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Report ID: 26-085   
Type: Discussion Item(s)
Meeting Body: Deferred Compensation Plan Committee
Meeting Date: 1/20/2026 Final action:
Recommended Action: Investment Review/Watch List Summary Decision * Market & Regulatory Update * Total Plan Assets * Investment Performance Summary * Watch List Summary Decision * Plan Portfolio Return & Weighted Expense Staff Contact: Chris Andrichak, Chief Financial Officer; Jake O'Shaughnessy, CFA, SageView Advisory Group
Attachments: 1. STAFF REPORT, 2. AC Transit Q3 2025 SageView Investment Performance Report
Date Action ByActionResultAction DetailsMeeting DetailsAudio/Video
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title

Investment Review/Watch List Summary Decision

•                     Market & Regulatory Update

•                     Total Plan Assets

•                     Investment Performance Summary

•                     Watch List Summary Decision

•                     Plan Portfolio Return & Weighted Expense

Staff Contact:

Chris Andrichak, Chief Financial Officer; Jake O’Shaughnessy, CFA, SageView Advisory Group