Taunton Retirement

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Fund Managers

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Domestic Equity

• Boston Trust & Investment Management Company

• Daruma Asset Management

• SSgA Equity Index Plus Securities Lending Fund

International Equity

• Boston Company Non-US Value Equity Fund

• EuroPacific Growth Fund

Domestic Fixed Income

• Wellington Trust Co.-CIF II Core Bond Plus Portfolio

Real Estate

• Fidelity Real Estate Growth Fund, L.P.

• Fidelity Real Estate Growth Fund III, L.P.

• Intercontinental Real Estate Investment Fund III, LLC

• INVESCO Core Real Estate Fund

• INVESCO IRT Equity Real Estate Securities Fund

Alternative Investments

• BlackRock Vesey Street IV (ERISA), L.P. 

Boston Millennia Partners, L.P.

• Boston Millennia Partners II, L.P.

• INVESCO International Partnership Fund IV, L.P.

• INVESCO U.S. LBO & Corporate Finance Partner­ship Fund IV, L.P.

• INVESCO Venture Partnership Fund IV, L.P.

Consultant

• Segal Advisors

 

Custodian

 State Street

Commission Recapture
BNY ConvergEx Group/LJR
 

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