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Original filing (PDF)20251006172737NAL0002067427001
THE GEORGE WASHINGTON UNIVERSITY
Form 5500
FILING_RECEIVED
THE GEORGE WASHINGTON UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,055
Accounts w/ balance
13,586
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
1 pooled trust
Schedule D
106 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 (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GEORGE WASHINGTON UNIVERSITY.
Plan sponsor
Name
THE GEORGE WASHINGTON UNIVERSITY
EIN
53-0196584
Address
44983 KNOLL SQUARE, SUITE 391 · ASHBURN, VA · 20147
Phone
(571) 553-8324
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
2025-10-06
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | 52-1053785 | — | CONTRACT ADMINISTRATOR | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | AUDITOR | $28K | — |
Investments
105 direct securities · 1 pooled fund· $1.4B(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
$1.4B
105 holdings
Pooled Separate Account
$29.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Teachers' Insurance and Annuity Association TIAA Traditional Annuity - RA Unallocated Insurance Contract | — | — | — | $274.2M | 18.9% | |
| College Retirement Equities Fund - Variable Annuities** CREF Stock R3 Registered Investment Companies | — | — | — | $186.2M | 12.8% | |
| CREF Growth R3 Registered Investment Companies | — | — | — | $71.6M | 4.9% | |
| CREF Global Equities R3 Registered Investment Companies | — | — | — | $48.6M | 3.4% | |
| FID FREEDOM 2045 K Registered Investment Companies | — | — | — | $43.3M | 3.0% | |
| FID FREEDOM 2040 K Registered Investment Companies | — | — | — | $40.3M | 2.8% | |
| CREF Equity Index R3 Registered Investment Companies | — | — | — | $36.8M | 2.5% | |
| FID FREEDOM 2050 K Registered Investment Companies | — | — | — | $36.5M | 2.5% | |
| FID FREEDOM 2035 K Registered Investment Companies | — | — | — | $32.2M | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $29.8M | 2.1% | |
| FID GROWTH CO K Registered Investment Companies | — | — | — | $28.2M | 1.9% | |
| Nuveen Internatl Eq Idx R6 Registered Investment Companies | — | — | — | $28.2M | 1.9% | |
| Nuveen S&P 500 Index R6 Registered Investment Companies | — | — | — | $26.4M | 1.8% | |
| FID 500 INDEX Registered Investment Companies | — | — | — | $24.3M | 1.7% | |
| FID FREEDOM 2030 K Registered Investment Companies | — | — | — | $23.7M | 1.6% | |
| Nuveen Lifecycle 2040 R6 Registered Investment Companies | — | — | — | $22.0M | 1.5% | |
| CREF Social Choice R3 Registered Investment Companies | — | — | — | $20.9M | 1.4% | |
| FID CONTRAFUND K Registered Investment Companies | — | — | — | $19.5M | 1.3% | |
| FID FREEDOM 2055 K Registered Investment Companies | — | — | — | $17.5M | 1.2% | |
| FID BLUE CHIP GR K Registered Investment Companies | — | — | — | $17.1M | 1.2% | |
| Nuveen Large Cap Val Idx R6 Registered Investment Companies | — | — | — | $16.0M | 1.1% | |
| Nuveen Lifecycle 2035 R6 Registered Investment Companies | — | — | — | $15.5M | 1.1% | |
| Nuveen Large Cap Gr Idx R6 Registered Investment Companies | — | — | — | $14.5M | 1.0% | |
| VANGUARD INST INDEX Registered Investment Companies | — | — | — | $14.2M | 1.0% | |
| CREF Core Bond R3 Registered Investment Companies | — | — | — | $13.5M | 0.9% | |
| FID FREEDOM 2025 K Registered Investment Companies | — | — | — | $13.5M | 0.9% | |
| VANG TOT STK MKT IS Registered Investment Companies | — | — | — | $13.2M | 0.9% | |
