CONTRACTPLANNED

UC Plans Savings Fund Management Transition to State Street

University Of Ca Voluntary Retirement Incentive Prog

Document date: Mar 6, 2026

What it covers

The University of California plans to move management of its UC Savings Fund to State Street Investment Management on March 31, 2026. The transition will use an external money-market-fund manager and is associated with a 0.0275% management fee.

Who holds it

State Street Investment Management holds this financial services contract with University Of Ca Voluntary Retirement Incentive Prog. Its other public contracts on record include work for University of VBOT|Full Board and University Of Vermont.

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Contract details

Contract type: Financial Services
Document date: March 6, 2026
Vendor: State Street Investment Management
Agency: University Of Ca Voluntary Retirement Incentive Prog
Source document: University of California AgendaPacket UCRS Advisory Board Meeting 2026-03-06 (AgendaPacket)

State Street Investment Management's other public contracts

University of VBOT|Full Board, VermontUVM Assigns Planned Giving Management to State Street · Oct 17, 2026Undisclosed University Of Vermont, VermontState Street Manages UVM Planned Giving Pools · Oct 17, 2026Undisclosed Miami City General And Sanitation Employee Retirement Trust, FloridaRetirement Trust Receives State Street Materials · Sep 25, 2026Undisclosed Los Angeles County Employees Retirement Association, CaliforniaLACERA Maintains $19.337 Billion State Street Mandate · Sep 16, 2026 Sacramento Regional Transit District, CaliforniaState Street Continues Retirement Plan Index Management · Sep 9, 2026Undisclosed All State Street Investment Management contractsVendor profile

More University Of Ca Voluntary Retirement Incentive Prog contracts

State Street Investment ManagementUC Moves Savings Fund Management to State Street · Jun 5, 2026 FIDELITYUC Continues Fidelity Retirement Savings Services · Jun 5, 2026Undisclosed Fidelity Retirement ServicesUC Retirement Savings Program Continues Fidelity Services · Mar 6, 2026Undisclosed FIDELITYFidelity Continues UC Retirement Program Services · Mar 6, 2026Undisclosed KPMGUC Approves Five-Year External Audit Contract With KPMG · Dec 5, 2025Undisclosed All University Of Ca Voluntary Retirement Incentive Prog activityAgency profile

Questions about this contract

Who was awarded the financial services contract by University Of Ca Voluntary Retirement Incentive Prog?

State Street Investment Management was awarded this financial services contract by University Of Ca Voluntary Retirement Incentive Prog, as recorded on March 6, 2026.

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 University of California AgendaPacket UCRS Advisory Board Meeting 2026-03-06 (AgendaPacket), dated March 6, 2026 from University Of Ca Voluntary Retirement Incentive Prog. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does State Street Investment Management hold?

State Street Investment Management 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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