Nextera Energy, Inc. Employee Pension Plan
Sponsored by Nextera Energy, Inc. · EIN 592449419 · Plan #001
- Total assets
- $5.3B
- Net assets
- $5.1B
- Active participants
- 15,485
- 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 |
|---|---|---|
| Cohesive Capital Management, L.P. CRD 160274 | fuzzy_auto · 94% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Eagle Point Credit Management Llc CRD 166370 | deterministic · 100% | 2024 |
| Universe, Inc. CRD 130730 | fuzzy_auto · 95% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Iii Capital Management CRD 113539 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Artisan Partners Uk Llp CRD 152711 | fuzzy_auto · 94% | 2024 |
| Comet Capital Investments, L.P. CRD 307547 | fuzzy_auto · 94% | 2024 |
| Palisade Capital Management, Lp CRD 104581 | deterministic · 100% | 2024 |
| Pathlight Capital Lp CRD 291106 | fuzzy_auto · 93% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Advent Capital Management, Llc CRD 113013 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Comvest Credit Partners V Lp | Investment management, Investment management fees (direct) | $5,080,944 |
| Iii Capital Management | Investment management, Investment management fees (direct) | $3,238,219 |
| Fidelity Institutional Operations | Contract administrator, Recordkeeping, Participant communication | $2,027,372 |
| T. Rowe Price Associates | Investment management, Investment management fees (direct) | $1,853,425 |
| Carlyle Us Equity Opp Fd Ii Lp | Investment management, Investment management fees (direct) | $1,779,695 |
| Artisan Partners | Investment management, Investment management fees (direct) | $1,768,224 |
| New Mountain Partners V Lp | Investment management, Investment management fees (direct) | $1,753,271 |
| Comvest Capital Iv Lp | Investment management, Investment management fees (direct) | $1,736,370 |
| Palisade Capital Management | Investment management, Investment management fees (direct) | $1,602,298 |
| Jp Morgan Asset Management | Investment management, Investment management fees (direct) | $1,488,839 |
| Stg Vii A, Lp | Investment management, Investment management fees (direct) | $1,473,545 |
| Icg Secondaries Fund I Lp | Investment management, Investment management fees (direct) | $1,381,731 |
| William Blair | Investment management, Investment management fees (direct) | $1,252,644 |
| Ashbridge Trans Sec Fund Ii Lp | Investment management, Investment management fees (direct) | $916,028 |
| Icg Strategic Equity Iii Lp | Investment management, Investment management fees (direct) | $899,018 |
| Arctos Sports Ptns Fund Ii | Investment management, Investment management fees (direct) | $889,612 |
| Pathlight Capital Fund Iii Lp | Investment management, Investment management fees (direct) | $886,200 |
| Morgan Stanley | Investment management, Investment management fees (direct) | $856,868 |
| New Mountain Ptns Vii Lp | Investment management, Investment management fees (direct) | $816,933 |
| Gso Capital Solutions Fd Iii | Investment management, Investment management fees (direct) | $803,455 |
| Wellington Isc | Investment management, Investment management fees (direct) | $734,106 |
| Waterton Res Prop Vent Xv Lp | Investment management, Investment management fees (direct) | $684,836 |
| York Special Opp Fund Iii A Lp | Investment management, Investment management fees (direct) | $670,231 |
| New York Life Insurance | Investment management, Investment management fees (direct) | $651,771 |
| Advent Capital Management, Llc | Investment management, Investment management fees (direct) | $595,017 |
| Gcp Securespace Property Ptns | Investment management, Investment management fees (direct) | $592,007 |
| Specialty Loan Instl Fd 2016 L | Investment management, Investment management fees (direct) | $589,127 |
| Hps Slf Vi | Investment management, Investment management fees (direct) | $502,154 |
| Lcn Core Income Fund Lp | Investment management, Investment management fees (direct) | $468,750 |
| Nextera Energy, Inc. | Plan administrator, Recordkeeping, Participant communication | $467,933 |
| Kkr Special Situation Feeder Ii Lp | Investment management, Investment management fees (direct) | $418,169 |
| Credit Value Fund Vii Lp | Investment management, Investment management fees (direct) | $412,871 |
| Cohesive Capital Ptns Iv Lp | Investment management, Investment management fees (direct) | $409,438 |
| York Special Opportunity Fund Ii A | Investment management, Investment management fees (direct) | $389,105 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $361,995 |
| Pennybacker Vi Lp | Investment management, Investment management fees (direct) | $351,629 |
| Nepc, Llc | Investment advisory (plan), Direct payment from the plan | $328,881 |
| Eagle Point Credit Management Llc | Investment management, Investment management fees (direct) | $327,427 |
| Aon | Actuarial, Consulting (pension), Direct payment from the plan | $316,000 |
| Universe Re Llc | Investment management, Investment management fees (direct) | $298,393 |
| Kayne Solutions Fund Lp | Investment management, Investment management fees (direct) | $298,139 |
| Bank Of New York Mellon | Custodial (other), Custodial (securities), Trustee (institutional) | $296,550 |
| Western Asset Management Co | Investment management, Investment management fees (direct) | $294,537 |
| Cohesive Capital Partners Iii | Investment management, Investment management fees (direct) | $290,298 |
| Wcas Xiv Lp | Investment management, Investment management fees (direct) | $274,481 |
| Oak Hill Capital Partners V Lp | Investment management, Investment management fees (direct) | $251,990 |
| Domain Entertainment Fd Ii Lp | Investment management, Investment management fees (direct) | $249,864 |
| New Mountain Partners Vi Lp | Investment management, Investment management fees (direct) | $200,353 |
| Crowe Llp | Accounting, Direct payment from the plan | $189,830 |
| Kkr Lending Partners Iii Lp | Investment management, Investment management fees (direct) | $159,338 |
| Acore Credit Partners Ii | Investment management, Investment management fees (direct) | $92,534 |
| Bb Core Plus | Investment management, Investment management fees (direct) | $85,400 |
| Apollo Investment Fund Viii Lp | Investment management, Investment management fees (direct) | $84,975 |
| Blackrock Inc | Investment management, Investment management fees (direct) | $70,145 |
| Napier Park Deep Val Cred Fund Iii | Investment management, Investment management fees (direct) | $68,750 |
| State Street Bank And Trust Co. | Investment management, Investment management fees (direct) | $52,045 |
| Dynamo Software Inc. | Contract administrator, Direct payment from the plan | $37,450 |
| Apollo Credit Opp Fd Iii Lp | Investment management, Investment management fees (direct) | $35,466 |
| Ccmp Capital Investors Iii Lp | Investment management, Investment management fees (direct) | $35,434 |
| Ashbridge Annex Fund I Lp | Investment management, Investment management fees (direct) | $25,888 |
| Cieba | Investment management, Investment management fees (direct) | $12,990 |
| Rocaton Advisors | Investment advisory (plan), Direct payment from the plan | $6,988 |
| Ice Baml Index | Investment management, Investment management fees (direct) | $5,000 |