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Original filing (PDF)20251013124617NAL0001248673001
WASHINGTON UNIVERSITY IN ST. LOUIS
Form 5500
FILING_RECEIVED
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
27,547
Accounts w/ balance
34,171
Plan assets (EOY)
$7.5B
Net assets (EOY)
$7.5B
How this plan invests
This plan
1 pooled trust
Schedule D
48 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.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON UNIVERSITY IN ST. LOUIS.
Plan sponsor
Name
WASHINGTON UNIVERSITY IN ST. LOUIS
EIN
43-0653611
Address
ONE BROOKINGS DRIVE · PO BOX 1190 · ST. LOUIS, MO · 63130
Phone
(314) 935-2332
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $1.3M | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $75K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $27K | — |
Investments
47 direct securities · 1 pooled fund· $7.4B(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
$7.3B
47 holdings
Pooled Separate Account
$169.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA TRADITIONAL (2) | — | — | — | $1.4B | 18.9% | |
| Vanguard Inst Idx Inst Plus | — | — | — | $739.0M | 9.9% | |
| CREF Stock R3 | — | — | — | $608.1M | 8.1% | |
| Nuveen Internatl Eq Idx R6 | — | — | — | $285.2M | 3.8% | |
| Vanguard Equity Income Adm | — | — | — | $272.4M | 3.6% | |
| Vanguard Target Retire 2045 | — | — | — | $267.8M | 3.6% | |
| Vanguard Target Retire 2040 | — | — | — | $264.3M | 3.5% | |
| Vanguard PRIMECAP Adm | — | — | — | $245.7M | 3.3% | |
| Vanguard Sm Cap Idx Inst Plus | — | — | — | $237.6M | 3.2% | |
| Vanguard Target Retire 2050 | — | — | — | $219.1M | 2.9% | |
| Vanguard Target Retire 2035 | — | — | — | $218.0M | 2.9% | |
| Vanguard Ttl Bd Mkt Idx InstPl | — | — | — | $207.6M | 2.8% | |
| CREF Global Equities R3 | — | — | — | $193.4M | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $169.1M | 2.3% | |
| CREF Growth R3 | — | — | — | $167.2M | 2.2% | |
| Vanguard Wellington Adm | — | — | — | $156.3M | 2.1% | |
| Vanguard Target Retire 2030 | — | — | — | $141.6M | 1.9% | |
| Vanguard Intl Growth Adm | — | — | — | $119.9M | 1.6% | |
| Vanguard Target Retire 2055 | — | — | — | $112.0M | 1.5% | |
| Victory Sycamore Estab Val R6 | — | — | — | $99.4M | 1.3% | |
| Vanguard MCap Idx Instit Plus | — | — | — | $98.3M | 1.3% | |
| Vanguard Target Retire 2025 | — | — | — | $94.7M | 1.3% | |
| CREF Social Choice R3 | — | — | — | $92.4M | 1.2% | |
| Vanguard Treasury MoneyMkt Inv | — | — | — | $91.2M | 1.2% | |
| CREF Equity Index R3 | — | — | — | $84.6M | 1.1% | |
| BlackRock Total Return K | — | — | — | $83.9M | 1.1% | |
| Vanguard Real Estate Idx Inst | — | — | — | $79.4M | 1.1% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $70.3M | 0.9% | |
| TIAA-CREF Self Directed Acct | — | — | — | $66.5M | 0.9% | |
| Nuveen Large Cap Resp Eq R6 | — | — | — | $65.8M | 0.9% | |
| Vanguard Infl Protect Sec Inst | — | — | — | $53.7M | 0.7% | |
| BlackRock Mid Cap Growth Eq K | — | — | — | $53.0M | 0.7% | |
| Vanguard Target Retire 2020 | — | — | — | $52.0M | 0.7% | |
| CREF Money Market R3 | — | — | — | $39.0M | 0.5% | |
| American Funds New World R6 | — | — | — | $38.8M | 0.5% | |
| Vanguard Target Retire 2060 | — | — | — | $37.4M | 0.5% | |
| CREF Core Bond R3 | — | — | — | $36.3M | 0.5% | |
| Vanguard Target Retire Income | — | — | — | $35.4M | 0.5% | |
| CREF Stock R4 | — | — | — | $27.1M | 0.4% | |
| CREF Inflation-Linked Bond R3 | — | — | — | $26.5M | 0.4% | |
| JPM Small Cap Value Fund R6 | — | — | — | $22.0M | 0.3% | |
| Notes Receivable From Participant Loan Fund, various maturity dates through 2034, interest rates from 4.25% to 9.50%. | — | — | — | $20.5M | 0.3% | |
| CREF Global Equities R4 | — | — | — | $17.2M | 0.2% | |
| Vanguard Target Retire 2065 | — | — | — | $10.5M | 0.1% | |
| CREF Money Market R4 | — | — | — | $5.5M | <0.1% | |
| CREF Social Choice R4 | — | — | — | $5.4M | <0.1% | |
| Principal Small Cap Grwth I R6 | — | — | — | $4.7M | <0.1% | |
| Vanguard Target Retire 2070 | — | — | — | $1.8M | <0.1% |