Ochsner Clinic Foundation Retirement Plan
Corporate pension, based in NEW Orleans, Louisiana, reporting $444M in assets, for 4,508 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Cambridge Associates, LLC no longer appears on Ochsner Clinic Foundation Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Arrowstreet International Equity1 commitment
- Emerging Markets Global Fund1 commitment
- Green Court Greater China Long Only1 commitment
- Arrow Street Capital1 commitment
- City of London Invst Mgmt Co Ltd1 commitment
- Green Court Capital Management Limited1 commitment
Relationship network
23 connected entities3 observed commitments1 repeat counterpartycommitments 2022
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- U.S. Government securities 40.8%
- Other investments 16.2%
- Partnership/joint venture interests 25.8%
- Registered investment companies 16.7%
Consultants and advisers
- Captrust Investment adviser (plan)through Dec 31, 2024 Form 5500
- Cambridge Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Hancock Whitney Bank CustodianTrusteethrough Dec 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Arrow Street Capital1 row, latest Dec 31, 2022
- City of London Invst Mgmt Co Ltd1 row, latest Dec 31, 2022
- Green Court Capital Management Limited1 row, latest Dec 31, 2022
- Green Court Capital Management Limitedplan years
- City of London Invst Mgmt Co Ltdplan years
- J O Hambro Capital Management Ltdplan years 2022
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Consultant changedinferenceCambridge Associates, LLC no longer appears on Ochsner Clinic Foundation Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Cambridge Associatesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCaptrust appears on Ochsner Clinic Foundation Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Captrustaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJ O Hambro Capital Management Ltd no longer appears on Ochsner Clinic Foundation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with J O Hambro Capital Management Ltdaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBlue Delta Capital Fund III no longer appears on Ochsner Clinic Foundation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blue Delta Capital Fund IIIaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceArrowstreet Capital, LP no longer appears on Ochsner Clinic Foundation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Arrowstreet Capital, LPaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $23.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Emerging Markets Global Fundcollective trust | City of London Invst Mgmt Co Ltd | Public equity | $10.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Green Court Greater China Long Only103 12 ie | Green Court Capital Management Limited | Pooled vehicles | $10.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,508 | $444M | $483M | 95.0% | $444M | $115M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,588 | $431M | $491M | 95.2% | $447M | $211M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,678 | $523M | $487M | 97.0% | $432M | $211M | Not disclosed | Not disclosed |
- Captrust codes 27 50 $894,417 PY2024
- Buck Global, LLC codes 11 17 50 $295,963 PY2024
- Hancock Whitney Bank codes 19 25 50 63 $116,842 PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ochsner Clinic Foundation Retirement Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2023-12-31source on record
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
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