Guest wolfpack Posted July 21, 1999 Posted July 21, 1999 This item asks for transactions or series of transactions that exceed 20% of plan assets. From the "exceptions" in the instructions it is not clear to me if you count transactions or series of transactions in mutual funds. If you do it seems that most plans that have a money market fund would have a reportable item here because it would not be hard to have the aggregate trades exceed 20%. Is this what the service is looking for in this question?
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