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Original filing (PDF)20250925163446NAL0009377648001
WGU CORPORATION
Form 5500
FILING_RECEIVED
WGU RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
9,058
Accounts w/ balance
11,132
Plan assets (EOY)
$532.7M
Net assets (EOY)
$532.7M
How this plan invests
This plan
1 pooled trust
Schedule D
69 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 272% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WGU CORPORATION.
Plan sponsor
Name
WGU CORPORATION
EIN
84-1383926
Address
4001 SOUTH 700 EAST, SUITE 700 · SALT LAKE CITY, UT · 84107
Phone
(801) 274-3280
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $980K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 87-0462192 | — | INVESTMENT ADVISOR | $184K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS, P.C. | 43-1947695 | — | AUDITOR | $24K | — |
Investments
67 direct securities · 1 pooled fund· $531.4M(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
$530.9M
67 holdings
Pooled Separate Account
$456K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2045 Institutional | — | — | — | $66.7M | 12.5% | |
| TIAA-CREF Lifecycle Index 2040 Institutional | — | — | — | $56.9M | 10.7% | |
| TIAA-CREF Lifecycle Index 2035 Institutional | — | — | — | $48.4M | 9.1% | |
| TIAA-CREF Lifecycle Index 2050 Institutional | — | — | — | $43.7M | 8.2% | |
| BlackRock S&P 500 Index K | — | — | — | $42.3M | 7.9% | |
| TIAA-CREF Lifecycle Index 2030 Institutional | — | — | — | $33.9M | 6.4% | |
| TIAA-CREF Lifecycle Index 2055 Institutional | — | — | — | $26.6M | 5.0% | |
| AllianceBernstein AB Large Cap Growth Fund Class Z | — | — | — | $22.7M | 4.3% | |
| TIAA-CREF Lifecycle Index 2025 Institutional | — | — | — | $22.7M | 4.3% | |
| TIAA-CREF International Equity Index Institutional | — | — | — | $15.5M | 2.9% | |
| Putnam Large Cap Value R6 | — | — | — | $13.2M | 2.5% | |
| Vanguard Mid Cap Index I | — | — | — | $12.9M | 2.4% | |
| American Funds American Funds New Perspective R6 | — | — | — | $12.1M | 2.3% | |
| Standard Insurance Company Standard Stable Asset Fund II | — | — | — | $11.6M | 2.2% | |
| TIAA-CREF Lifecycle Index 2020 Institutional | — | — | — | $10.4M | 2.0% | |
| the participant's account balance, maturing through November 2034 - 0 - | — | — | — | $10.4M | 1.9% | |
| Fidelity US Bond Index | — | — | — | $9.4M | 1.8% | |
| Janus Henderson Janus Henderson Venture N | — | — | — | $7.4M | 1.4% | |
| TIAA-CREF Small-Cap Blend Index Institutional | — | — | — | $7.4M | 1.4% | |
| Massachusetts Financial Services MFS Mid Cap Value R6 | — | — | — | $5.3M | 1.0% | |
| TIAA-CREF Lifecycle Index Retirement Income Institutional | — | — | — | $5.1M | 1.0% | |
| PIMCO Real Estate Real Return Strategy I | — | — | — | $5.1M | 1.0% | |
| ClearBridge Select Fund Class IS | — | — | — | $4.9M | 0.9% | |
| Lord Abbett Lord Abbett High Yield R6 | — | — | — | $4.5M | 0.8% | |
| PIMCO Real Return Institutional | — | — | — | $4.4M | 0.8% | |
| American Funds American Funds New World R6 | — | — | — | $3.2M | 0.6% | |
| TIAA-CREF Lifecycle Index 2060 Institutional | — | — | — | $3.0M | 0.6% | |
| TIAA Traditional Annuity, Non-Benefit Responsive | — | — | — | $2.4M | 0.4% | |
| PGIM Global Total Return R6 | — | — | — | $1.9M | 0.3% | |
| Wells Fargo Wells Fargo Special Small Cap Value Institutional | — | — | — | $1.8M | 0.3% | |
| TIAA-CREF CREF Growth R1 | — | — | — | $1.6M | 0.3% | |
| TIAA Traditional Annuity, Fully Benefit Responsive | — | — | — | $1.3M | 0.2% | |
| TIAA-CREF Lifecycle Index 2065 Institutional | — | — | — | $1.3M | 0.2% | |
| TIAA-CREF CREF Money Market R1 | — | — | — | $1.2M | 0.2% | |
| TIAA-CREF TIAA Access Lifecycle 2045 T4 | — | — | — | $1.2M | 0.2% | |
| TIAA-CREF CREF Stock R1 | — | — | — | $1.1M | 0.2% | |
| TIAA-CREF CREF Equity Index R1 | — | — | — | $1.0M | 0.2% | |
| TIAA-CREF TIAA Access Lifecycle 2030 T4 | — | — | — | $846K | 0.2% | |
| TIAA-CREF TIAA Access Lifecycle 2040 T4 | — | — | — | $810K | 0.2% | |
| TIAA-CREF TIAA Access Lifecycle 2035 T4 | — | — | — | $724K | 0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2050 T4 | — | — | — | $606K | 0.1% | |
| TIAA-CREF CREF Global Equities R1 | — | — | — | $578K | 0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $456K | <0.1% | |
| TIAA-CREF TIAA Access Large-Cap Growth T4 | — | — | — | $327K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2025 T4 | — | — | — | $318K | <0.1% | |
| TIAA-CREF TIAA Access Quant Small-Cap Equity T4 | — | — | — | $197K | <0.1% | |
| TIAA-CREF TIAA Access Large-Cap Value T4 | — | — | — | $181K | <0.1% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 | — | — | — | $181K | <0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Growth T4 | — | — | — | $177K | <0.1% | |
| TIAA-CREF TIAA Access Large-Cap Res Equity T4 | — | — | — | $176K | <0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Value T4 | — | — | — | $144K | <0.1% | |
| TIAA-CREF TIAA Access Core Equity T4 | — | — | — | $131K | <0.1% | |
| TIAA-CREF CREF Core Bond R1 | — | — | — | $124K | <0.1% | |
| TIAA-CREF TIAA Access Small-Cap Blend Index T4 | — | — | — | $121K | <0.1% | |
| TIAA-CREF TIAA Access International Equity T4 | — | — | — | $119K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2015 T4 | — | — | — | $114K | <0.1% | |
| TIAA-CREF TIAA Access Equity Index T4 | — | — | — | $93K | <0.1% | |
| TIAA-CREF TIAA Access Real Estate Securities T4 | — | — | — | $75K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2020 T4 | — | — | — | $73K | <0.1% | |
| TIAA-CREF CREF Social Choice R1 | — | — | — | $60K | <0.1% | |
| TIAA-CREF TIAA Access Money Market T4 | — | — | — | $45K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2010 T4 | — | — | — | $43K | <0.1% | |
| TIAA-CREF Lifecycle Index 2015 Institutional | — | — | — | $31K | <0.1% | |
| TIAA-CREF TIAA Access Core Bond Plus T4 | — | — | — | $8K | <0.1% | |
| TIAA-CREF Lifecycle Index 2010 Institutional | — | — | — | $5K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle Retirement Income T4 | — | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA Access Core Bond T4 | — | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA Access Inflation-Linked Bond T4 | — | — | — | $2K | <0.1% |