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 ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $106K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $86K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Funds | Common Collective Trusts | — | — | $36.5M | 18.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Funds | Mutual Funds | — | — | $11.7M | 6.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Funds | Mutual Funds | — | — | $11.1M | 5.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Funds | Mutual Funds | — | — | $10.9M | 5.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Funds | Mutual Funds | — | — | $10.6M | 5.5% | |
| Vanguard Total Bond Market Index Fund: Inst'l * | Common Collective Trusts | — | — | $10.5M | 5.4% | |
| Shares Mutual Funds * Vanguard Target Retirement 2030 Fund Mutual Funds | Mutual Funds | — | — | $10.4M | 5.4% | |
| Inst'l Shares Mutual Funds * Vanguard Federal Money Market Fund Mutual Funds | Mutual Funds | — | — | $9.7M | 5.0% | |
| T. Rowe Price Blue Chip Growth Fund; I Class Mutual Funds | Other securities | — | — | $9.0M | 4.7% | |
| Vanguard Extended Market Index Fund: Inst'l * | Common Collective Trusts | — | — | $6.7M | 3.5% | |
| Shares Mutual Funds Dodge & Cox Stock Fund; Class X Mutual Funds | Mutual Funds | — | — | $6.5M | 3.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Funds | Mutual Funds | — | — | $6.4M | 3.3% | |
| American Funds EuroPacific Growth R6 Mutual Funds | Mutual Funds | — | — | $5.7M | 2.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Funds | Mutual Funds | — | — | $5.5M | 2.8% | |
| Vanguard Target Retirement Income Mutual Funds | Mutual Funds | — | — | $4.3M | 2.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Funds | Mutual Funds | — | — | $3.6M | 1.9% | |
| Allspring Special Mid Cap Value Fund; Class R6 Mutual Funds Fixed Interest Option Unallocated Insurance Contracts | Other securities | — | — | $3.1M | 1.6% | |
| Vanguard Brokerage Option Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $2.7M | 1.4% | |
| Notes receivable from participants to 9.5% | Bonds / Notes | — | — | $2.3M | 1.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Funds | Mutual Funds | — | — | $2.2M | 1.1% | |
| Pimco Total Return Instl Mutual Funds | Mutual Funds | — | — | $2.2M | 1.1% | |
| JPMorgan Small Cap Value Fund; Class R6 Mutual Funds | Other securities | — | — | $1.8M | 0.9% | |
| Cohen & Streets Institutional Realty Shares Mutual Funds | Other securities | — | — | $1.5M | 0.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Funds | Mutual Funds | — | — | $1.2M | 0.6% | |
| ClearBridge Smalll Cap Growth Fund; Class IS Mutual Funds | Other securities | — | — | $1.0M | 0.5% | |
| Vanguard Total International Bond Index Fund * | Common Collective Trusts | — | — | $965K | 0.5% | |
| Inst'l Shares Mutual Funds Invesco Oppenheimer Developing Markets Fund; | Mutual Funds | — | — | $957K | 0.5% | |
| Class R6 Mutual Funds * TIAA Traditional Annuity Guaranteed Fixed Annuity Contracts | Mutual Funds | — | — | $585K | 0.3% | |
| Vanguard International Value Fund Mutual Funds | Mutual Funds | — | — | $437K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Funds | Mutual Funds | — | — | $382K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
