According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined contribution sponsors looking to do likewise.
Form 13H: Following an initial filing of Form 13H, all large traders must make an amended filing to correct inaccurate information promptly (within ten days) following the quarter-end.
Plaintiffs have alleged excessive fees for recordkeeping and administrative services and for an available managed account in a retirement plan lawsuit against U.S. Bancorp.