John Cardoso signed MSD Partners, L.P.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MSD Partners, L.P.'s EIN is 27-1522220.
Download the official 2022 Form 5500 (PDF) for MSD Partners, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)MSD Partners, L.P.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.5M | 14.2% | |
| Fidelity Contrafund - Class K | Mutual Funds | — | — | $4.1M | 7.8% | |
| Ariel Fund Institutional Class | Other securities | — | — | $2.9M | 5.5% | |
| Fidelity Freedom 2040 Fund - Class K | Mutual Funds | — | — | $2.6M | 5.0% | |
| Fidelity Freedom 2050 Fund - Class K | Mutual Funds | — | — | $2.4M | 4.5% | |
| Fidelity Freedom 2055 Fund - Class K | Mutual Funds | — | — | $1.9M | 3.7% | |
| Fidelity Mid-Cap Stock Fund - Class K | Mutual Funds | — | — | $1.8M | 3.5% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $1.5M | 2.9% | |
| Vanguard Prime Money Market Fund Investors Shares | Mutual Funds | — | — | $1.5M | 2.9% | |
| Fidelity Select Health Care Portfolio | Mutual Funds | — | — | $1.5M | 2.8% | |
| Fidelity Freedom 2045 Fund - Class K | Mutual Funds | — | — | $1.4M | 2.6% | |
| Columbia Global Technology Growth Fund Institutional 2 Cl. | Other securities | — | — | $1.4M | 2.6% | |
| Fidelity Balanced Fund - Class K | Mutual Funds | — | — | $1.1M | 2.1% | |
| Fidelity Freedom 2035 Fund - Class K | Mutual Funds | — | — | $1.1M | 2.0% | |
| Fidelity Diversified International Fund - Class K | Mutual Funds | — | — | $988K | 1.9% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $900K | 1.7% | |
| AMG Yacktman Fund Class I | Other securities | — | — | $828K | 1.6% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $772K | 1.5% | |
| Fidelity Freedom Income Fund - Class K | Mutual Funds | — | — | $771K | 1.5% | |
| DoubleLine Total Return Bond Fund Class I | Other securities | — | — | $656K | 1.2% | |
| Fidelity Floating Rate High Income Fund | Mutual Funds | — | — | $638K | 1.2% | |
| Fidelity Freedom 2060 Fund - Class K | Mutual Funds | — | — | $536K | 1.0% | |
| Oakmark Fund Investor Class | Other securities | — | — | $515K | 1.0% | |
| Fidelity Freedom 2030 Fund - Class K | Mutual Funds | — | — | $481K | 0.9% | |
| T. Rowe T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $473K | 0.9% | |
| PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $468K | 0.9% | |
| Tweedy, Browne Tweedy, Browne International Value Fund 294 AMG Managers Loomis Sayles Bond Fund Class I | Other securities | — | — | $458K | 0.9% | |
| Vanguard Information Technology Index Fund Admiral Sh. | Common Collective Trusts | — | — | $455K | 0.9% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $403K | 0.8% | |
| Fuller & Thaler Fuller & Thaler Behavioral Sm.-Cap Equity Fund Investor Sh. | Other securities | — | — | $384K | 0.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $384K | 0.7% | |
| Fidelity Blue Chip Growth Fund - Class K | Mutual Funds | — | — | $370K | 0.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $350K | 0.7% | |
| Fidelity International Discovery Fund - Class K | Mutual Funds | — | — | $339K | 0.6% | |
| JPMorgan Equity Income R5 | Other securities | — | — | $329K | 0.6% | |
| Vanguard Short-Term Treasury Index Fund Admiral Shares | Common Collective Trusts | — | — | $288K | 0.5% | |
| Vanguard Financials Index Fund Admiral Shares | Common Collective Trusts | — | — | $248K | 0.5% | |
| Oakmark Global Select Fund Investor Class 588 Invesco EQV Europoean Equity Fund Class Y | Mutual Funds | — | — | $240K | 0.5% | |
| Vanguard Total World Stock Index Fund Admiral Shares | Mutual Funds | — | — | $237K | 0.4% | |
| Vanguard Global Capital Cycles Fund Investor Sh. | Mutual Funds | — | — | $226K | 0.4% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $209K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $207K | 0.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $190K | 0.4% | |
| Vanguard Shrt-Term Infl-Prot Securities Idx Fund Admiral Sh. | Common Collective Trusts | — | — | $181K | 0.3% | |
| Fidelity Freedom 2020 Fund - Class K | Mutual Funds | — | — | $169K | 0.3% | |
| Participant loans due in varying amounts, with various maturities (November 2027) and interest rates ranging from * Participant loans 3.25% to 7% -0- | Bonds / Notes | — | — | $150K | 0.3% | |
| AMG TimesSquare Mid Cap Growth Fund Class N | Other securities | — | — | $141K | 0.3% | |
| Loomis Sayles Loomis Sayles Global Allocation Fund Class A | Other securities | — | — | $138K | 0.3% | |
| Fidelity Select Energy Portfolio | Mutual Funds | — | — | $129K | 0.2% | |
| Vanguard Materials Index Fund Admiral Shares | Common Collective Trusts | — | — | $127K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
