William Brown signed MAYO Clinic's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MAYO Clinic's EIN is 41-6011702.
Download the official 2024 Form 5500 (PDF) for MAYO Clinic from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MAYO Clinic's plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | NONE | $10.0M | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | NONE | $7K | — |
| FIDELITY INV INS OP COM, INC | 04-2647786 | — | NONE | -$2.0M | — |
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 Inst Index Plus | Mutual Funds | — | — | $2.2B | 16.9% | |
| TIAA Traditional FA* | Mutual Funds | — | — | $1.6B | 12.4% | |
| Vanguard Inst Tot Stk Mk | Mutual Funds | — | — | $1.3B | 10.3% | |
| Fidelity Intl Index Ipr* | Mutual Funds | — | — | $1.3B | 9.8% | |
| Fidelity Ext Mkt Idx Ipr* | Common Collective Trusts | — | — | $675.7M | 5.3% | |
| Fidelity LT TR Bond IDX* | Common Collective Trusts | — | — | $599.6M | 4.7% | |
| Fidelity Em Mkts Idx Ipr* | Common Collective Trusts | — | — | $458.6M | 3.6% | |
| Fidelity Contrafund K* | Mutual Funds | — | — | $452.8M | 3.5% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $412.5M | 3.2% | |
| Vanguard Primecap Adm | Mutual Funds | — | — | $371.2M | 2.9% | |
| Fidelity US Bond Idx Ipr* | Common Collective Trusts | — | — | $277.1M | 2.2% | |
| Fidelity Freedom Idx 2040 Ipr* | Common Collective Trusts | — | — | $231.7M | 1.8% | |
| Fidelity Freedom Idx 2030 Ipr* | Common Collective Trusts | — | — | $221.0M | 1.7% | |
| Hartford Life Insurance Company Fixed Account* | Common Stocks | — | — | $197.7M | 1.5% | |
| Fidelity MMKT Govt Port Inst* | Mutual Funds | — | — | $152.2M | 1.2% | |
| TRP New Horizons | Other securities | — | — | $152.1M | 1.2% | |
| Vanguard Wellesley Adm | Mutual Funds | — | — | $145.2M | 1.1% | |
| Fidelity Freedom Idx 2050 Ipr* | Common Collective Trusts | — | — | $114.7M | 0.9% | |
| Fidelity Low Priced Stk K* | Mutual Funds | — | — | $109.6M | 0.9% | |
| Brokeragelink External Fund | Other securities | — | — | $99.3M | 0.8% | |
| Brokeragelink Fidelity Fund* | Mutual Funds | — | — | $86.4M | 0.7% | |
| AF New Perspect R6 | Other securities | — | — | $85.4M | 0.7% | |
| Fidelity Freedom Idx 2020 Ipr* | Common Collective Trusts | — | — | $83.5M | 0.7% | |
| Dodge & Cox Income | Mutual Funds | — | — | $81.4M | 0.6% | |
| AF Cap World G&I R6 | Other securities | — | — | $77.4M | 0.6% | |
| Lincoln Fixed Account* | Other securities | — | — | $76.1M | 0.6% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $74.9M | 0.6% | |
| AF Growth of Amer R6 | Other securities | — | — | $62.7M | 0.5% | |
| AF Europacific Gth R6 | Other securities | — | — | $60.2M | 0.5% | |
| Fidelity Mid Cap Stock K* | Mutual Funds | — | — | $58.8M | 0.5% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $57.5M | 0.4% | |
| AF Wash Mutual R6 | Other securities | — | — | $53.4M | 0.4% | |
| Oakmark Select Inv | Other securities | — | — | $50.6M | 0.4% | |
| NB Genesis – Inst Cl | Other securities | — | — | $49.6M | 0.4% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $49.4M | 0.4% | |
| Dodge & Cox Intl Stk | Mutual Funds | — | — | $48.3M | 0.4% | |
| Vanguard Healthcare Adm | Mutual Funds | — | — | $46.9M | 0.4% | |
| Fidelity Dividend Growth K* | Mutual Funds | — | — | $46.3M | 0.4% | |
| TRP Intl Discovery | Other securities | — | — | $45.7M | 0.4% | |
| Oakmark Eq & Inc Inv | Common Stocks | — | — | $42.1M | 0.3% | |
| Fidelity Capital & Income* | Mutual Funds | — | — | $40.8M | 0.3% | |
| Metwest Tot Rtn Bd P | Other securities | — | — | $40.4M | 0.3% | |
| Baron Growth Inst | Other securities | — | — | $36.9M | 0.3% | |
| Fidelity Freedom Idx 2060 Ipr* | Common Collective Trusts | — | — | $33.6M | 0.3% | |
| Oakmark Intl Inst | Other securities | — | — | $33.3M | 0.3% | |
| Royce Small Cap Inst | Other securities | — | — | $31.4M | 0.2% | |
| Vanguard REIT Idx Sig | Common Collective Trusts | — | — | $28.5M | 0.2% | |
| Dodge & Cox Balanced | Mutual Funds | — | — | $28.4M | 0.2% | |
| Brokeragelink Cash | Cash / Money Market | — | — | $22.8M | 0.2% | |
| Vanguard Infl Prot Inst | Mutual Funds | — | — | $20.7M | 0.2% |
