Back to filter
Original filing (PDF)20251014083214NAL0001118851001
VANDERBILT UNIVERSITY MEDICAL CENTER
Form 5500
FILING_RECEIVED
VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
37,327
Accounts w/ balance
42,302
Plan assets (EOY)
$4.7B
Net assets (EOY)
$4.7B
How this plan invests
This plan
2 pooled trusts
Schedule D
86 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANDERBILT UNIVERSITY MEDICAL CENTER.
Plan sponsor
Name
VANDERBILT UNIVERSITY MEDICAL CENTER
EIN
35-2528741
Address
2525 WEST END AVENUE, SUITE 500 · NASHVILLE, TN · 372031769
Phone
(615) 343-7000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $1.5M | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $1.2M | — |
Investments
85 direct securities · 2 pooled funds· $5.0B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.8B
84 holdings
Registered Investment Companies
$85.3M
1 holding
Pooled Separate Account
$77.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Funds | — | — | — | $534.6M | 11.3% | |
| Fidelity Self-Directed Brokerage accounts | — | — | — | $490.9M | 10.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $357.4M | 7.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $356.6M | 7.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $329.2M | 7.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $316.0M | 6.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $294.1M | 6.2% | |
| Vanguard Dividend Growth Fund | — | — | — | $224.0M | 4.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $205.4M | 4.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $194.6M | 4.1% | |
| Total fixed annuity contracts | — | — | — | $166.8M | 3.5% | |
| Vanguard Target Retirement INC | — | — | — | $141.4M | 3.0% | |
| Vanguard FTSE Social Index Fund Investor Shares | — | — | — | $122.1M | 2.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $110.7M | 2.3% | |
| Vanguard Small Cap Index I | — | — | — | $108.4M | 2.3% | |
| Vanguard Total International Stock | — | — | — | $106.4M | 2.3% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $93.5M | 2.0% | |
| Fixed annuity contracts *TIAA Traditional Non-Benefit-Responsive | — | — | — | $86.5M | 1.8% | |
| shares Boston Trust SMID Cap | Registered Investment Companies | — | — | $85.3M | 1.8% | |
| CREF Stock | — | — | — | $82.2M | 1.7% | |
| SEPARATE ACCOUNT A VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $70.4M | 1.5% | |
| Natixis Loomis Sayles Core Plus Bond Y | — | — | — | $54.4M | 1.2% | |
| Vanguard Prime Money Market Fund | — | — | — | $48.9M | 1.0% | |
| Harding Loevner Harding Louver International Equity | — | — | — | $42.6M | 0.9% | |
| Dodge & Cox Dodge & Cox Global Stock | — | — | — | $41.3M | 0.9% | |
| ^Principal Fixed Account | — | — | — | $37.3M | 0.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $36.1M | 0.8% | |
| CREF Growth | — | — | — | $23.6M | 0.5% | |
| CREF Global Equities | — | — | — | $20.5M | 0.4% | |
| ^*VALIC Fixed Account Plus | — | — | — | $18.4M | 0.4% | |
| ^*TIAA Traditional Benefit-Responsive | — | — | — | $15.4M | 0.3% | |
| CREF Equity Index | — | — | — | $15.0M | 0.3% | |
| Notes receivable from Interest rates ranging from 4.25% to 9.50%, with various | — | — | — | $9.8M | 0.2% | |
| CREF Social Choice | — | — | — | $8.5M | 0.2% | |
| ^*VALIC Short Term Fixed Account | — | — | — | $8.0M | 0.2% | |
