DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Nextera Energy, Inc. Employee Pension Plan

Corporate pensionJuno Beach, FL
Assets
$5.3B
Total assets, Dec 31, 2024 reported
Funded
166.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
31
14 managers on Schedule C
Plan sponsor: Nextera Energy, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 12.5%
  • Corporate debt instruments (preferred) 2.3%
  • U.S. Government securities 7.5%
  • Other investments 2.5%
  • Partnership/joint venture interests 30.1%
  • Common/collective trusts 18.5%
  • Common stock 24.5%
  • Preferred stock 0.6%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
31 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Blackrock US Equity Market Index Fdcollective trustBlackrock Institutional Trust CompanyPublic equity$52.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Equity Index Fundcollective trustWells FargoPublic equity$202M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024US Tips Fundcollective trustBlackrock Institutional Trust CompanyFixed income$26.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Growthcollective trustBlackrock Institutional Trust CompanyPooled vehicles$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$80.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T Rowe Price Global Grwth Eq Tr Zcollective trustT Rowe Price Trust CompanyPooled vehicles$155M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Msci Acwi Ex USA Sl Fund (zvgm)collective trustState Street Global Advisors TrustPooled vehicles$86.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Value Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$260M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CTF Intl Small Cap Research Equitycollective trustWellington IscPublic equity$98.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock US Equity Market Index Fdcollective trustBlackrock Institutional Trust CompanyPublic equity$42.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Equity Index Fundcollective trustWells FargoPublic equity$48.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US Tips Fundcollective trustBlackrock Institutional Trust CompanyFixed income$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 1000 Growthcollective trustBlackrock Institutional Trust CompanyPooled vehicles$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$131M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T Rowe Price Global Grwth Eq Tr Zcollective trustT Rowe Price Trust CompanyPooled vehicles$129M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Msci Acwi Ex USA Sl Fund (zvgm)collective trustState Street Global Advisors TrustPooled vehicles$124M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CF Wa Opportunistic US High Yield103 12 ieWestern Asset ManagementHedge / diversifiers$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CF Wa Floating Rate High Income Fd103 12 ieWestern Asset ManagementFixed income$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 1000 Value Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$293M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CTF Intl Small Cap Research Equitycollective trustWellington IscPublic equity$97.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock US Equity Market Index Fdcollective trustBlackrock Institutional Trust CompanyPublic equity$33.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Equity Index Fundcollective trustWells FargoPublic equity$38.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US Tips Fundcollective trustBlackrock Institutional Trust CompanyFixed income$25.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Growthcollective trustBlackrock Institutional Trust CompanyPooled vehicles$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$75.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T Rowe Price Global Grwth Eq Tr Zcollective trustT Rowe Price Trust CompanyPooled vehicles$108M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Msci Acwi Ex USA Sl Fund (zvgm)collective trustState Street Global Advisors TrustPooled vehicles$107M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CF Wa Opportunistic US High Yield103 12 ieWestern Asset ManagementHedge / diversifiers$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CF Wa Floating Rate High Income Fd103 12 ieWestern Asset ManagementFixed income$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Value Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$346M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CTF Intl Small Cap Research Equitycollective trustWellington IscPublic equity$83.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$5.3B Dec 31, 2024 reported Form 5500
$5.1B (2023-12) · $4.8B (2022-12)
Plan assets
$4.9B Jan 1, 2024 reported Form 5500
$4.5B (2023-01) · $5.7B (2022-01)
Net assets
$5.1B Dec 31, 2024 reported Form 5500
$4.9B (2023-12) · $4.5B (2022-12)
Funded ratio
166.9% Jan 1, 2024 reported Form 5500
168.6% (2023-01) · 177.2% (2022-01)
Funding target
$2.7B Jan 1, 2024 reported Form 5500
$2.6B (2023-01) · $2.6B (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.43% (2022-01)
Participants
28,207 Jan 1, 2024 reported Form 5500
26,981 (2023-01) · 26,711 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$245M Dec 31, 2024 reported Form 5500
$237M (2023-12) · $325M (2022-12)
Net investment income
$231M Dec 31, 2024 reported Form 5500
$346M (2023-12) · $-1.1B (2022-12)
Investment management fees
$40.1M Dec 31, 2024 reported Form 5500
$39.3M (2023-12) · $32.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202428,207$4.9B$2.7B166.9%$5.3B$1.6Bn/an/a
2023 to Dec 31, 202326,981$4.5B$2.6B168.6%$5.1B$1.4Bn/an/a
2022 to Dec 31, 202226,711$5.7B$2.6B177.2%$4.8B$1.2Bn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
44 events
  • Dec 31, 2024Holding endedinference
    Nextera Energy, Inc. Employee Pension Plan no longer reports CF Wa Floating Rate High Income Fd (Western Asset Management) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
    with Western Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Nextera Energy, Inc. Employee Pension Plan no longer reports CF Wa Opportunistic US High Yield (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
