The Southern Company Pension Plan
Sponsored by Southern Company Services, Inc. · EIN 630274273 · Plan #001
- Total assets
- $15.3B
- Net assets
- $15.0B
- Active participants
- 26,369
- 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 |
|---|---|---|
| Mondrian Investment Partners (U.S.), Inc. CRD 132427 | fuzzy_auto · 96% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Driehaus Capital Management Llc CRD 105757 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Ariel Investments, Llc CRD 108211 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Robeco Institutional Asset Management Us Inc CRD 107367 | fuzzy_auto · 98% | 2024 |
| Artisan Partners Uk Llp CRD 152711 | fuzzy_auto · 94% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Centersquare Investment Management Llc CRD 290078 | fuzzy_auto · 96% | 2024 |
| The Column Group Management Lp CRD 161912 | fuzzy_auto · 95% | 2024 |
| Clarivest Asset Management Llc CRD 139785 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | fuzzy_auto · 99% | 2024 |
| Genstar Capital Management Llc CRD 156932 | fuzzy_auto · 93% | 2024 |
| True Venture Management, L.L.C. CRD 162586 | fuzzy_auto · 94% | 2024 |
| Msouth Equity Partners, Llc CRD 157601 | fuzzy_auto · 98% | 2024 |
| Deprince, Race & Zollo, Inc. CRD 112099 | fuzzy_auto · 95% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 98% | 2024 |
| Russell Investments Implementation Services, Llc CRD 329 | fuzzy_auto · 98% | 2024 |
| Cap Partners, Llc CRD 144779 | fuzzy_auto · 97% | 2024 |
| Voya Investment Management Co. Llc CRD 106494 | deterministic · 100% | 2024 |
| Audax Management Company, Llc CRD 160483 | fuzzy_auto · 96% | 2024 |
| Pathlight Capital Lp CRD 291106 | fuzzy_auto · 94% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | fuzzy_auto · 98% | 2024 |
| Sentinel Capital Partners, L.L.C. CRD 160474 | fuzzy_auto · 96% | 2024 |
| Emerald Hill Capital Partners Holdings, Llc CRD 298843 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan | $2,966,401 |
| Jp Morgan Investment Management Inc | Investment management, Investment advisory (plan), Investment management fees (direct) | $2,873,570 |
| Mondrian Investment Partners | Investment management, Investment management fees (direct), Soft dollars commissions | $2,660,662 |
| Aberdeen Investments Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $2,428,669 |
| Invesco Advisers, Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $2,334,816 |
| Pacific Investment Mgmt,Inc (Pimco) | Investment management fees (direct), Investment management | $2,084,567 |
| Morgan Stanley Prime Property | Investment management, Investment management fees (direct) | $2,012,641 |
| Southern Company Services | Plan administrator, Direct payment from the plan | $1,775,218 |
| T. Rowe Price Associates Inc. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $1,734,510 |
| Prudential Prisa | Investment management, Investment management fees (direct), Investment management fees (indirect) | $1,624,390 |
| Driehaus Capital Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $1,580,201 |
| Hig Growth & Buyouts Equity Fd Iii | Investment management, Investment management fees (direct) | $1,575,328 |
| Centerbridge Special Credit Partner | Investment management, Investment management fees (direct) | $1,522,212 |
| Jennison Associates Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $1,379,500 |
| Arrowstreet Capital | Investment management, Investment management fees (direct) | $1,373,609 |
| Ariel Investments Llc | Investment management, Investment management fees (direct) | $1,373,609 |
| Nisa Investment Advisors, Llc | Investment management, Investment management fees (direct) | $1,240,070 |
| Jp Morgan Chase Bank Na | Trustee (institutional), Direct payment from the plan, Other investment fees and expenses | $1,236,511 |
| Lion Industrial Trust | Investment management, Investment management fees (direct) | $1,150,966 |
| Quantum Capital Solutions Ii | Investment management, Investment management fees (direct) | $1,143,962 |
| Robeco Institutional Asset Manageme | Investment management, Investment management fees (direct), Investment management fees (indirect) | $834,985 |
| Artisan Partners | Investment management fees (direct), Soft dollars commissions, Investment management | $830,004 |
| Lazard Asset Management Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $801,083 |
| Centersquare Investment Mgmt Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $755,674 |
| Chartwell Financial | Investment management, Investment management fees (direct), Soft dollars commissions | $728,449 |
| Chartwell Financial | Investment management, Investment management fees (direct), Soft dollars commissions | $728,449 |
| Clarion Lion Properties | Investment management, Investment management fees (direct) | $726,942 |
| Hig Capital Partners Vi, Lp | Investment management, Investment management fees (direct) | $726,790 |
