Principal Continues Managing CCWD OPEB and Retirement Assets
Contra Costa Water DistrictUtility District · Concord, CA- Disclosed value
- $209,904 investment management fee for FY26 Q4 (Retirement Plan only)
- From report
- Document date
- Sep 1, 2026
- Term
- Quarter ended June 30, 2026
The 30-second brief
Contra Costa Water District continues its engagement with Principal Global Investors’ OCIO Solutions to manage the OPEB Trust and Retirement Plan portfolios, paying $209,904 in investment management fees for the quarter ended June 30, 2026. The mandate covers discretionary asset management and advisory services across equity, fixed income, real assets, and cash allocations.
Principal Global Investors holds this financial services contract with Contra Costa Water District. Its other public contracts on record include work for Pompano Beach Purchasing Dept. and Fresno City Employees Retirement.
Term as filed: Quarter ended June 30, 2026.
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Contract details
- Contract type
- Financial Services
- Amount
- $209,904 investment management fee for FY26 Q4 (Retirement Plan only)
- Document date
- September 1, 2026
- Term
- Quarter ended June 30, 2026
- Source document
- Contra Costa Water District Staff Report FY26 Fourth Quarter OPEB Trust and Retirement Plan Client Report 2026-09-03 (Report)
Principal Global Investors's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Contra Costa Water District?
Principal Global Investors was awarded this financial services contract by Contra Costa Water District, as recorded on September 1, 2026. The contract value is $209,904 investment management fee for FY26 Q4 (Retirement Plan only).
How much is the Principal Global Investors contract with Contra Costa Water District worth?
The Principal Global Investors contract with Contra Costa Water District is valued at $209,904 investment management fee for FY26 Q4 (Retirement Plan only), 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 Contra Costa Water District Staff Report FY26 Fourth Quarter OPEB Trust and Retirement Plan Client Report 2026-09-03 (Report), dated September 1, 2026 from Contra Costa Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Principal Global Investors hold?
Principal Global Investors 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 Contra Costa Water District currently buying?
Explore Contra Costa Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.