# The Emory Clinic Retirement Savings Plan

The Emory Clinic Retirement Savings Plan is a Private Sector Pension Fund based in Atlanta, United States.

## Overview

- **Organization type:** Private Sector Pension Fund
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** 550 Peachtree Street North East, Atlanta, GA, United States
- **Founded:** 2006
- **Assets under management:** 820 (Altss estimate)
- **Website:** www.emoryhealthcare.org
- **LinkedIn:** https://www.linkedin.com/company/emory-healthcare

## Regulatory record

- **Reports private funds:** No

## About

The plan was established in 2006 to serve employees of The Emory Clinic. Emory University acts as sponsor while Emory Healthcare supplies the participant base. Recordkeeping and investment options are provided through Fidelity, TIAA and Vanguard. Assets are deployed across core mutual funds and ETFs. Confirmed holdings include SPY, ACWI, FCNTX, VBMPX and smaller positions in Grayscale Bitcoin Mini Trust ETF, iShares Bitcoin Trust and iShares Gold Trust. Geographic exposure is primarily North America with global equity sleeves. The plan does not run direct private-market or co-investment programs. CAPTRUST serves as investment consultant and KPMG as auditor. The plan maintains membership in NACUBO. No additional offices exist beyond the Atlanta headquarters. Governance flows through Emory University as plan sponsor with fiduciary oversight shared by Emory Healthcare human resources leadership. Investment decisions remain centralized under Emory Investment Management rather than an independent investment committee.

## Sectors

- Healthcare Services

## People

- Srinivas Pulavarti — Chief Investment Officer, Emory Investment Management
- Mary Beth Allen — Chief Human Resources Officer, Emory Healthcare and plan fiduciary

## Questions

### Who runs investment decisions at the Emory Clinic Retirement Savings Plan?

Srinivas Pulavarti, Chief Investment Officer of Emory Investment Management, oversees asset allocation and manager selection for the plan.

### Does the plan participate in private-market or direct deals?

No. The plan offers only mutual funds, ETFs and guaranteed-interest contracts. No direct co-investments or private-equity commitments are disclosed.

### What is the relationship between the plan and Emory University?

Emory University is the plan sponsor. Emory Healthcare supplies the employee base and shares administrative infrastructure with the plan.

### Which service providers support the plan?

Fidelity and TIAA act as recordkeepers. Vanguard and Strategic Advisers provide investment options. CAPTRUST serves as consultant and KPMG as auditor.

### What liquidity terms apply to participant accounts?

Most core options permit daily liquidity. Certain guaranteed-interest and annuity funds carry specific withdrawal restrictions.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/the-emory-clinic-inc-retirement-savings-plan

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