# Valley Health System Master Trust

Valley Health System Master Trust is a Pension Fund based in Winchester, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Winchester, United States
- **Region:** North America
- **Address:** Winchester, VA, United States
- **Assets under management:** Undisclosed
- **Website:** https://www.valleyhealthlink.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Healthcare Services

## 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.

## Related profiles

- [Valley Forge Investment Consultants](https://altss.com/profile/valley-forge-investment-consultants)
- [Valley National Advisers](https://altss.com/profile/valley-national-advisers)

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

Canonical page: https://altss.com/profile/valley-health-system-master-trust

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