| | Date | 16 December 2009 |
| | Fund | Ahold USA, Massachusetts |
| | Fund Type | Corporate D.B. |
| | Fund Assets (mil) | USD 1000 |
| | Assignment | U.S./Active Equity/Large-Cap Value |
| | Mandate Size (mil) | USD 70 |
| | Search Consultant | NEPC |
| | Comments | The fund has selected an undisclosed manager to replace The Edgar Lomax Company which was on watch due to underperformance. The firm will handle a USD70 million large-cap value mandate. Its investment advisor NEPC assisted.
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| | Date | 16 December 2009 |
| | Fund | Lancaster County (Pa.) Employees Retirement Fund, Pennsylvania |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 157 |
| | Assignment | International/Active Equity |
| | Mandate Size (mil) | USD 20 |
| | Firm Hired | American Funds |
| | Account Size | USD 10 |
| | Firm Hired | Vanguard Capital |
| | Account Size | USD 10 |
| | Search Consultant | Peirce Park Group |
| | Comments | The fund has tapped American Funds and Vanguard Capital to manage USD10 million each in international equity mandates. |
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| | Date | 16 December 2009 |
| | Fund | Plymouth County (Mass.) Retirement System, Massachusetts |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 515 |
| | Assignment | U.S./Private Equity/Private Equity Fund-of-Funds |
| | Mandate Size (mil) | USD 12 |
| | Firm Hired | Lexington Partners |
| | Account Size | USD 6 |
| | Firm Hired | Landmark Partners |
| | Account Size | USD 6 |
| | Search Consultant | Wainwright Investment Counsel |
| | Comments | The fund has selected Landmark Partners and Lexington Partners to manage USD6 million each in secondary private equity fund-of-funds mandates. The funding will come from cash. |
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| | Date | 16 December 2009 |
| | Fund | Kentucky Retirement Systems, Kentucky |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 12400 |
| | Assignment | U.S./Active Fixed Income/Core |
| | Mandate Size (mil) | USD 1000 |
| | Firm Hired | PIMCO |
| | Account Size | USD 1000 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The plan has hired PIMCO to manage a USD1 billion core fixed income brief. The firm replaces Baird Investment Management and Pyramis Global Advisors. The move resulted from the fund's desire to consolidate its fixed-income portfolio, as well as find a better complement to new bond incumbent, NISA Investment Advisors. |
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| | Date | 16 December 2009 |
| | Fund | Engineers, Operating, Local #478, Connecticut |
| | Fund Type | Union/Multiemployer D.B. |
| | Fund Assets (mil) | USD 288 |
| | Assignment | U.S./Active Fixed Income/Convertibles |
| | Mandate Size (mil) | USD 5 |
| | Firm Hired | Calamos Investments |
| | Account Size | USD 5 |
| | Search Consultant | Segal Advisors |
| | Comments | Calamos Investments was selected to manage a USD5 million convertible bonds mandate. |
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| | Date | 16 December 2009 |
| | Fund | Kentucky Retirement Systems, Kentucky |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 12400 |
| | Assignment | U.S./Active Fixed Income |
| | Mandate Size (mil) | USD 300 |
| | Firm Hired | Stone Harbor Investment Partners |
| | Account Size | USD 150 |
| | Firm Hired | Shenkman Capital Management |
| | Account Size | USD 150 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The plan has hired Shenkman Investment Advisors and Stone Harbor Investment Partners to handle USD150 million each in specialty bond mandates. Shenkman will be managing bank loans and high-yield, while Stone Harbor will oversee bank loans and emerging markets debt. |
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| | Date | 16 December 2009 |
| | Fund | Engineers, Operating, Local #478, Connecticut |
| | Fund Type | Union/Multiemployer D.B. |
| | Fund Assets (mil) | USD 288 |
| | Assignment | U.S./Private Equity |
| | Mandate Size (mil) | USD 8.64 |
| | Firm Hired | JPMorgan Private Equity Fund Services |
| | Account Size | USD 8.64 |
| | Search Consultant | Segal Advisors |
| | Comments | JPMorgan Private Equity Fund Services has been selected to run a USD8.64 million private equity mandate. |