Xpo Pension Plan
Sponsored by Xpo Cnw, Inc. · EIN 941444798 · Plan #005 · Portland, OR
- Total assets
- $1.5B
- Net assets
- $1.4B
- Active participants
- 3,810
- 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 |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Capital International, Inc. CRD 110682 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | $1,581,442 | |
| Pacific Investment Management Co | Investment management | $1,326,853 |
| Western Asset Management Company | Investment management | $682,081 |
| Mercer | Actuarial, Consulting (general) | $570,546 |
| Arrowstreet Capital Lp | Investment management | $499,035 |
| Dodge & Cox | Investment management | $400,857 |
| Northern Trust Company | Trustee (institutional) | $397,058 |
| Capital International Inc | Investment management | $360,962 |
| Lazard Asset Management Llc | Investment management | $135,418 |
| Seyfarth Shaw Llp | $19,759 | |
| State Street Research & Mgt Co | Investment management | $7,950 |