AMY Schoeny signed Vanderbilt University Medical Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vanderbilt University Medical Center's EIN is 35-2528741.
Download the official 2024 Form 5500 (PDF) for Vanderbilt University Medical Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vanderbilt University Medical Center's plan includes a 403(b) annuity, 403(b) custodial accounts.
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 | — | NONE | $1.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $1.2M | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Funds | Common Collective Trusts | — | — | $534.6M | 11.3% | |
| Fidelity Self-Directed Brokerage accounts | Self-Directed Brokerage | — | — | $490.9M | 10.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $357.4M | 7.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $356.6M | 7.6% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $329.2M | 7.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $316.0M | 6.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $294.1M | 6.2% | |
| Vanguard Dividend Growth Fund | Mutual Funds | — | — | $224.0M | 4.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $205.4M | 4.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $194.6M | 4.1% | |
| Total fixed annuity contracts | Other securities | — | — | $166.8M | 3.5% | |
| Vanguard Target Retirement INC | Mutual Funds | — | — | $141.4M | 3.0% | |
| Vanguard FTSE Social Index Fund Investor Shares | Common Collective Trusts | — | — | $122.1M | 2.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $110.7M | 2.3% | |
| Vanguard Small Cap Index I | Mutual Funds | — | — | $108.4M | 2.3% | |
| Vanguard Total International Stock | Mutual Funds | — | — | $106.4M | 2.3% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $93.5M | 2.0% | |
| Fixed annuity contracts *TIAA Traditional Non-Benefit-Responsive | Mutual Funds | — | — | $86.5M | 1.8% | |
| shares Boston Trust SMID Cap | Registered Investment Companies | — | — | $85.3M | 1.8% | |
| CREF Stock | Mutual Funds | — | — | $82.2M | 1.7% | |
| SEPARATE ACCOUNT A VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $70.4M | 1.5% | |
| Natixis Loomis Sayles Core Plus Bond Y | Other securities | — | — | $54.4M | 1.2% | |
| Vanguard Prime Money Market Fund | Mutual Funds | — | — | $48.9M | 1.0% | |
| Harding Loevner Harding Louver International Equity | Other securities | — | — | $42.6M | 0.9% | |
| Dodge & Cox Dodge & Cox Global Stock | Mutual Funds | — | — | $41.3M | 0.9% | |
| ^Principal Fixed Account | Other securities | — | — | $37.3M | 0.8% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $36.1M | 0.8% | |
| CREF Growth | Mutual Funds | — | — | $23.6M | 0.5% | |
| CREF Global Equities | Mutual Funds | — | — | $20.5M | 0.4% | |
| ^*VALIC Fixed Account Plus | Other securities | — | — | $18.4M | 0.4% | |
| ^*TIAA Traditional Benefit-Responsive | Mutual Funds | — | — | $15.4M | 0.3% | |
| CREF Equity Index | Common Collective Trusts | — | — | $15.0M | 0.3% | |
| Notes receivable from Interest rates ranging from 4.25% to 9.50%, with various | Bonds / Notes | — | — | $9.8M | 0.2% | |
| CREF Social Choice | Mutual Funds | — | — | $8.5M | 0.2% | |
| ^*VALIC Short Term Fixed Account | Other securities | — | — | $8.0M | 0.2% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $7.9M | 0.2% | |
| CREF Core Bond | Mutual Funds | — | — | $7.8M | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6.9M | 0.1% | |
| VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $6.4M | 0.1% | |
| VALIC Vanguard Windsor II Fund | Mutual Funds | — | — | $6.0M | 0.1% | |
| VALIC Science & Technology Fund | Other securities | — | — | $4.2M | <0.1% | |
| VALIC Growth Fund | Other securities | — | — | $3.8M | <0.1% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $3.7M | <0.1% | |
| VALIC Mid Cap Strategic Growth | Other securities | — | — | $3.6M | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $3.0M | <0.1% | |
| VALIC Moderate Growth Lifestyle | Other securities | — | — | $2.6M | <0.1% | |
| VALIC Mid Cap Value Fund | Other securities | — | — | $2.6M | <0.1% | |
| VALIC Systematic Value | Other securities | — | — | $2.5M | <0.1% | |
| VALIC Small Cap Index Fund | Common Collective Trusts | — | — | $2.3M | <0.1% | |
| VALIC Aggressive Growth Lifestyle | Other securities | — | — | $2.3M | <0.1% |