| Mason Wells Buyout Funds V Lp | Investment management, Investment management fees (direct) | $726,456 |
| Schroder Inv Mgmt North America Inc | Investment management, Investment management fees (direct) | $725,263 |
| Related Real Estate Fund Iii | Investment management, Investment management fees (direct) | $696,107 |
| The Column Group Iii, Lp | Investment management, Investment management fees (direct) | $686,279 |
| Main Post Growth Captital Lp | Investment management fees (indirect), Investment management fees (direct), Investment management | $680,842 |
| Sun Capital Partners Vii, Lp | Investment management, Investment management fees (direct) | $631,229 |
| Strategic Investors Fund X Lp | Investment management, Investment management fees (indirect), Other fees | $614,175 |
| Hig Middle Market | Investment management, Investment management fees (direct) | $582,932 |
| Main Post Growth Capital Iii Lp | Investment management, Investment management fees (direct) | $566,767 |
| Hig Advantage Buyout Fund Ii | Investment management, Investment management fees (direct) | $550,352 |
| Genstar Capital Partners X, Lp | Investment management, Investment management fees (direct) | $547,402 |
| Clarivest Asset Management | Investment management, Investment management fees (direct) | $541,116 |
| H.I.G. Advantage Buyout Fund, L.P. | Investment management, Investment management fees (direct) | $518,574 |
| Jfl Equity Investors V | Investment management, Investment management fees (direct), Investment management fees (indirect) | $487,854 |
| Goldner Hawn Fund Viii Lp | Investment management, Investment management fees (direct) | $487,391 |
| River Associates Vii | Investment management, Investment management fees (direct) | $486,459 |
| Strategic Investors Fund Xi Lp | Investment management, Investment management fees (indirect), Other fees | $474,844 |
| Strategic Investors Fund Ix, Lp | Investment management, Investment management fees (indirect), Other fees | $469,980 |
| Mercer Investment Llc | Direct payment from the plan, Investment advisory (plan) | $462,763 |
| Main Post Growth Capital Ii Lp | Investment management, Investment management fees (direct) | $460,728 |
| Genstar Capital Partners Ix | Investment management, Investment management fees (direct), Investment management fees (indirect) | $450,535 |
| Genstar Capital Partners Xi Lp | Investment management, Investment management fees (direct) | $440,335 |
| Dra Growth And Income Fund X | Investment management, Investment management fees (direct) | $411,513 |
| Dra Growth And Income Fund X | Investment management, Investment management fees (direct) | $411,513 |
| True Ventures Viii | Investment management, Investment management fees (direct) | $390,250 |
| Aew Core Property Trust | Investment management, Investment management fees (direct) | $389,161 |
| Msouth Equity Partners Iv | Investment management, Investment management fees (direct) | $388,329 |
| Deprince, Race And Zollo | Investment management, Investment management fees (direct), Soft dollars commissions | $383,314 |
| Mb Special Opportunities Fund Ii | Investment management, Investment management fees (direct) | $372,438 |
| Bain Capital Asia Fund Iv | Investment management, Investment management fees (direct) | $370,320 |
| Brookfield Senior Mezzanine Real Es | Investment management, Investment management fees (direct) | $370,176 |
| Nb Strategic Co Invest Partners I | Investment management, Investment management fees (direct) | $356,252 |
| Carlyle Property Investors | Investment management, Soft dollars commissions, Investment management fees (direct) | $353,713 |
| Barrow Hanley Mewhinney & Strauss | Investment management, Soft dollars commissions, Investment management fees (direct) | $326,274 |
| The Column Group Iv | Investment management, Investment management fees (direct) | $322,457 |
| Genstar Capital Partners Viii | Investment management, Investment management fees (direct) | $282,303 |
| H.I.G. Biohealth Partners Iii, L.P. | Investment management, Investment management fees (direct) | $280,103 |
| Russell Investments Implementation | Investment management, Investment management fees (direct), Securities brokerage commissions | $275,072 |
| Nb Co Invest Iii | Investment management, Investment management fees (direct) | $247,057 |
| Bank Of America | Contract administrator, Plan administrator | $231,321 |
| Voya Commercial Mortgage Lending Fu | Investment management, Investment management fees (direct) | $225,385 |
| Ftv Iv Lp | Investment management, Investment management fees (direct) | $214,135 |
| Pathlight Capital Evergreen Fund | Investment management, Investment management fees (direct) | $211,756 |
| Cap Partners V Lp | Investment management, Investment management fees (direct) | $210,000 |
| Related Real Estate Fd Ii | Investment management, Investment management fees (indirect) | $209,725 |
| Hci Equity Partners V | Investment management, Investment management fees (direct), Investment management fees (indirect) | $206,296 |
