UW Plans Retain Fidelity Contrafund Exposure | University Of Wi Hospitals & Clinics Authority | FIDELITY CONTRAFUND a (CIT)

UW Plans Retain Fidelity Contrafund Exposure

The University of Wisconsin Medical Foundation holds approximately $228 million in the Fidelity Contrafund A collective investment trust across its retirement plans. Despite personnel changes at Fidelity, RVK advises maintaining current allocations to this strategy.

Document date · February 6, 2025

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Scope & details

The full contract record, as filed.

Contract amount

$227,562,777 (combined DC plans exposure as of 12/31/2024)

Contract type

FINANCIAL_SERVICES

Renewal

Ongoing active equity option in the DC plans; no explicit term or renewal specified.

Document type

Minutes

Source document

university-of-wi-hospitals-clinics-authority-retirement-plan-minutes_d63.pdf

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UWMF Retirement Plan Committee Meeting Agenda Packet May 7 2026

ONGOING

University Of Wi Hospitals & Clinics Authority, WisconsinMay 3, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by University Of Wi Hospitals & Clinics Authority?

Fidelity Contrafund a (cit) was awarded this financial services contract by University Of Wi Hospitals & Clinics Authority, as recorded on February 6, 2025. The contract value is $227,562,777 (combined DC plans exposure as of 12/31/2024).

How much is the Fidelity Contrafund a (cit) contract with University Of Wi Hospitals & Clinics Authority worth?

The Fidelity Contrafund a (cit) contract with University Of Wi Hospitals & Clinics Authority is valued at $227,562,777 (combined DC plans exposure as of 12/31/2024), covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in university-of-wi-hospitals-clinics-authority-retirement-plan-minutes_d63.pdf (Minutes), dated February 6, 2025 from University Of Wi Hospitals & Clinics Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fidelity Contrafund a (cit) hold?

Fidelity Contrafund a (cit) may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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