DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
University of Virginia Physicians Group Clinicians Supplemental Retirement Plan
Corporate pensionCharlottesville, VA
Assets
$223M
Total assets, Dec 31, 2024 reported
Funded
122.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: University of Virginia Physicians Group
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Registered investment companies 99.6%
Consultants and advisers
5 firms
- Mcguirewoods LLP General consultantthrough Dec 31, 2022 Form 5500
- Principal Trust Co. Custodianthrough Dec 31, 2024 Form 5500
- The Vanguard Group Trusteethrough Dec 31, 2022 Form 5500
- Hewitt Associates Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Vanguard Advisors Inc.plan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$143,463 (2023-12) · $251,805 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 765 | $215M | $169M | 122.8% | $223M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 780 | $185M | $157M | 117.7% | $215M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 803 | $238M | $142M | 139.5% | $185M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Hewitt Associates LLC codes 11 50 $443,078 PY2024
- Vanguard Advisors Inc. codes 28 50 51 52 $147,889 PY2024
- Principal Custody Solutions codes 19 21 50 51 52 $107,061 PY2024
- Mcguirewoods LLP codes 16 29 $39,173 PY2024
- Alight Solutions LLC codes 14 15 50 65 99 $23,100 PY2024
- BDO USA, P.C. codes 10 50 $12,661 PY2024
- Vanguard Fiduciary Trust Company codes 21 50 51 52 $10,168 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Hewitt Associates LLC codes 11 50 $505,326 PY2023
- Vanguard Advisors Inc. codes 28 50 51 52 $143,463 PY2023
- Mcguirewoods LLP codes 10 16 $46,614 PY2023
- Vanguard Fiduciary Trust Company codes 21 50 51 52 $38,974 PY2023
- Alight Solutions LLC codes 14 15 50 65 99 $22,250 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Hewitt Associates LLC codes 11 50 $203,561 PY2022
- Vanguard Advisors Inc. codes 28 50 51 52 $61,881 PY2022
- Vanguard Fiduciary Trust Company codes 21 50 51 52 $23,169 PY2022
- Mcguirewoods LLP codes 10 16 $10,417 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedUniversity of Virginia Physicians Group Clinicians Supplemental Retirement Plan funded ratio 117.7% -> 122.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedUniversity of Virginia Physicians Group Clinicians Supplemental Retirement Plan plan assets $185M -> $215M (+16.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedUniversity of Virginia Physicians Group Clinicians Supplemental Retirement Plan total assets $185M -> $215M (+16.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedUniversity of Virginia Physicians Group Clinicians Supplemental Retirement Plan funded ratio 139.5% -> 117.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUniversity of Virginia Physicians Group Clinicians Supplemental Retirement Plan plan assets $238M -> $185M (-22.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 541124769-009
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.