| Nuveen Equity Index R6 Registered Investment Companies | — | — | — | $12.5M | 0.9% | |
| Nuveen Large Cap Resp Eq R6 Registered Investment Companies | — | — | — | $11.5M | 0.8% | |
| Nuveen Quant Small Cp Eq R6 Registered Investment Companies | — | — | — | $11.1M | 0.8% | |
| Nuveen Large Cap Value R6 Registered Investment Companies | — | — | — | $10.6M | 0.7% | |
| Nuveen Lifecycle 2030 R6 Registered Investment Companies | — | — | — | $10.3M | 0.7% | |
| TIAA-CREF Mutual Funds Nuveen Bond Index R6 Registered Investment Companies | — | — | — | $10.2M | 0.7% | |
| CREF Money Market R3 Registered Investment Companies | — | — | — | $10.2M | 0.7% | |
| CREF Inflation-Linked Bond R3 Registered Investment Companies | — | — | — | $10.1M | 0.7% | |
| VANG VMMR-FED MMKT Registered Investment Companies | — | — | — | $9.9M | 0.7% | |
| Nuveen Lifecycle 2025 R6 Registered Investment Companies | — | — | — | $9.6M | 0.7% | |
| FID MAGELLAN K Registered Investment Companies | — | — | — | $8.6M | 0.6% | |
| VANG US GROWTH ADM Registered Investment Companies | — | — | — | $8.0M | 0.6% | |
| FID FREEDOM 2020 K Registered Investment Companies | — | — | — | $8.0M | 0.6% | |
| FID OTC K Registered Investment Companies | — | — | — | $7.6M | 0.5% | |
| MFS Intl Diversification Cl R6 Registered Investment Companies | — | — | — | $7.5M | 0.5% | |
| Nuveen Real Est Sec Sel R6 Registered Investment Companies | — | — | — | $7.4M | 0.5% | |
| VANG WELLINGTON ADM Registered Investment Companies | — | — | — | $7.0M | 0.5% | |
| VANG WINDSOR ADM Registered Investment Companies | — | — | — | $7.0M | 0.5% | |
| Nuveen Lifecycle 2045 R6 Registered Investment Companies | — | — | — | $6.9M | 0.5% | |
| Nuveen Money Market R6 Registered Investment Companies | — | — | — | $6.8M | 0.5% | |
| Nuveen Small Cap Bld Idx R6 Registered Investment Companies | — | — | — | $6.7M | 0.5% | |
| American Cent MdCpVa Fd Cla R6 Registered Investment Companies | — | — | — | $6.7M | 0.5% | |
| Nuveen Large Cap Growth R6 Registered Investment Companies | — | — | — | $6.6M | 0.5% | |
| Nuveen Lifecycle 2020 R6 Registered Investment Companies | — | — | — | $6.1M | 0.4% | |
| VANG GRTH & INC ADM Registered Investment Companies | — | — | — | $6.1M | 0.4% | |
| FID FREEDOM 2060 K Registered Investment Companies | — | — | — | $5.5M | 0.4% | |
| VANG INTL GROWTH ADM Registered Investment Companies | — | — | — | $5.4M | 0.4% | |
| Nuveen High Yield R6 Registered Investment Companies | — | — | — | $4.9M | 0.3% | |
| FID US BOND IDX Registered Investment Companies | — | — | — | $4.7M | 0.3% | |
| FID LOW PRICED STK K Registered Investment Companies | — | — | — | $4.2M | 0.3% | |
| FID BALANCED K Registered Investment Companies | — | — | — | $3.7M | 0.3% | |
| FID FREEDOM 2015 K Registered Investment Companies | — | — | — | $3.4M | 0.2% | |
| Nuveen Lifecycle 2050 R6 Registered Investment Companies | — | — | — | $3.4M | 0.2% | |
| FID OVERSEAS K Registered Investment Companies | — | — | — | $3.3M | 0.2% | |
| VANG WELLESLEY ADM Registered Investment Companies | — | — | — | $3.3M | 0.2% | |
| VANG TOT INTL STK AD Registered Investment Companies | — | — | — | $3.2M | 0.2% | |
| FID SM CAP DISCOVERY Registered Investment Companies | — | — | — | $3.2M | 0.2% | |
| FID GOVT MMKT Registered Investment Companies | — | — | — | $3.1M | 0.2% | |
| FID PURITAN K Registered Investment Companies | — | — | — | $3.1M | 0.2% | |
