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The pension portfolio was up 5.3% for the quarter, with approximately $608 million in invested assets. Fiducient Advisors reported that no rebalancing was needed, while recommending a potential $5 million TA Realty commitment in early 2026.
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The pension fund had a strong quarter, but its investment mix did not require changes at this meeting. The board is considering adding $5 million to TA Realty in the first quarter of 2026 and will review real estate investments further. The board also approved pension administration actions, prior minutes, and three invoices totaling $34,818.38.
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