# INOVA Health System Retirement Income Plan

INOVA Health System Retirement Income Plan is a Defined Benefit based in Falls Church, United States.

## Overview

- **Organization type:** Defined Benefit
- **Headquarters:** Falls Church, United States
- **Region:** North America
- **Address:** Falls Church, VA, United States
- **Assets under management:** Undisclosed
- **Website:** inova.org

## Regulatory record

- **Reports private funds:** No

## About

The INOVA Health System Retirement Income Plan operates as a defined-benefit pension fund under ERISA guidelines and serves employees of INOVA Health, a nonprofit hospital network in Northern Virginia. Its assets derive from employee and employer contributions and support a diversified portfolio that includes public equities, private credit, real estate, infrastructure, and hedge funds. The plan allocates to opportunistic fixed-income strategies and alternative asset managers under a long-duration liability-driven approach and maintains limited-partner positions in private equity and real estate partnerships. Its investment office runs a lean team across offices in Falls Church, Chicago, and Boston, supplemented by external consultants and outsourced CIO services.

## Sectors

- Healthcare Services
- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## Offices

- Chicago
- Boston

## Questions

### What is the plan's investment strategy?

The plan uses a diversified strategy across public equities, private credit, real estate, infrastructure, and hedge funds. This allocation is common for pension funds seeking liability-driven returns with lower portfolio volatility.

### Does the plan engage in direct investments or only through external managers?

The plan primarily invests through external managers, including private equity and real estate partnerships. There is no public evidence of a direct investment program.

### How is the plan related to INOVA Health System?

The plan is a retirement vehicle for employees of INOVA Health, a nonprofit hospital network in Northern Virginia. It is sponsored by the health system but operates under ERISA fiduciary rules.

### What is the geographic focus of the plan's investments?

The majority of exposures are domestic US, with some international allocation through global investment managers.

### Has the plan disclosed its asset allocation or performance data?

The plan does not publicly report detailed asset allocation or returns. As a private pension fund, it is not required to disclose this information.

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Last updated: 2026-07-11T16:26:40.000Z

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