Original filing (PDF)20251008102726NAL0009557200001

WVU Health System

Name: WVU Health System — West Virginia University Health, Form 5500 (2024)
Creator: WVU Health System
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

West Virginia University Health System 403(b) Retirement Savings Plan

403(b) retirement plan · WVU Health System's West Virginia University Health System 403(b) Retirement Savings Plan held $1.8B in plan assets for 32,450 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

50% in single holdingCorrective distributions issued

Active participants

32,450

Accounts w/ balance

36,866

Plan assets (EOY)

$1.8B

Net assets (EOY)

$1.8B

How this plan invests

This plan

1 pooled trust

Schedule D

110 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

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

55-0754713all filings

Address

3040 UNIVERSITY AVE · MORGANTOWN, WV · 26505

Phone

(304) 598-4000

Industry

Health Care & Social Assistance

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

2025-10-08

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial 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
FIDELITY INVEST INST OP	04-2647786	—	RECORDKEEPER	$1.9M	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$112K	—
CONCURRENT INVESTMENT

Investments

110 direct securities · 1 pooled fund· $3.5B(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

$1.8B

45 holdings

Mutual Funds

$1.6B

54 holdings

Common Collective Trusts

$70.4M

7 holdings

Bonds / Notes

$19.2M

1 holding

Pooled Separate Account

$6.1M

1 holding

Stable Value

$3.4M

1 holding

Cash / Money Market

$76K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$1.4B TIAA / Nuveen$182.9M Fidelity$114.6M Vanguard$29.2M Dodge & Cox$5.3M PIMCO$3.1M American Century$2.9M Prudential / PGIM$1.7M Wells Fargo / Allspring

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					% of plan
b	Other securities	—	—	$1.8B	100.0%
American Funds American Funds Target Date 2035 R6 N/R	Mutual Funds	—	—	$219.7M	12.5%
American Funds American Funds Target Date 2040 R6 N/R	Mutual Funds	—	—	$198.2M	11.3%
American Funds American Funds Target Date 2030 R6 N/R	Mutual Funds	—	—	$194.3M	11.1%
American Funds American Funds Target Date 2045 R6 N/R	Mutual Funds	—	—	$167.3M	9.5%
American Funds American Funds Target Date 2025 R6 N/R	Mutual Funds	—	—	$148.6M	8.5%
American Funds American Funds Target Date 2050 R6 N/R	Mutual Funds	—	—	$139.3M	7.9%
American Funds American Funds Target Date 2055 R6 N/R	Mutual Funds	—	—	$116.3M	6.6%
American Funds American Funds Target Date 2060 R6 N/R	Mutual Funds	—	—	$78.5M	4.5%
Guaranteed Annuity Contracts * TIAA Traditional Account N/R	Mutual Funds	—	—	$64.8M	3.7%
Fidelity 500 Index N/R	Common Collective Trusts	—	—	$58.5M	3.3%
Registered Investment Companies * CREF Stock N/R	Mutual Funds	—	—	$50.2M	2.9%
American Funds American Funds Target Date 2020 R6 N/R	Mutual Funds	—	—	$49.8M	2.8%
CREF Growth N/R	Mutual Funds	—	—	$28.4M	1.6%
American Funds American Funds Target Date 2065 R6 N/R	Mutual Funds	—	—	$27.6M	1.6%
Fidelity Contrafund K6 N/R	Mutual Funds	—	—	$19.4M	1.1%
Participant Loans Interest rates: 3.25% - 9.50% $0	Bonds / Notes	—	—	$19.2M	1.1%
Fidelity Large Cap Growth Index N/R	Mutual Funds	—	—	$16.9M	1.0%
Money Market Funds Vanguard Federal Money Market Inv N/R	Mutual Funds	—	—	$16.2M	0.9%
American Funds American Funds Target Date 2015 R6 N/R	Mutual Funds	—	—	$15.5M	0.9%
CREF Global Equities N/R	Mutual Funds	—	—	$12.6M	0.7%
CREF Equity Index N/R	Common Collective Trusts	—	—	$11.5M	0.7%
Pioneer Bond Y N/R	Other securities	—	—	$8.5M	0.5%
American Funds American Funds Target Date 2010 R6 N/R	Mutual Funds	—	—	$8.1M	0.5%
Fidelity Mid Cap Index N/R	Mutual Funds	—	—	$7.8M	0.4%
MFS International Intrinsic Value R3 N/R	Mutual Funds	—	—	$7.5M	0.4%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$6.1M	0.3%
Vanguard Developing Market Index IS N/R	Mutual Funds	—	—	$5.5M	0.3%
Dodge & Cox Dodge & Cox Stock N/R	Mutual Funds	—	—	$5.3M	0.3%
Vanguard Total Bond Market Inst N/R	Mutual Funds	—	—	$4.3M	0.2%
Fidelity Small Cap Index N/R	Mutual Funds	—	—	$4.2M	0.2%
Fidelity Small Cap Growth K6 N/R	Mutual Funds	—	—	$3.5M	0.2%
Lincoln Stable Value N/R	Stable Value	—	—	$3.4M	0.2%
PIMCO Income Inst N/R	Mutual Funds	—	—	$3.1M	0.2%
CREF Core Bond N/R	Mutual Funds	—	—	$3.0M	0.2%
Vanguard Intl Growth Adm N/R	Mutual Funds	—	—	$3.0M	0.2%
CREF Social Choice N/R	Mutual Funds	—	—	$2.9M	0.2%
American Century American Century Disciplined Core Value N/R	Other securities	—	—	$2.9M	0.2%
MFS Mid Cap Growth N/R	Mutual Funds	—	—	$2.9M	0.2%
Fidelity Puritan K N/R	Mutual Funds	—	—	$2.6M	0.1%
Victory Sycamore Victory Sycamore Established Value R N/R	Other securities	—	—	$2.5M	0.1%
CREF Money Market N/R	Mutual Funds	—	—	$2.2M	0.1%
Fidelity Inflation-Protected Bond Index N/R	Mutual Funds	—	—	$1.7M	<0.1%
PGIM High Yield R6 N/R	Other securities	—	—	$1.7M	<0.1%
CREF Inflation-Linked Bond N/R	Mutual Funds	—	—	$1.1M	<0.1%
C&S Real Estate A N/R	Other securities	—	—	$1.1M	<0.1%
Allspring Special Small Cap Value IS N/R	Other securities	—	—	$992K	<0.1%
Oppenheimer Invesco Oppenheimer Intl Small-Mid Y N/R	Mutual Funds	—	—	$478K	<0.1%
Northwestern Mutual Northwestern Mutual Balanced MSA N/R	Other securities	—	—	$464K	<0.1%
Janus Forty Fund Class C N/R	Mutual Funds	—	—	$443K	<0.1%

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