Christine Rudge signed University of Virginia Physicians Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of Virginia Physicians Group's EIN is 54-1124769.
Download the official 2024 Form 5500 (PDF) for University of Virginia Physicians Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University of Virginia Physicians Group's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $48K | — |
| TIAA | 13-1624203 | — | NONE | $19K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | Mutual Funds | — | — | $14.7M | 11.6% | |
| Vanguard - Mutual Funds Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $13.9M | 11.0% | |
| Traditional Annuity Contracts- Fully * Fixed Annuity Contracts - TIAA Benefit Responsive | Mutual Funds | — | — | $9.4M | 7.4% | |
| Investments * CREF - Registered Investments CREF Stock R1 | Mutual Funds | — | — | $9.3M | 7.3% | |
| Traditional Annuity Contracts- Non-Fully * Fixed Annuity Contracts - TIAA Benefit Responsive | Mutual Funds | — | — | $9.2M | 7.2% | |
| Fidelity Fdm Idx Inc 2035 Ipr | Common Collective Trusts | — | — | $8.5M | 6.7% | |
| Fidelity Fdm Idx Inc 2040 Ipr | Common Collective Trusts | — | — | $6.2M | 4.9% | |
| Fidelity Fdm Idx Inc 2030 Ipr | Common Collective Trusts | — | — | $5.0M | 3.9% | |
| Fidelity Fdm Idx Inc 2045 Ipr | Common Collective Trusts | — | — | $3.4M | 2.7% | |
| CREF Growth R1 | Mutual Funds | — | — | $2.9M | 2.3% | |
| Fidelity Blue Chip Gr K6 | Mutual Funds | — | — | $2.6M | 2.1% | |
| TIAA REAL ESTATE TIAA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.4M | 1.9% | |
| TIAA-CREF Lfcyle Idx 2040-Inst | Common Collective Trusts | — | — | $2.4M | 1.9% | |
| Fidelity Fdm Idx Inc 2025 Ipr | Common Collective Trusts | — | — | $2.0M | 1.6% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $2.0M | 1.5% | |
| Fidelity Fdm Idx Inc 2050 Ipr | Common Collective Trusts | — | — | $1.9M | 1.5% | |
| Fidelity Fdm Idx Inc 2020 Ipr | Common Collective Trusts | — | — | $1.7M | 1.4% | |
| Vanguard Devlopd Mkts Idx Adm | Common Collective Trusts | — | — | $1.7M | 1.3% | |
| TIAA-CREF Lfcyle Idx 2045-Inst | Common Collective Trusts | — | — | $1.5M | 1.2% | |
| TIAA-CREF Lfcyle Idx 2050-Inst | Common Collective Trusts | — | — | $1.5M | 1.2% | |
| TIAA-CREF Lfcyle Idx 2025-Inst | Common Collective Trusts | — | — | $1.4M | 1.1% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $1.4M | 1.1% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| Fidelity Diversified Intl K6 | Mutual Funds | — | — | $1.3M | 1.0% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $1.2M | 1.0% | |
| Fidelity Fdm Idx Inc 2055 Ipr | Common Collective Trusts | — | — | $1.2M | 0.9% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.1M | 0.9% | |
| TIAA-CREF Lfcyle Idx 2030-Inst | Common Collective Trusts | — | — | $1.1M | 0.9% | |
| Self-Directed Brokerage Account – Fidelity Brokerage Link | Self-Directed Brokerage | — | — | $1.0M | 0.8% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $1.0M | 0.8% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $1.0M | 0.8% | |
| MFS Value R6 | Mutual Funds | — | — | $964K | 0.8% | |
| TIAA and CREF - Mutual Funds TIAA-CREF Lfcyle Idx 2010-Inst | Common Collective Trusts | — | — | $919K | 0.7% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $789K | 0.6% | |
| Vanguard Emr Mkts Stk Idx Adm | Common Collective Trusts | — | — | $788K | 0.6% | |
| TIAA-CREF Lfcyle Idx 2035-Inst | Common Collective Trusts | — | — | $694K | 0.5% | |
| Fidelity Fdm Idx Inc 2015 Ipr | Common Collective Trusts | — | — | $687K | 0.5% | |
| Fidelity FREEDOM 2035 K6 | Mutual Funds | — | — | $627K | 0.5% | |
| Vanguard Real Estate Idx Adm | Common Collective Trusts | — | — | $560K | 0.4% | |
| Guaranteed Interest Account NYL Guar Int Account | Other securities | — | — | $557K | 0.4% | |
| Fidelity Low-Priced ST K6 | Mutual Funds | — | — | $547K | 0.4% | |
| CREF Money Market R1 | Mutual Funds | — | — | $516K | 0.4% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $450K | 0.4% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $376K | 0.3% | |
| Fidelity FREEDOM 2050 K6 | Mutual Funds | — | — | $286K | 0.2% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $286K | 0.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $255K | 0.2% | |
| AS Spl Sm Cap Val R6 | Other securities | — | — | $241K | 0.2% | |
| TIAA-CREF Lfcyle Idx 2055-Inst | Common Collective Trusts | — | — | $226K | 0.2% | |
| Fidelity FREEDOM 2040 K6 | Mutual Funds | — | — | $225K | 0.2% |
