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Valley Health System Master Trust
Valley Health System Master Trust is a private sector pension fund based in Winchester, US. It manages approximately $257 million in assets, primarily focused...
Valley Health System Master Trust
Valley Health System Master Trust is a private sector pension fund based in Winchester, US. It manages approximately $257 million in assets, primarily focused on North America.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Winchester
Corporate office
Winchester, VA, United States
Sector focus
Frequently asked questions
How is the Valley Health System Master Trust funded?
Contributions come from Valley Health, a not-for-profit health system. Valley Health's annual pension contributions are determined by actuarial valuations and are recorded in the system's consolidated financial statements. The plan has been open to Valley Health employees over many decades, with benefit accruals and contribution requirements calibrated to maintain funded-ratio targets.
Does the trust invest in alternative assets like private equity?
Yes. Valley Health System's investment policy allows allocations to private equity, real estate, and diversified hedge fund strategies. According to the system's 2023 financial disclosures, alternative investments represented a growing percentage of plan assets as the committee pursued higher expected returns to address the plan's unfunded status.
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