Bloomberg Law
Oct. 8, 2019, 7:08 PM

Feds Sue Ruane Cunniff Over Valeant Stock in DST 401(k) Plan

Jacklyn Wille
Jacklyn Wille
Reporter

Investment adviser Ruane Cunniff & Goldfarb Inc. mismanaged the DST Systems Inc. 401(k) plan by failing to diversify assets and over-investing in individual stocks, according to a Labor Department lawsuit filed Oct. 8 in the U.S. District Court for the Southern District of New York.

The department accuses Ruane of pursuing a “deliberate strategy of non-diversification” that left the DST plan’s profit-sharing component invested solely in “two to three dozen individual stocks.” Ruane refused to rebalance this portfolio and allowed a single investment—the stock of troubled drugmaker Valeant Pharmaceuticals Inc.—to grow to more than 45% of the total portfolio before ...

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