Cox Enterprises, Inc. Pension Plan
Sponsored by Cox Enterprises, Inc. · EIN 581035149 · Plan #001
- Total assets
- $7.1B
- Net assets
- $7.1B
- Active participants
- 20,043
- 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 |
|---|---|---|
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Westly Capital Management, Llc CRD 161882 | fuzzy_auto · 94% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | fuzzy_auto · 96% | 2024 |
| Baillie Gifford Overseas Ltd CRD 110296 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Metlife Investment Management, Llc CRD 142463 | deterministic · 100% | 2024 |
| Sweetwater Investment Management Llc CRD 297613 | fuzzy_auto · 98% | 2024 |
| Bdt Capital Partners, Llc CRD 160914 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arrowstreet Capital, Limited Partne | Investment management fees (direct) | $4,596,184 |
| T. Rowe Price Associates, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,199,527 |
| Acadian Asset Management, Llc | Investment management, Direct payment from the plan | $1,960,493 |
| Prudential Trust Co. | Investment management, Direct payment from the plan | $1,825,940 |
| Nisa Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $1,271,264 |
| Wells Capital Management | Investment management, Direct payment from the plan | $1,072,899 |
| Allspring Global Investments Holdin | Investment management | $1,072,899 |
| Baillie Gifford Overseas Ltd | Investment management, Direct payment from the plan, Non-monetary compensation | $999,276 |
| Wellington Trust Company, Na | Investment management fees (direct), Investment management fees (indirect) | $744,634 |
| Dodge & Cox | Investment management | $725,831 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $706,000 |
| Jpmorgan Chase Bank, National Assoc | Trustee (discretionary), Investment advisory (plan), Investment management | $703,648 |
| Invesco Advisors, Inc | Investment management fees (direct) | $624,685 |
| Segall Bryant & Hamill | Investment management, Direct payment from the plan | $401,324 |
| Wellspring Capital Management Llc | Direct payment from the plan | $143,823 |
| Atlanta Capital Mgmt Llc | Investment management fees (direct) | $124,656 |
| Metlife Investment Management | Investment management, Direct payment from the plan | $123,374 |
| Bny Mellon | Recordkeeping, Custodial (other), Trustee (institutional) | $115,031 |
| Bay Hills Capital Management, Llc | Investment management fees (direct) | $75,000 |
| Bdt Capital Partners, Llc | Investment advisory (plan), Investment management fees (indirect) | $11,859 |
| Abel Nose Llc | Investment management | $5,248 |
| Sweetwater Investment Management Ll | Investment management | $0 |
| Citco (Canada) Inc. | Investment management | $0 |
| Trust Company Of The West | Accounting, Plan administrator, Investment management fees (direct) | $0 |