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City Uses Principal Group For Investment Trust

City of Santa Fe logoCity of Santa Fe
Disclosed value
Included within $307,438,773 total investment trust holdings
From report
Document date
Dec 31, 2022

The 30-second brief

What it covers

The City of Santa Fe utilizes Principal Group as an investment trust provider within its $307 million investment trust portfolio. These holdings support the City's strategy emphasizing safety, liquidity, and yield.

Who holds it

Principal Group holds this financial services contract with City of Santa Fe. Its other public contracts on record include work for Compass Charter School Of Yolo and Town of New Milford.

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Contract details

Contract type
Financial Services
Amount
Included within $307,438,773 total investment trust holdings
Document date
December 31, 2022
Vendor
Principal Group
Agency
City of Santa Fe
Source document
city_of_santa_fe_quarterly_financial_performance_r.pdf (Report)

Principal Group's other public contracts

Compass Charter School Of Yolo, CaliforniaCompass Plans to Replace Principal Retirement Program · Sep 22, 2026Town of New Milford, ConnecticutPension Plan Fees with Principal Group Discussed · May 8, 2026Houston Fire Department, TexasPrincipal Group Life Insurance Policy Terminated · Dec 16, 2025UndisclosedTown of New Milford, ConnecticutPrincipal Group outlines pension fee structure changes · Nov 20, 2025Undisclosedcity OF ATLANTA, Dept. of Housing and Community Development, GeorgiaPrincipal Group handles Retirement Program · Jun 25, 2025$90KAll Principal Group contractsVendor profile

More City of Santa Fe contracts

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Questions about this contract

Who was awarded the financial services contract by City of Santa Fe?

Principal Group was awarded this financial services contract by City of Santa Fe, as recorded on December 31, 2022. The contract value is Included within $307,438,773 total investment trust holdings.

How much is the Principal Group contract with City of Santa Fe worth?

The Principal Group contract with City of Santa Fe is valued at Included within $307,438,773 total investment trust holdings, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in city_of_santa_fe_quarterly_financial_performance_r.pdf (Report), dated December 31, 2022 from City of Santa Fe. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Principal Group hold?

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

What is City of Santa Fe currently buying?

Explore City of Santa Fe's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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