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2025 ScholarShare Meetings

There is no statutory requirement for meeting frequency. Traditionally, meetings are held quarterly or on the call of State Treasurer, Fiona Ma, Chair of the ScholarShare Investment Board. Meetings are held at 901 P Street, Room 102, Sacramento, California.

For Board meeting documents not posted online, including previously published documents, contact the ScholarShare Investment Board at scholarshare@treasurer.ca.gov.

Board Meetings

• May 22, 2025
• Agenda
• Minutes
• Agenda Item 2
• Agenda Item 3
• Agenda Item 4
• Agenda Item 5
• Agenda Item 6
• Agenda Item 7
• Agenda Item 8
• Agenda Item 9
• Agenda Item 10
• Agenda Item 11
• Agenda Item 12
• September 22, 2025
• Agenda
• Agenda Item 2
• Agenda Item 3
• Executive Director's Report
• Agenda Item 4
• Exhibit A: ScholarShare 529 Update
• Exhibit B:
• Administrative Performance Report Q1 2025
• Memo to Administrative Performance Report Q1 2025
• Administrative Performance Report Q2 2025
• Exhibit C: Q1 2025 Marketing Results
• Exhibit D: Q1 2025 Marketing Results
• Agenda Item 5
• Exhibit A: Quarterly Report, 1^st Quarter 2025
• Exhibit B: Quarterly Report, 2^nd Quarter 2025
• Exhibit C: 1Q 2025 Investment Performance Status Report
• Exhibit D: 2Q 2025 Investment Performance Status Report
• Agenda Item 6
• Exhibit A: Q1 2025 Watch Status Update
• Exhibit B: Q2 2025 Watch Status Update
• Agenda Item 7
• Exhibit A: CalKIDS Update
• Exhibit B: Q1 2025 Marketing Results
• Exhibit C: Q2 2025 Marketing Results
• Exhibit D: 2025 Marketing Campaign Update
• Agenda Item 8
• Agenda Item 9
• December 18, 2025
• Agenda
• Agenda Item 2
• Agenda Item 3
• ExecutiveDirector's Report
• Agenda Item 4
• Exhibit A: ScholarShare 529 Update
• Exhibit B: Administrative Performance Report Q3 2025
• Exhibit C: Q3 2025 Marketing Results
• Exhibit D: 2026 Marketing Plan
• Agenda Item 5
• Exhibit A: Quarterly Investment Performance Report, 3rd Quarter 2025
• Exhibit B: 3Q 2025 Investment Performance Status Report
• Exhibit C: Q3 2025 Watch Status Update
• Agenda Item 6
• Exhibit A: Asset Allocation Recommendation for 2026
• Exhibit B: 2026 Annual Review Memo
• Exhibit C: Sustainability Review
• Agenda Item 7
• Exhibit A: CalKIDS Update
• Exhibit B: Q3 2025 Marketing Results
• Exhibit C: 2025 Marketing Campaign Update
• Agenda Item 8
• Agenda Item 9
• Agenda Item 10
• Agenda Item 11
• CalKIDS Spanish Media Engagement