CONTRACTRECOMMENDED

Ventura County Reviews Principal Asset Management Report

Document date: Sep 17, 2026

What it covers

Ventura County staff recommended receiving and filing Principal Asset Management’s quarterly client report for the period ending June 30, 2026. The ongoing engagement covers investment management and reporting for the County’s retiree medical reimbursement trust, which had a reported market value of $18.26 million.

Who holds it

Principal Asset Management holds this financial services contract with Ventura County. Its other public contracts on record include work for Contra Costa Water District and St Louis Police Retirement System.

What happens next

Term as filed: Ongoing investment management arrangement; report period ended June 30, 2026.

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Contract details

Contract type: Financial Services
Document date: September 17, 2026
Term: Ongoing investment management arrangement; report period ended June 30, 2026
Vendor: Principal Asset Management
Agency: Ventura County
Source document: County of Ventura AgendaPacket Retiree Medical Expense Reimbursement Committee Meeting 2026-09-17 (AgendaPacket)

Principal Asset Management's other public contracts

Contra Costa Water District, CaliforniaPrincipal Asset Management Supports CCWD Advisory Services · Nov 7, 2026Undisclosed St Louis Police Retirement System, MissouriPrincipal Asset Management Updates Pension Board Portfolio · Aug 26, 2026Undisclosed Town of Trumbull, ConnecticutPrincipal Continues Managing Police Pension Assets · Aug 9, 2026Undisclosed El Paso Firemens Pension Fund, TexasPrincipal Asset Management Reviews Pension Real Estate Investment · May 20, 2026 Public School Teachers Pension And Retirement Fd Of Chicago, IllinoisPrincipal Asset Management Responds to Private Credit RFP · May 6, 2026Undisclosed All Principal Asset Management contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Ventura County?

Principal Asset Management was awarded this financial services contract by Ventura County, as recorded on September 17, 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 County of Ventura AgendaPacket Retiree Medical Expense Reimbursement Committee Meeting 2026-09-17 (AgendaPacket), dated September 17, 2026 from Ventura County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Principal Asset Management hold?

Principal Asset 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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