University Hospitals Health System, Inc. Retirement Plan
Corporate pension, based in Shaker Heights, Ohio, reporting $920M in assets, for 36,345 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, University Hospitals Health System, Inc. Retirement Plan no longer reports Core Plus Full Discretion Trust (Loomis Sayles Trust Company) (last held $23M at 2023-12-31; absent from the 2024-12-31 filing).
7 more advisers, 13 more commitments and 48 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Wtc-Cif Small Cap 20003 commitments
- Blackrock US Debt Fund3 commitments
- Wells Cap Cef Ret Plan3 commitments
- Wellington Trust Company3 commitments
- Blackrock3 commitments
- Loomis Sayles Trust Company2 commitments
Relationship network
73 connected entities16 observed commitments10 repeat counterparties12 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 2.1%
- Partnership/joint venture interests 39.0%
- Common/collective trusts 45.2%
- Registered investment companies 10.4%
Consultants and advisers
- Wellington Management Investment adviser (plan)through Dec 31, 2023 Form 5500
- Blue Owl GP Stakes IV Offshr Inv LP Investment adviser (plan)through Dec 31, 2023 Form 5500
- Loomis Investment adviser (plan)through Dec 31, 2023 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Wellington Trust Company3 rows, latest Dec 31, 2024
- Blackrock3 rows, latest Dec 31, 2024
- Loomis Sayles Trust Company2 rows, latest Dec 31, 2023
- Blackrockplan years
- Legalink a Merrill Companyplan years 2024
- Brep 10plan years 2024
+30 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceUniversity Hospitals Health System, Inc. Retirement Plan no longer reports Core Plus Full Discretion Trust (Loomis Sayles Trust Company) (last held $23M at 2023-12-31; absent from the 2024-12-31 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceH2 Special Opportunities no longer appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with H2 Special Opportunitiesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoomis Sayles & Company, LP appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBlackstone Real Estate appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Brep 10askebsa.dol.gov
- Dec 31, 2024Manager relationship startedLegalink a Merrill Company appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Legalink a Merrill Companyaskebsa.dol.gov
+48 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Wtc-Cif Small Cap 2000collective trust | Wellington Trust Company | Public equity | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock US Debt Fundcollective trust | Blackrock | Private credit | $26.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wells Cap Cef Ret Plancollective trust | Wells Fargo Bank, N.A. | Pooled vehicles | $11.6M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 36,345 | $890M | $968M | 92.4% | $920M | $358M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 34,924 | $857M | $887M | 95.3% | $891M | $364M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 36,214 | $1.4B | $1.1B | 99.9% | $857M | $370M | Not disclosed | Not disclosed |
- AON Consulting Inc codes 11 15 50 65 $1.7M PY2024
- Wellington Group Holdings LLP codes 28 $469,283 PY2024
- Cambridge Associates LLC codes 16 $445,200 PY2024
+101 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
University Hospitals Health System, Inc. Retirement Plan sits on 15 traced paths of capital across the graphs.
DFX traced 15 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+50 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+44 connections on the graph
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