Original filing (PDF)20251008102544NAL0002919203001

WVU HEALTH SYSTEM

Name: WVU HEALTH SYSTEM — WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN, Form 5500 (2024)
Creator: 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

85 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS CO	04-2647786	—	RECORDKEEPER	$164K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONCURRENT INVESTMENT ADVISORS LLC	92-1819393	—	INVESTMENT ADVISOR	$36K	—
VALIC

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.

Other securities

$318.7M

77 holdings

Mutual Funds

$39.8M

1 holding

Guaranteed Income / GIC

$22.4M

1 holding

Cash / Money Market

$6.8M

2 holdings

Pooled Separate Account

$2.5M

1 holding

Common Stock

$2.3M

4 holdings

					% 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	Other securities	—	—	$34.2M	8.7%
American Funds American Funds Target Date 2050 R6 N/R	Other securities	—	—	$33.4M	8.5%
American Funds American Funds Target Date 2035 R6 N/R	Other securities	—	—	$29.3M	7.5%
American Funds American Funds Target Date 2030 R6 N/R	Other securities	—	—	$27.7M	7.0%
Fidelity 500 Index N/R	Other securities	—	—	$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	Other securities	—	—	$20.1M	5.1%
Registered Investment Companies * CREF Stock Account N/R	Other securities	—	—	$18.4M	4.7%
American Funds American Funds Target Date 2055 R6 N/R	Other securities	—	—	$15.7M	4.0%
American Funds American Funds Target Date 2020 R6 N/R	Other securities	—	—	$14.6M	3.7%
Fidelity Large Cap Growth Index N/R	Other securities	—	—	$12.2M	3.1%
CREF Growth Account N/R	Other securities	—	—	$7.2M	1.8%
Vanguard Developing Market Index IS N/R	Other securities	—	—	$7.0M	1.8%
Vanguard Money Market Fund N/R	Cash / Money Market	—	—	$5.9M	1.5%
CREF Equity Index Account N/R	Other securities	—	—	$5.9M	1.5%
CREF Global Equities Account N/R	Other securities	—	—	$5.0M	1.3%
Fidelity Mid Cap Index N/R	Other securities	—	—	$5.0M	1.3%
Dodge & Cox Dodge & Cox Stock N/R	Other securities	—	—	$3.8M	1.0%
Corebridge Fixed Account Plus N/R	Other securities	—	—	$3.8M	1.0%
American Funds American Funds Target Date 2060 R6 N/R	Other securities	—	—	$3.7M	0.9%
Fidelity Small Cap Index N/R	Other securities	—	—	$3.6M	0.9%
Pioneer Bond Y N/R	Other securities	—	—	$3.4M	0.9%
Vanguard Total Bond Market Inst N/R	Other securities	—	—	$3.4M	0.9%
Fidelity Small Cap Growth Index N/R	Other securities	—	—	$3.0M	0.8%
American Fuds American Funds Target Date 2015 R6 N/R	Other securities	—	—	$2.9M	0.8%
BlackRock High Yield Bond Inst N/R	Other securities	—	—	$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	Other securities	—	—	$2.2M	0.6%
Fidelity Contrafund K6 N/R	Other securities	—	—	$2.1M	0.5%
Public Investment Fund PIF Real Estate Sec IS N/R	Other securities	—	—	$2.1M	0.5%
MassMutual Select Mid Cap Growth R5 N/R	Other securities	—	—	$1.9M	0.5%
Victory S Estb Val R N/R	Other securities	—	—	$1.5M	0.4%
CREF Core Bond Market Account N/R	Other securities	—	—	$1.4M	0.3%
Corebridge Stock Index Fund N/R	Other securities	—	—	$1.3M	0.3%
Corebridge Growth Fund N/R	Other securities	—	—	$1.3M	0.3%
American Funds American Funds Target Date 2010 R6 N/R	Other securities	—	—	$1.3M	0.3%
MFS Intl Intr Val R3 N/R	Other securities	—	—	$1.2M	0.3%
Oppenheimer Investco Oppenheimer Small-Mid Co Y N/R	Common Stock	—	—	$1.2M	0.3%
CREF Social Choice Account N/R	Other securities	—	—	$1.1M	0.3%
American Century American Century Inc & Growth I N/R	Common Stock	—	—	$1.0M	0.3%
Wells Fargo Wells Fargo Special Small Cap Val IS N/R	Other securities	—	—	$1.0M	0.3%
CREF Money Market Account N/R	Cash / Money Market	—	—	$888K	0.2%
Fidelity Inflation-Protected Bond Index N/R	Other securities	—	—	$765K	0.2%
Corebridge Growth & Income Fund N/R	Other securities	—	—	$747K	0.2%
Corebridge Mid Cap Index Fund N/R	Other securities	—	—	$732K	0.2%
Vanguard Intl Growth Adm N/R	Other securities	—	—	$721K	0.2%
Corebridge Vanguard Windsor II N/R	Other securities	—	—	$542K	0.1%
PIMCO Income Inst N/R	Other securities	—	—	$496K	0.1%
Corebridge Small Cap Growth Fund N/R	Other securities	—	—	$456K	0.1%