Tracey T. Schiro signed Ochsner Clinic Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ochsner Clinic Foundation's EIN is 72-0502505.
Download the official 2024 Form 5500 (PDF) for Ochsner Clinic Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ochsner Clinic Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1.5M | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $1.5M | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $328.2M | 12.2% | |
| VFTC TARGET RET 2050 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $229.0M | 8.5% | |
| VFTC TARGET RET 2045 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $223.5M | 8.3% | |
| VFTC TARGET RET 2040 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $196.3M | 7.3% | |
| VFTC TARGET RET 2035 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $171.8M | 6.4% | |
| VFTC TARGET RET 2030 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $158.8M | 5.9% | |
| VFTC TARGET RET 2055 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $137.8M | 5.1% | |
| T. Rowe Price Blue Chip Growth Fund; I Class Mutual Fund | Other securities | — | — | $129.6M | 4.8% | |
| Vanguard Institutional Total International Stock Market Index Trust Common/Collective Trust | Common Collective Trusts | — | — | $120.3M | 4.5% | |
| VFTC INSTL TOT INTRNL STK MKT IDXTR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $120.3M | 4.5% | |
| VFTC TARGET RET 2025 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $116.3M | 4.3% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $113.2M | 4.2% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $93.9M | 3.5% | |
| Vanguard Institutional Extended Market Index Trust Common/Collective Trust | Common Collective Trusts | — | — | $80.7M | 3.0% | |
| VFTC INSTNLL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $80.7M | 3.0% | |
| Dodge & Cox Stock Fund; Class X Mutual Fund | Mutual Funds | — | — | $62.8M | 2.3% | |
| VFTC TARGET RET 2020 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $59.9M | 2.2% | |
| VFTC TARGET RET 2060 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $56.1M | 2.1% | |
| Vanguard Brokerage Option Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $54.8M | 2.0% | |
| VFTC TARGET RET INCOME TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $47.3M | 1.8% | |
| PIMCO Total Return Fund; Institutional Class Mutual Fund | Mutual Funds | — | — | $45.6M | 1.7% | |
| American Funds EuroPacific Growth Fund; Class R-6 Mutual Fund | Mutual Funds | — | — | $44.1M | 1.6% | |
| ALLSPRING SPL MID CAP VALUE CIT; E1 SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $39.0M | 1.5% | |
| Notes Receivable 10.25% | Bonds / Notes | — | — | $27.2M | 1.0% | |
| JPMorgan Small Cap Value Fund; Class R6 Mutual Fund | Other securities | — | — | $19.4M | 0.7% | |
| VFTC TARGET RET 2065 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $15.2M | 0.6% | |
| Vanguard International Value Fund Mutual Fund | Mutual Funds | — | — | $12.9M | 0.5% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT; C LEGG MASON · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $10.0M | 0.4% | |
| COHEN & STEERS U.S. RTY FUND; CL FA SEI TRUST COMPANY · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $8.8M | 0.3% | |
| Vanguard Total International Bond Index fund Inst'l Shares Mutual Fund | Common Collective Trusts | — | — | $7.4M | 0.3% | |
| Invesco Oppenheimer Developing Markets Fund; Class R6 Mutual Fund | Mutual Funds | — | — | $6.7M | 0.2% | |
| VFTC TARGET RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.4M | <0.1% | |
| Fixed Interest Option Fixed Interest Option | Other securities | — | — | $1.7M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