| Aterien Investment Partners Iv | Investment management fees (direct), Investment management | $192,827 |
| The Column Group V | Investment management, Investment management fees (direct) | $192,075 |
| Related Real Estate Fd Iv | Investment management, Investment management fees (direct) | $181,919 |
| True Ventures Select Vii | Investment management, Investment management fees (direct) | $173,475 |
| Voya Investment Management Co | Investment management, Investment management fees (direct), Soft dollars commissions | $172,450 |
| Sun Capital Partners Vi Lp | Investment management, Investment management fees (direct) | $169,847 |
| Allegis | Investment management, Investment management fees (direct) | $164,718 |
| Resa Re Allegis | Investment management, Investment management fees (direct) | $164,718 |
| Warren Averett | Accounting, Direct payment from the plan | $164,500 |
| True Ventures Select Iv, Lp | Investment management, Investment management fees (direct) | $163,000 |
| Centerbridge Capital Partners Iii | Investment management, Investment management fees (direct) | $157,657 |
| Centerbridge Capital Partners Iv | Investment management, Investment management fees (direct) | $156,772 |
| Nb Strategic Co Invest. Partners Iv | Investment management, Investment management fees (direct) | $155,321 |
| Audax Private Equity Fd V | Investment management, Investment management fees (direct) | $146,256 |
| The Column Group Opportunity Iii | Investment management, Investment management fees (direct) | $143,293 |
| Quantum Capital Solutions Ii Co Inv | Investment management, Investment management fees (direct) | $135,042 |
| Jones Day | Legal, Direct payment from the plan | $134,861 |
| River Viii | Investment management, Investment management fees (direct) | $122,232 |
| Pathlight Capital Fund Ii | Investment management, Investment management fees (direct) | $120,250 |
| M South Equity Partners Iii | Investment management, Investment management fees (direct) | $112,715 |
| Parkergale Capital Ii, Lp | Investment management, Investment management fees (direct) | $99,782 |
| Aterian Investment Partner, Iv Lp | Investment management, Investment management fees (direct) | $98,709 |
| Aterian Investment Partners Iii Lp | Investment management, Investment management fees (direct) | $86,959 |
| Jfl Equity Investors Vi | Investment management, Investment management fees (direct) | $76,812 |
| Aterien Inv Partners Iv | Investment management, Investment management fees (direct) | $75,607 |
| Smith Communication Partners | Participant communication, Direct payment from the plan | $66,300 |
| Rhumbline Advisors | Investment management, Direct payment from the plan | $63,686 |
| Bass, Berry & Sims Plc | Legal, Direct payment from the plan | $61,194 |
| Main Post Growth Capital Lp | Investment management, Investment management fees (direct) | $60,976 |
| Ponoi | Investment management, Investment management fees (direct) | $60,157 |
| Ftv Iv Lp | Investment management, Investment management fees (direct) | $58,855 |
| Financial Credit Investment I, Lp | Investment management, Investment management fees (direct) | $46,193 |
| Sentinel Capital Partners Viii Lp | Investment management, Investment management fees (direct) | $39,586 |
| Sentinel Capital Partners, Vii | Investment management, Investment management fees (direct) | $35,702 |
| Emerald Hill Capital Partners Iii | Investment management, Investment management fees (direct) | $31,737 |
| Sentinal Junior Capital Ii Lp | Investment management, Investment management fees (direct) | $29,614 |
| Abel Noser Solutions Llc | Direct payment from the plan, Consulting fees, Consulting (pension) | $22,512 |
| Edison Partners Ix, Lp | Investment management, Investment management fees (direct) | $19,000 |
| Bain Capital Asia Fund Iv | Investment management fees (direct), Investment management | $17,400 |
| Warburg Pincus Global Growth 14 | Investment management, Investment management fees (direct), Investment management fees (indirect) | $15,374 |
| Warburg Pincus Global Growth Lp | Investment management, Investment management fees (direct) | $13,374 |
| Nb Strategic Co Investors Ii | Investment management, Investment management fees (direct) | $12,962 |
| Pricewaterhousecooper Llp | Accounting, Direct payment from the plan | $11,502 |
| Mcguire Woods | Legal, Direct payment from the plan | $10,375 |
| Sentinel Capital Partners Vi | Investment management, Investment management fees (direct) | $9,577 |
| Financial Credit I Ltd Part Usd | Investment management, Investment management fees (direct) | $8,389 |
| Pwc Mgt Consulting Co Ltd | Investment management, Investment management fees (direct) | $5,775 |
| Edison Partners Vii | Investment management, Investment management fees (direct) | $5,584 |
| Institutional Limit Partners | Investment management, Investment management fees (direct) | $5,500 |