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FINANCIAL_SERVICESONGOING

ROCKERS Retirement Board Meeting Agenda February 2026

State Street Small Cap Equity Retained Despite Underperformance

0.8% of Assets ($18,828,892), estimated $141,217 annual feeCity of RockvilleSTATE STREET SMALL CAP EQUITYFebruary 20, 2026

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

Description

State Street Small Cap Equity continues as small cap equity manager for the City of Rockville Pension Plan, with ongoing monitoring due to underperformance.

Contract Details

Contract Amount

0.8% of Assets ($18,828,892), estimated $141,217 annual fee

Vendor

STATE STREET SMALL CAP EQUITY

Agency

City of Rockville, MD

Contract Type

FINANCIAL_SERVICES

Document Date

February 20, 2026

Renewal Info

Ongoing investment with annual review; no termination or amendment at this meeting.

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