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FINANCIAL_SERVICESONGOING

city-of-rockville-retirement-board-agenda-september-12-2025_1db.pdf

Principal Large Cap Index Fund Continues DB Mandate

0.1 % of AssetsCity of RockvillePRINCIPAL LARGE CAP STOCK INDEXSeptember 12, 2025

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

Principal Large Cap Stock Index continues to manage approximately $22.6 million in Rockville’s defined benefit pension plan at a fee of 0.10% of assets. The S&P 500‑indexed mandate remains a core large-cap equity allocation for the plan.

Contract Details

Contract Amount

0.1 % of Assets

Vendor

PRINCIPAL LARGE CAP STOCK INDEX

Agency

City of Rockville, MD

Contract Type

FINANCIAL_SERVICES

Document Date

September 12, 2025

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