| VALIC Stock Index Fund | — | — | — | $7.9M | 0.2% | |
| CREF Core Bond | — | — | — | $7.8M | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6.9M | 0.1% | |
| VALIC Mid Cap Index Fund | — | — | — | $6.4M | 0.1% | |
| VALIC Vanguard Windsor II Fund | — | — | — | $6.0M | 0.1% | |
| VALIC Science & Technology Fund | — | — | — | $4.2M | <0.1% | |
| VALIC Growth Fund | — | — | — | $3.8M | <0.1% | |
| CREF Inflation-Linked Bond | — | — | — | $3.7M | <0.1% | |
| VALIC Mid Cap Strategic Growth | — | — | — | $3.6M | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $3.0M | <0.1% | |
| VALIC Moderate Growth Lifestyle | — | — | — | $2.6M | <0.1% | |
| VALIC Mid Cap Value Fund | — | — | — | $2.6M | <0.1% | |
| VALIC Systematic Value | — | — | — | $2.5M | <0.1% | |
| VALIC Small Cap Index Fund | — | — | — | $2.3M | <0.1% | |
| VALIC Aggressive Growth Lifestyle | — | — | — | $2.3M | <0.1% | |
| VALIC Small Cap Special Value Fund | — | — | — | $2.2M | <0.1% | |
| VALIC Systematic Growth Fund | — | — | — | $2.2M | <0.1% | |
| Money market funds *CREF CREF Money Market | — | — | — | $2.1M | <0.1% | |
| VALIC Small Cap Growth Fund | — | — | — | $1.9M | <0.1% | |
| VALIC Small Cap Value Fund | — | — | — | $1.7M | <0.1% | |
| VALIC Vanguard Wellington Fund Inc | — | — | — | $1.7M | <0.1% | |
| VALIC Large Capital Growth | — | — | — | $1.7M | <0.1% | |
| VALIC Systematic Core Fund | — | — | — | $1.6M | <0.1% | |
| VALIC Ariel Fund | — | — | — | $1.5M | <0.1% | |
| VALIC Nasdaq-100(R) Index Fund | — | — | — | $1.3M | <0.1% | |
| VALIC International Opportunities | — | — | — | $1.2M | <0.1% | |
| VALIC International Value Fund | — | — | — | $1.2M | <0.1% | |
| VALIC Core Bond Fund | — | — | — | $1.1M | <0.1% | |
| VALIC International Equities Index Fund | — | — | — | $1.1M | <0.1% | |
| VALIC International Growth Fund | — | — | — | $944K | <0.1% | |
| VALIC Ariel Appreciation Fund | — | — | — | $898K | <0.1% | |
| VALIC VC I Conservative Growth Lifestyle | — | — | — | $880K | <0.1% | |
| VALIC Loan Collateral and Escrow Funds | — | — | — | $708K | <0.1% | |
| VALIC Global Strategy | — | — | — | $559K | <0.1% | |
| VALIC High Yield Bond Fund | — | — | — | $469K | <0.1% | |
| ^*TIAA Plan Loan Default Fund | — | — | — | $422K | <0.1% | |
| VALIC US Socially Responsible Fund | — | — | — | $307K | <0.1% | |
| VALIC GS VIT GOV MONEY MKT FD INST | — | — | — | $289K | <0.1% | |
| VALIC Amer Beacon Brdwy Large Cap Growth I | — | — | — | $282K | <0.1% | |
| VALIC Emerging Economies | — | — | — | $268K | <0.1% | |
| VALIC Dividend Value | — | — | — | $163K | <0.1% | |
| VALIC International Socially Responsible Fund | — | — | — | $158K | <0.1% | |
| VALIC Vanguard Long-Term Treasury | — | — | — | $143K | <0.1% | |
| VALIC Vanguard Lt Inv-Grade Fund | — | — | — | $138K | <0.1% | |
| VALIC Government Securities Fund | — | — | — | $127K | <0.1% | |
| VALIC Asset Allocation Fund | — | — | — | $101K | <0.1% | |
| VALIC Vanguard Lifestrategy Growth | — | — | — | $101K | <0.1% | |
| VALIC Inflation Protected Fund | — | — | — | $85K | <0.1% | |
| VALIC VC I Capital Appreciation | — | — | — | $63K | <0.1% | |
| VALIC Vanguard Lifestrategy Conservative Growth | — | — | — | $57K | <0.1% | |
| VALIC International Government Bond | — | — | — | $28K | <0.1% | |
| VALIC Vanguard Lifestrategy Moderate Growth | — | — | — | $18K | <0.1% |