Back to filter
Original filing (PDF)20251008102544NAL0002919203001
WVU HEALTH SYSTEM
Form 5500
FILING_RECEIVED
WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
2,079
Accounts w/ balance
2,826
Plan assets (EOY)
$392.4M
Net assets (EOY)
$392.4M
How this plan invests
This plan
1 pooled trust
Schedule D
86 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WVU HEALTH SYSTEM.
Plan sponsor
Name
WVU HEALTH SYSTEM
EIN
55-0492006
Address
3040 UNIVERSITY AVE · MORGANTOWN, WV · 26505
Phone
(304) 598-4000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $164K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 92-1819393 | — | INVESTMENT ADVISOR | $36K | — |
| VALIC | 74-1625348 | — | INVESTMENT MANAGEMENT | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $13K | — |
Investments
85 direct securities · 1 pooled fund· $392.4M(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
$327.8M
83 holdings
Mutual Funds
$39.8M
1 holding
Guaranteed Income / GIC
$22.4M
1 holding
Pooled Separate Account
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Target Date 2040 R6 N/R | Mutual Funds | — | — | $39.8M | 10.1% | |
| American Funds American Funds Target Date 2045 R6 N/R | — | — | — | $34.2M | 8.7% | |
| American Funds American Funds Target Date 2050 R6 N/R | — | — | — | $33.4M | 8.5% | |
| American Funds American Funds Target Date 2035 R6 N/R | — | — | — | $29.3M | 7.5% | |
| American Funds American Funds Target Date 2030 R6 N/R | — | — | — | $27.7M | 7.0% | |
| Fidelity 500 Index N/R | — | — | — | $25.6M | 6.5% | |
| s * TIAA Traditional Annuity Account N/R | Guaranteed Income / GIC | — | — | $22.4M | 5.7% | |
| American Funds American Funds Target Date 2025 R6 N/R | — | — | — | $20.1M | 5.1% | |
| Registered Investment Companies * CREF Stock Account N/R | — | — | — | $18.4M | 4.7% | |
| American Funds American Funds Target Date 2055 R6 N/R | — | — | — | $15.7M | 4.0% | |
| American Funds American Funds Target Date 2020 R6 N/R | — | — | — | $14.6M | 3.7% | |
| Fidelity Large Cap Growth Index N/R | — | — | — | $12.2M | 3.1% | |
| CREF Growth Account N/R | — | — | — | $7.2M | 1.8% | |
| Vanguard Developing Market Index IS N/R | — | — | — | $7.0M | 1.8% | |
| Vanguard Money Market Fund N/R | — | — | — | $5.9M | 1.5% | |
| CREF Equity Index Account N/R | — | — | — | $5.9M | 1.5% | |
| CREF Global Equities Account N/R | — | — | — | $5.0M | 1.3% | |
| Fidelity Mid Cap Index N/R | — | — | — | $5.0M | 1.3% | |
| Dodge & Cox Dodge & Cox Stock N/R | — | — | — | $3.8M | 1.0% | |
| Corebridge Fixed Account Plus N/R | — | — | — | $3.8M | 1.0% | |
| American Funds American Funds Target Date 2060 R6 N/R | — | — | — | $3.7M | 0.9% | |
| Fidelity Small Cap Index N/R | — | — | — | $3.6M | 0.9% | |
| Pioneer Bond Y N/R | — | — | — | $3.4M | 0.9% | |
| Vanguard Total Bond Market Inst N/R | — | — | — | $3.4M | 0.9% | |
| Fidelity Small Cap Growth Index N/R | — | — | — | $3.0M | 0.8% | |
| American Fuds American Funds Target Date 2015 R6 N/R | — | — | — | $2.9M | 0.8% | |
| BlackRock High Yield Bond Inst N/R | — | — | — | $2.8M | 0.7% | |
| TIAA REAL ESTATE TIAA- CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.5M | 0.6% | |
| Corebridge Science & Technology Fund N/R | — | — | — | $2.2M | 0.6% | |
| Fidelity Contrafund K6 N/R | — | — | — | $2.1M | 0.5% | |
| Public Investment Fund PIF Real Estate Sec IS N/R | — | — | — | $2.1M | 0.5% | |
| MassMutual Select Mid Cap Growth R5 N/R | — | — | — | $1.9M | 0.5% | |
| Victory S Estb Val R N/R | — | — | — | $1.5M | 0.4% | |
| CREF Core Bond Market Account N/R | — | — | — | $1.4M | 0.3% | |
| Corebridge Stock Index Fund N/R | — | — | — | $1.3M | 0.3% | |