    with CF Wa Opportunistic US High Yieldaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Cieba appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ciebaaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    HPS Slf VI appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with HPS Slf VIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Pennybacker VI LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pennybacker VI LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Carlyle U.S. Equity Opp Fund LP no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Carlyle U.S. Equity Opp Fund LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Domain Entertainment Fd II LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Domain Entertainment Fd II LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Midocean Tactical Credit Fund III no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Midocean Tactical Credit Fund IIIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    GSO Cap Sol Overseas Feeder Fund II no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with GSO Cap Sol Overseas Feeder Fund IIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Wcas Xiv LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wcas Xiv LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Ashbridge Trans Sec Fund II LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ashbridge Trans Sec Fund II LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    KKR Lending Partners III LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with KKR Lending Partners III LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    ICG Secondaries Fund I LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with ICG Secondaries Fund I LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    BB Core Plus appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Brown Brothers Harrimanaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    AE Industrial Partners Fund III, LP no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with AE Industrial Partners Fund III, LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    KKR Special Situation Feeder II LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with KKR Special Situation Feeder II LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Ashbridge Annex Fund I LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ashbridge Annex Fund I LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Jackson Square Partners, LLC no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Jackson Square Partnersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Rialto Re Fund Iii-Debt LP no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Rialto Re Fund Iii-Debt LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Napier Park Deep Val Cred Fund III appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Napier Park Deep Val Cred Fund IIIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Acore Credit Partners II appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Acore Credit Partners IIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Comvest Investment Partners no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Comvest Investment Partnersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Waterton Res Prop Vent Xv LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Waterton Res Prop Vent Xv LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Arctos Sports Ptns Fund II appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Arctos Sports Ptns Fund IIaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Pathlight Capital Fund III LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pathlight Capital Fund III LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Wcas Xiv LP no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wcas Xiv LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    KKR Lending Partners II LP no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with KKR Lending Partners II LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    ICE Baml Index appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with ICE Baml Indexaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    AE Industrial Partners Fund III, LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with AE Industrial Partners Fund III, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Preqin Limited no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Preqin Limitedaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Cohesive Capital Ptns IV LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Cohesive Capital Ptns IV LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Oak Hill Capital Partners V LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with OAK Hill Capital Partners V LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Comvest Capital III LP no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Comvest Capital III LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Refinitiv no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Refinitivaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    STG Vii-A, LP appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with STG Vii-A, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Midocean Tactical Credit Fund III appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Midocean Tactical Credit Fund IIIaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    RE Cr Solutions Offshr II LP no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with RE Cr Solutions Offshr II LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Equus Inv Partnership Xii LP no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Equus Inv Partnership Xii LPaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Nepc, LLC appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Nepc, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    AG Net Lease Realty IV LP no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with AG Net Lease Realty IV LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    KKR Special Situation Feeder II no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with KKR Special Situation Feeder II LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Welsh Carson A&s Xiii LP no longer appears on Nextera Energy, Inc. Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Welsh Carson A&s Xiii LPaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Nextera Energy, Inc. Employee Pension Plan funded ratio 177.2% -> 168.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Nextera Energy, Inc. Employee Pension Plan plan assets $5.7B -> $4.5B (-20.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 592449419-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.