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CAPTRUST Presents Q4 Investment Program Analysis to my529

Utah Education Savings Board of Trustees | State of Utah logoUtah Education Savings Board of Trustees | State of Utah
Document date
Mar 31, 2026

The 30-second brief

What it covers

my529 received CAPTRUST’s Q4 2025 Investment Program Analysis. The report covered portfolio performance, benchmarks, underlying funds, and investment monitoring.

Who holds it

CAPTRUST holds this financial services contract with Utah Education Savings Board of Trustees | State of Utah. Its other public contracts on record include work for City of Battle Creek and Nevada Virtual Charter School.

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Contract details

Contract type
Financial Services
Document date
March 31, 2026
Vendor
CAPTRUST
Agency
Utah Education Savings Board of Trustees | State of Utah
Source document
Utah Education Savings Board of Trustees Minutes March 31, 2026 (Minutes)

CAPTRUST's other public contracts

City of Battle Creek, MichiganPension Board to Review Investment Policy With CAPTRUST · Oct 24, 2026UndisclosedNevada Virtual Charter School, NevadaBoard Schedules CAPTRUST Investment Fund Performance Discussion · Oct 22, 2026UndisclosedArapahoe County, ColoradoBoard Receives Retirement Investment Update From CAPTRUST · Oct 13, 2026UndisclosedCity of Battle Creek, MichiganPolice and Fire Pension Board Discusses CAPTRUST · Sep 28, 2026UndisclosedMaine Office of Employee Health and Benefits | State of Maine, MaineCAPTRUST Presents Deferred Compensation Investment Report · Sep 24, 2026UndisclosedAll CAPTRUST contractsVendor profile

More Utah Education Savings Board of Trustees | State of Utah contracts

CAPTRUSTBoard Schedules Informational Report From CAPTRUST · Jun 11, 2026UndisclosedEide BaileyEide Bailey Continues my529 Financial Statement Audit · Jun 11, 2026UndisclosedVANGUARDVanguard Reduces Expense Ratios for 11 my529 Funds · Mar 31, 2026UndisclosedDimensional Fund Advisorsmy529 Adds Two Dimensional Fund Advisors Portfolios · Mar 31, 2026UndisclosedRoyal Bank of CanadaRoyal Bank of Canada Named New PIMCO Wrap Provider · Mar 31, 2026UndisclosedAll Utah Education Savings Board of Trustees | State of Utah activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Utah Education Savings Board of Trustees | State of Utah?

CAPTRUST was awarded this financial services contract by Utah Education Savings Board of Trustees | State of Utah, as recorded on March 31, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Utah Education Savings Board of Trustees Minutes March 31, 2026 (Minutes), dated March 31, 2026 from Utah Education Savings Board of Trustees | State of Utah. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does CAPTRUST hold?

CAPTRUST 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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What is Utah Education Savings Board of Trustees | State of Utah currently buying?

Explore Utah Education Savings Board of Trustees | State of Utah's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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