The information you are attempting to access is intended for “Eligible Trusts” only.


Collective Investment Trusts (“CITs”) accept investments by plan participants only through: (1) employee benefit plans that qualify under Sections 401(a) and 501(a) of the Internal Revenue Code of 1986, as amended; (2) certain plans that are maintained by governmental employers; (3) Puerto Rican plans that satisfy ERISA section 1022(i)(1) and other conditions; (4) certain qualifying church plans; (5) commingled funds that satisfy the “Group Trust Rules”; or (6) insurance company separate accounts that consist solely of assets of the foregoing types of plans. All requirements of participation must be met, and the investment must be authorized by the plan sponsor or other named fiduciary who has been authorized to direct plan investments.

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