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FINANCIAL_SERVICESONGOING

City of Rockville Retirement Board Agenda May 2026

State Street Small Cap Equity Manages $18.6M for Pension Plan

$139,365 per year (estimated)City of RockvilleSTATE STREET SMALL CAP EQUITYMay 13, 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’s Small Cap Equity strategy oversees roughly $18.6 million for Rockville’s Pension Plan with an estimated fee of 0.8% of assets, or about $139,365 annually. Despite recent underperformance, the actively managed fund remains in place under consultant monitoring.

Contract Details

Contract Amount

$139,365 per year (estimated)

Vendor

STATE STREET SMALL CAP EQUITY

Agency

City of Rockville, MD

Contract Type

FINANCIAL_SERVICES

Document Date

May 13, 2026

Renewal Info

Manager continues under existing fee schedule; performance is being closely monitored.

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