Kelly Pool signed Tenet Healthcare Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tenet Healthcare Corporation's EIN is 95-2557091.
Download the official 2024 Form 5500 (PDF) for Tenet Healthcare Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tenet Healthcare Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2.9M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.8M | — |
| MORGAN STANLEY | 20-8764829 |
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.
| — |
| INVESTMENT ADVISOR |
| $212K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL F GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | $9.3M | $2.6B | 29.6% | |
| FID GR CO POOL CL O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | $22.3M | $1.6B | 18.2% | |
| Spartan Developed International Index Pool, Class E; 4,136,239 shares | Other securities | — | $4.1M | $614.1M | 7.1% | |
| SP DEV INTL IDX CL F GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 006 | Common Collective Trust | — | — | $614.1M | 7.1% | |
| Spartan Extended Market Index Pool, Class E; 2,523,255 shares | Other securities | — | $2.5M | $431.2M | 5.0% | |
| SP EXT MKT IDX CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $431.2M | 5.0% | |
| RT GQG EM EQ CIT C RELIANCE TRUST COMPANY · EIN 82-6258259 / PN 012 | Common Collective Trust | — | $32.7M | $302.0M | 3.5% | |
| Fidelity U.S. Bond Index Fund; 26,826,207 shares | Common Collective Trusts | — | $26.8M | $274.2M | 3.2% | |
| Allspring Funds Mgmt Allspring Special Mid Cap Value Inst; 10,366,580 shares | Other securities | — | $10.4M | $172.4M | 2.0% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $172.4M | 2.0% | |
| T. ROWE PRICE INTL SMALL-CAP EQ T ROWE PRICE TRUST COMPANY · EIN 36-7612285 / PN 001 | Common Collective Trust | — | $7.0M | $155.0M | 1.8% | |
| Columbia Threadneedle Trust Dividend Income Fund MS; 9,735,475 shares | Other securities | — | $9.7M | $139.6M | 1.6% | |
| COL DIV INC INST MS AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $139.6M | 1.6% | |
| SCHRODER INTL ALPHA SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | $7.3M | $129.3M | 1.5% | |
| American Century Small Cap Value Fund, Class R6; 12,119,275 shares | Other securities | — | $12.1M | $128.0M | 1.5% | |
| dates from January 2025 to September 2048 | Other securities | — | — | $121.2M | 1.4% | |
| C&S US REALTY C SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | $5.6M | $120.6M | 1.4% | |
| Fidelity FIAM Int. Infl. PR Bond Index CP, Class D; 711,760 shares | Mutual Funds | — | $712K | $106.2M | 1.2% | |
| FIAM ITM INF-PR BD D FIAM TRUST COMPANY · EIN 20-4659714 / PN 104 | Common Collective Trust | — | — | $106.2M | 1.2% | |
| Fidelity BrokerageLink - Mutual Funds | Mutual Funds | — | — | $98.9M | 1.1% | |
| BrokerageLink - Common Stock | Common Stocks | — | — | $97.8M | 1.1% | |
| Fidelity Worldwide Fund; 2,753,931 shares | Mutual Funds | — | $2.8M | $95.8M | 1.1% | |
| Fidelity Long-Term Treasury Bond Index Fund; 9,791,253 shares | U.S. Treasuries | — | $9.8M | $89.8M | 1.0% | |
| Prudential Pru Core Conserv Int BD FD | Other securities | — | — | $83.3M | 1.0% | |
| BlackRock Strategic Global Bond Fund, Inc., Inst. Shares; 15,630,568 shares | Common Stocks | — | $15.6M | $81.1M | 0.9% | |
| T ROWE PRICE INTL BD TR T ROWE PRICE TRUST COMPANY · EIN 30-6304154 / PN 001 | Common Collective Trust | — | $6.0M | $78.1M | 0.9% | |
| PGIM High Yield Fund, Class R6; 15,848,570 shares | Other securities | — | $15.8M | $75.6M | 0.9% | |
| Western Asset Total Return Unconstrained Fund; 8,240,123 shares | Other securities | — | $8.2M | $73.5M | 0.8% | |
| New York Life NYL GA-29030 | Other securities | — | — | $52.8M | 0.6% | |
| United States Treasury 4.375%; 12/31/2029; CUSIP: 91282CMD0 | U.S. Treasuries | — | — | $42.5M | 0.5% | |
| BrokerageLink - Interest-bearing cash | Cash / Money Market | — | — | $38.9M | 0.4% | |
| MFB Coltv Daily 1-5 Yr Cr Bd; 2.385%; CUSIP: 786993972 | Common Collective Trusts | — | — | $31.4M | 0.4% | |
| NT Col 1-10 Yr Int Bd Idx Fd; 2.489%; CUSIP: 66586U726 | Common Collective Trusts | — | — | $24.2M | 0.3% | |
| United States Treasury 4.250%; 12/31/2026; CUSIP: 91282CME8 | U.S. Treasuries | — | — | $24.0M | 0.3% | |
| NT Collective Short Term; 0.869%; CUSIP: 66586W326 | Common Collective Trusts | — | — | $21.2M | 0.2% | |
| United States Treasury 4.250%; 11/15/2034; CUSIP: 91282CLW9 | U.S. Treasuries | — | — | $19.8M | 0.2% | |
| Intermediate Term Credit Bond Index Fund | U.S. Treasuries | — | — | $19.1M | 0.2% | |
| MFB NT Coltv MB Sec Idx Fd; 1.880%; CUSIP: 004992AA1 | Common Collective Trusts | — | — | $18.2M | 0.2% | |
| Fidelity Short-Term Investment Fund | Mutual Funds | — | — | $18.2M | 0.2% | |
| Mortgage-Backed Securities Index Fund | Common Collective Trusts | — | — | $16.1M | 0.2% | |
| MFB Coltv MB Sec Idx Fd-Non; 1.880%; CUSIP: 004992AA1 | Common Collective Trusts | — | — | $15.8M | 0.2% | |
| United States Treasury 4.500%; 11/15/2054; CUSIP: 912810UE6 | U.S. Treasuries | — | — | $14.9M | 0.2% | |
| 1-3 Year Government Bond Index Fund | U.S. Treasuries | — | — | $14.7M | 0.2% | |
| MFB NT Coltv Asset-Backed; 0.597%; CUSIP: 003999AF6 | Common Collective Trusts | — | — | $14.6M | 0.2% | |
| Asset-Backed Securities Index Fund | Common Collective Trusts | — | — | $12.9M | 0.1% | |
| MFB NT Coltv Asset-Backed; 0.597%; CUSIP: 003999AF6 | Common Collective Trusts | — | — | $12.7M | 0.1% | |
| Mortgage-Backed Securities Index Fund | Common Collective Trusts | — | — | $12.5M | 0.1% | |
| United States Treasury 4.625%; 11/15/2044; CUSIP: 912810UF3 | U.S. Treasuries | — | — | $12.0M | 0.1% | |
| NT Coltv Short Term; 0.869%; CUSIP: 66586W326 | Common Collective Trusts | — | — | $11.9M | 0.1% | |
| 1-3 Year Credit Bond Index Fund | U.S. Treasuries | — | — | $11.7M | 0.1% |
