Mayo Pension Plan
Sponsored by Mayo Clinic · EIN 416011702 · Plan #001
- Total assets
- $11.8B
- Net assets
- $11.7B
- Active participants
- 74,151
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sit Investment Associates, Inc CRD 105725 | fuzzy_auto · 96% | 2024 |
| Silchester International Investors Llp CRD 110987 | fuzzy_auto · 99% | 2024 |
| Marathon Asset Management Limited CRD 132391 | fuzzy_auto · 98% | 2024 |
| Cape Ann Asset Management Limited CRD 284056 | deterministic · 100% | 2024 |
| Harris Associates Lp CRD 106960 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Nalanda Capital Pte Ltd. CRD 163183 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sit Investment Assoc. | Investment management, Investment management fees (direct) | $5,105,484 |
| The Northern Trust Company | Custodial (securities), Trustee (institutional), Direct payment from the plan | $2,922,481 |
| Walter Scott | Investment management, Investment management fees (direct) | $2,423,161 |
| Silchester International Investor | Investment management, Investment management fees (direct) | $2,192,654 |
| Morant Wright | Investment management, Investment management fees (direct) | $1,583,021 |
| Marathon London | Investment management, Investment management fees (direct) | $986,445 |
| Cape Ann Asset Management | Investment management, Investment management fees (direct) | $849,089 |
| Harris Associates Lp | Investment management, Investment management fees (direct) | $715,641 |
| Lazard Asset Management | Investment management, Investment management fees (direct) | $669,731 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $598,685 |
| Tcw | Investment management, Investment management fees (direct) | $553,067 |
| T.Rowe Price Associates, Inc. | Investment management, Investment management fees (direct) | $341,247 |
| Ernst & Young Us Llp | Accounting, Direct payment from the plan | $272,660 |
| Nalanda Capital | Investment management, Investment management fees (direct) | $216,491 |
| Mayo Clinic | Plan administrator, Direct payment from the plan | $109,492 |
| Cantillon | Investment management, Investment management fees (direct) | $100,000 |