Miramar Firefighters' P.F. |
$50 |
U.S. Equity
Small-to-Mid-Cap Core |
$10 | Independence Investments | Merrill Lynch | 10/29/07 | |
| Indiana State Teachers' Retirement Fund |
$9000 |
U.S. Equity
Long-Short/130/30 |
$150 | Analytic Investments | Callan Associates | 10/19/07 | |
| Indiana State Teachers' Retirement Fund |
$9000 |
U.S. Equity
Long-Short/130/30 |
$150 | JP Morgan Asset Management | Callan Associates | 10/19/07 | |
| Louisiana Municipal Police Employees Retirement Sy |
$1500 |
U.S. Equity
Mid-Cap Growth |
$20 | Pinnacle Associates | Summit Strategies Group | 10/19/07 | |
| Indiana State Teachers' Retirement Fund |
$9000 |
U.S. Equity
Long-Only |
$150 | Quantitative Management Associates | Callan Associates | 10/19/07 | |
| City of Lakeland Police Officers' R.F. |
$18 |
U.S. Equity
Large-Cap |
$0 | Bowen, Hanes & Company | Bogdahn & Associates | 10/12/07 | |
| City of Lakeland Police Officers' R.F. |
$18 |
U.S. Equity
Large-Cap |
$0 | Sawgrass Asset Management | Bogdahn & Associates | 10/12/07 | |
| Metropolitan Atlanta Rapid Transit Authority |
$254 |
U.S. Equity
Small-Cap Growth |
$10 | Mesirow Financial | Callan Associates | 10/05/07 | |
| Georgia Firefighters' Pension Fund
Decatur , Georgia |
$650 |
U.S. Equity
Large-Cap |
$15 | Sector Capital Management | Consulting Services Group | 10/05/07 |
