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Western Asset Delivers Gains for Retiree Trust

City of Rockville logoCity of Rockville
Document date
May 31, 2024

The 30-second brief

What it covers

Western Asset, as a primary manager for the Retiree Benefit Trust, helped achieve strong investment returns for the City of Rockville’s retiree funds.

Who holds it

Western Asset holds this financial services contract with City of Rockville. Its other public contracts on record include work for City of Sebastopol and City of Oklahoma.

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Contract details

Contract type
Financial Services
Document date
May 31, 2024
Vendor
Western Asset
Agency
City of Rockville
Source document
City of Rockville Retirement Board Agenda Packet May 2024 (AgendaPacket)

Western Asset's other public contracts

City of Sebastopol, CaliforniaWestern Asset Identified for Potential Bond Management · Jun 2, 2026UndisclosedCity of Oklahoma, OklahomaWestern Asset Fixed Income Mandate Terminated · Dec 11, 2025UndisclosedCity of Oklahoma, OklahomaBoard Pays Western Asset for 3Q Investment Management · Dec 11, 2025$60.1KCity of Oklahoma, OklahomaTermination of Western Asset Holdings Considered · Dec 11, 2025UndisclosedCity of Baton Rouge, LouisianaWestern Asset Funds Shifted to New Ares Allocation · Aug 27, 2025UndisclosedAll Western Asset contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Rockville?

Western Asset was awarded this financial services contract by City of Rockville, as recorded on May 31, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in City of Rockville Retirement Board Agenda Packet May 2024 (AgendaPacket), dated May 31, 2024 from City of Rockville. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Western Asset hold?

Western Asset may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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