Retirement plan investments reviewed
At a glance
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The board reviewed quarterly investment reports, which showed the Supplemental Retirement Plan portfolio remained within its approved asset allocation ranges and had $76.73 million in assets at quarter-end.
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What this means
The board accepted the previous meeting minutes and received two quarterly portfolio reviews for the city’s supplemental retirement plan. The plan’s investments were reported to be within the allowed mix of stocks, bonds, real assets, and cash as of September 30, 2025. One mid-cap growth fund was noted as lagging, and its long-term manager is retiring at the end of the year. U.S. Bank reported the portfolio value at $76.73 million and said the overall positioning remained neutral while market and policy risks were mixed.
Key decisions
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- Approved the September 8, 2025 meeting minutes as written.
- Received and filed the BFSG Retirement Plan Quarterly Investment Review for the quarter ending September 30, 2025.
- Received and filed U.S. Bank’s Portfolio Review for the period ending September 30, 2025.
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Meeting information
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Supplemental Retirement Plan & Trust Board
Agenda
- ZOOM MEETING ID: 851 6207 8674 Passcode: 916525 Phone: (669) 444-9171
- 1. CALL TO ORDER
- 2. ROLL CALL
- 3. PUBLIC COMMENTS
- 4. APPROVAL OF MEETING MINUTES
- 5. BFSG PORTFOLIO REVIEW
- 6. U.S. BANK PORTFOLIO REVIEW
- 7. ADJOURNMENT TO THE NEXT MEETING
Documents from this meeting
- Agendahttps://huntingtonbeach.legistar1.com/huntingtonbeach/meetings/2025/11/3997_A_Supplemental_Retirement_Plan___Trust_Board_25-11-19_Meeting_Agenda.pdf
- Agendahttps://huntingtonbeach.legistar.com/View.ashx?M=A&ID=1351550&GUID=A9CF4E3F-70D5-497E-9A3F-316E39CE645C&G=E44B7601-4B58-4055-97F2-CA6D6CA860B6
- Minuteshttps://huntingtonbeach.legistar.com/View.ashx?M=M&ID=1351550&GUID=A9CF4E3F-70D5-497E-9A3F-316E39CE645C&G=E44B7601-4B58-4055-97F2-CA6D6CA860B6
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