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Original filing (PDF)20251013125336NAL0001998560001
ST. JUDE CHILDREN'S RESEARCH HOSPITAL
Form 5500
FILING_RECEIVED
ST. JUDE CHILDREN'S RESEARCH HOSPITAL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,015
Accounts w/ balance
10,957
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. JUDE CHILDREN'S RESEARCH HOSPITAL.
Plan sponsor
Name
ST. JUDE CHILDREN'S RESEARCH HOSPITAL
EIN
62-0646012
Address
262 DANNY THOMAS PLACE · MEMPHIS, TN · 38105
Phone
(901) 595-2339
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $476K | — |
Investments
37 direct securities · 1 pooled fund· $1.3B(100% of reported assets)
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.
Uncategorized
$1.3B
37 holdings
Pooled Separate Account
$9.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional (VINIX) | — | — | — | $115.9M | 8.9% | |
| American Funds New Perspective Fund Class R6 (RNPGX) | — | — | — | $110.4M | 8.4% | |
| Vanguard Target Retirement 2045 (VTIVX) | — | — | — | $82.7M | 6.3% | |
| Vanguard Target Retirement 2040 (VFORX) | — | — | — | $77.7M | 5.9% | |
| TIAA-Traditional Annuity Funds | — | — | — | $75.4M | 5.8% | |
| CREF Stock Account R2 (QCSTPX) | — | — | — | $73.0M | 5.6% | |
| Vanguard Target Retirement 2050 (VFIFX) | — | — | — | $69.0M | 5.3% | |
| TIAA-Stable Value Fund | — | — | — | $61.7M | 4.7% | |
| John Hancock Funds Disciplined Value Fund Class R6 (JDVWX) | — | — | — | $53.5M | 4.1% | |
| Vanguard Target Retirement 2035 (VTTHX) | — | — | — | $52.9M | 4.0% | |
| Vanguard Target Retirement 2030 (VTHRX) | — | — | — | $48.8M | 3.7% | |
| Vanguard Target Retirement 2055 (VFFVX) | — | — | — | $41.7M | 3.2% | |
| Vanguard Target Retirement 2025 (VTTVX) | — | — | — | $38.5M | 2.9% | |
| MFS Institutional International Equity (MIEIX) | — | — | — | $36.4M | 2.8% | |
| Vanguard Extended Market Index Fund Institutional (VIEIX) | — | — | — | $34.2M | 2.6% | |
| NYLI Winslow Large Cap Growth Fund (MLRSX) | — | — | — | $34.0M | 2.6% | |
| Vanguard Total Bond Market Index Fund Admiral (VBTLX) | — | — | — | $33.2M | 2.5% | |
| Vanguard Total International Stock Index Fund Inst (VTSNX) | — | — | — | $27.2M | 2.1% | |
| CREF Global Equities Account R2 (QCGLPX) | — | — | — | $24.6M | 1.9% | |
| DFA U.S. Small Cap Portfolio Institutional (DFSTX) | — | — | — | $23.0M | 1.8% | |
| Vanguard Federal Money Market Fund (VMFXX) | — | — | — | $22.4M | 1.7% | |
| CREF Equity Index Account R2 (QCEQPX) | — | — | — | $21.6M | 1.7% | |
| PGIM Total Return Bond R6 (PTRQX) | — | — | — | $18.3M | 1.4% | |
| CREF Growth Account R2 (QCGRPX) | — | — | — | $17.3M | 1.3% | |
| Vanguard Target Retirement 2060 (VTTSX) | — | — | — | $17.0M | 1.3% | |
| Vanguard Inflation-Protected Securities Fund Institutional (VIPIX) | — | — | — | $13.6M | 1.0% | |
| Vanguard Target Retirement 2020 (VTWNX) | — | — | — | $13.4M | 1.0% | |
| CREF Money Market Account R2 (QCMMPX) | — | — | — | $11.3M | 0.9% | |
| CREF Social Choice Account R2 (QCSCPX) | — | — | — | $10.3M | 0.8% | |
| Vanguard Short-Term Bond Index Fund Institutional (VBITX) | — | — | — | $9.8M | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $9.6M | 0.7% | |
| Vanguard Target Retirement Income (VTINX) | — | — | — | $9.3M | 0.7% | |
| CREF Inflation-Linked Bond Account R2 (QCILPX) | — | — | — | $5.2M | 0.4% | |
| Participant loans | — | — | — | $4.0M | 0.3% | |
| Vanguard Target Retirement 2065 (VLXVX) | — | — | — | $3.5M | 0.3% | |
| CREF Core Bond R2 (QCBMPX) | — | — | — | $1.6M | 0.1% | |
| Vanguard Target Retirement 2070 (VSVNX) | — | — | — | $532K | <0.1% | |
| TIAA-Plan Loan Default Fund | — | — | — | $240K | <0.1% |