| MFS Mid Cap Growth Fund R6 Registered Investment Companies | — | — | — | $3.1M | 0.2% | |
| Nuveen Core Bond R6 Registered Investment Companies | — | — | — | $2.9M | 0.2% | |
| Nuveen Core Plus Bond R6 Registered Investment Companies | — | — | — | $2.7M | 0.2% | |
| VANG LT INV GR ADM Registered Investment Companies | — | — | — | $2.7M | 0.2% | |
| FID MID CAP STOCK K Registered Investment Companies | — | — | — | $2.6M | 0.2% | |
| FID FREEDOM 2010 K Registered Investment Companies | — | — | — | $2.6M | 0.2% | |
| Nuveen Lifecycle 2015 R6 Registered Investment Companies | — | — | — | $2.4M | 0.2% | |
| Nuveen Lifecycle 2010 R6 Registered Investment Companies | — | — | — | $2.3M | 0.2% | |
| Nuveen Lifecycle 2055 R6 Registered Investment Companies | — | — | — | $2.2M | 0.2% | |
| Nuveen Infl Linked Bond R6 Registered Investment Companies | — | — | — | $2.1M | 0.1% | |
| FID STRATEGIC INCOME Registered Investment Companies | — | — | — | $1.9M | 0.1% | |
| FID ASSET MGR 50% Registered Investment Companies | — | — | — | $1.8M | 0.1% | |
| Nuveen Short Term Bond R6 Registered Investment Companies | — | — | — | $1.7M | 0.1% | |
| VANGUARD INTL VALUE Registered Investment Companies | — | — | — | $1.7M | 0.1% | |
| VANG INFL PROT ADM Registered Investment Companies | — | — | — | $1.7M | 0.1% | |
| VANG ST INV GR ADM Registered Investment Companies | — | — | — | $1.5M | 0.1% | |
| FID INTERMED BOND Registered Investment Companies | — | — | — | $1.4M | <0.1% | |
| FID EMERGING MKTS K Registered Investment Companies | — | — | — | $1.4M | <0.1% | |
| VAN REAL EST IDX ADM Registered Investment Companies | — | — | — | $1.4M | <0.1% | |
| VANG INTM TREAS ADM Registered Investment Companies | — | — | — | $1.4M | <0.1% | |
| FID ASSET MGR 20% Registered Investment Companies | — | — | — | $1.3M | <0.1% | |
| VANG LT TREASURY ADM Registered Investment Companies | — | — | — | $1.2M | <0.1% | |
| FID SHORT TERM BOND Registered Investment Companies | — | — | — | $1.1M | <0.1% | |
| FID ASSET MGR 70% Registered Investment Companies | — | — | — | $1.0M | <0.1% | |
| VANG ST TREASURY ADM Registered Investment Companies | — | — | — | $1.0M | <0.1% | |
| FID INVST GR BD Registered Investment Companies | — | — | — | $994K | <0.1% | |
| Fidelity Management Trust Company VAN FTSE SOC IDX ADM Registered Investment Companies | — | — | — | $967K | <0.1% | |
| VANG HI YLD CORP ADM Registered Investment Companies | — | — | — | $962K | <0.1% | |
| FID REAL ESTATE INC Registered Investment Companies | — | — | — | $729K | <0.1% | |
| FID FREEDOM 2065 K Registered Investment Companies | — | — | — | $575K | <0.1% | |
| VANG GNMA ADM Registered Investment Companies | — | — | — | $541K | <0.1% | |
| FID INFL PR BD IDX Registered Investment Companies | — | — | — | $478K | <0.1% | |
| FIDELITY GOVT INCOME Registered Investment Companies | — | — | — | $366K | <0.1% | |
| Nuveen Lifecycle 2060 R6 Registered Investment Companies | — | — | — | $333K | <0.1% | |
| VANG ST INF PS IDX A Registered Investment Companies | — | — | — | $312K | <0.1% | |
| FID GNMA Registered Investment Companies | — | — | — | $214K | <0.1% | |
| Nuveen Lifecycle Ret Inc R6 Registered Investment Companies | — | — | — | $191K | <0.1% | |
| FID ASSET MGR 85% Registered Investment Companies | — | — | — | $184K | <0.1% | |
| FID FREEDOM INC K Registered Investment Companies | — | — | — | $111K | <0.1% | |
| Nuveen Managed Allocat R6 Registered Investment Companies | — | — | — | $91K | <0.1% |