| Corebridge Growth Fund N/R | — | — | — | $1.3M | 0.3% | |
| American Funds American Funds Target Date 2010 R6 N/R | — | — | — | $1.3M | 0.3% | |
| MFS Intl Intr Val R3 N/R | — | — | — | $1.2M | 0.3% | |
| Oppenheimer Investco Oppenheimer Small-Mid Co Y N/R | — | — | — | $1.2M | 0.3% | |
| CREF Social Choice Account N/R | — | — | — | $1.1M | 0.3% | |
| American Century American Century Inc & Growth I N/R | — | — | — | $1.0M | 0.3% | |
| Wells Fargo Wells Fargo Special Small Cap Val IS N/R | — | — | — | $1.0M | 0.3% | |
| CREF Money Market Account N/R | — | — | — | $888K | 0.2% | |
| Fidelity Inflation-Protected Bond Index N/R | — | — | — | $765K | 0.2% | |
| Corebridge Growth & Income Fund N/R | — | — | — | $747K | 0.2% | |
| Corebridge Mid Cap Index Fund N/R | — | — | — | $732K | 0.2% | |
| Vanguard Intl Growth Adm N/R | — | — | — | $721K | 0.2% | |
| Corebridge Vanguard Windsor II N/R | — | — | — | $542K | 0.1% | |
| PIMCO Income Inst N/R | — | — | — | $496K | 0.1% | |
| Corebridge Small Cap Growth Fund N/R | — | — | — | $456K | 0.1% | |
| CREF Inflation-Linked Bond Account N/R | — | — | — | $437K | 0.1% | |
| Corebridge Mid Cap Strategic Growth N/R | — | — | — | $427K | 0.1% | |
| Corebridge Large Capital Growth N/R | — | — | — | $413K | 0.1% | |
| Corebridge International Growth Fund N/R | — | — | — | $358K | <0.1% | |
| American Funds American Funds Target Date 2055 R6 N/R | — | — | — | $319K | <0.1% | |
| Corebridge Nasdaq-100(R) Index Fund N/R | — | — | — | $270K | <0.1% | |
| Corebridge Vanguard LT Inv-Grade Fund N/R | — | — | — | $230K | <0.1% | |
| Corebridge Small Cap Special Value N/R | — | — | — | $210K | <0.1% | |
| Corebridge Vanguard Long-Term Treasury N/R | — | — | — | $183K | <0.1% | |
| Corebridge Asset Allocation Fund N/R | — | — | — | $165K | <0.1% | |
| Lincoln Stable Value N/R | — | — | — | $152K | <0.1% | |
| Corebridge Mid Cap Value Fund N/R | — | — | — | $149K | <0.1% | |
| Corebridge Foreign Value N/R | — | — | — | $132K | <0.1% | |
| Corebridge Small Cap Index Fund N/R | — | — | — | $125K | <0.1% | |
| Corebridge Core Bond Fund N/R | — | — | — | $116K | <0.1% | |
| Corebridge Ariel Appreciation Fund N/R | — | — | — | $87K | <0.1% | |
| Corebridge Ariel Fund N/R | — | — | — | $60K | <0.1% | |
| Fidelity Puritan K N/R | — | — | — | $55K | <0.1% | |
| Corebridge Blue Chip Growth Fund N/R | — | — | — | $48K | <0.1% | |
| Corebridge Broad Cap Value Inc N/R | — | — | — | $45K | <0.1% | |
| Corebridge Government Securities Fund N/R | — | — | — | $45K | <0.1% | |
| Corebridge Aggressive Growth Lifestyle N/R | — | — | — | $32K | <0.1% | |
| Corebridge Socially Responsible Fund N/R | — | — | — | $29K | <0.1% | |
| Corebridge International Equities Fund N/R | — | — | — | $28K | <0.1% | |
| Corebridge Global Strategy N/R | — | — | — | $27K | <0.1% | |
| Corebridge Goldman Sachs VIT Gov MM Fund Inst N/R | — | — | — | $20K | <0.1% | |
| Corebridge Emerging Economies N/R | — | — | — | $16K | <0.1% | |
| Corebridge International Opportunities N/R | — | — | — | $15K | <0.1% | |
| Corebridge High Yield Bond Fund N/R | — | — | — | $12K | <0.1% | |
| Corebridge Inflation Protected Fund N/R | — | — | — | $6K | <0.1% | |
| Corebridge International Socially Responsible Fund N/R | — | — | — | $5K | <0.1% | |
| Corebridge Small Cap Value Fund N/R | — | — | — | $5K | <0.1% | |
| Corebridge Vanguard Wellington Fund, Inc. N/R | — | — | — | $3K | <0.1% | |
| Corebridge VALIC Company I Capital Appreciation N/R | — | — | — | $3K | <0.1% | |
| Corebridge Global Real Estate Fund N/R | — | — | — | $2K | <0.1% | |
| Corebridge Dividend Value N/R | — | — | — | $1K | <0.1% |