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
COX Enterprises, Inc. Pension Plan
Corporate pensionAtlanta, GA
Assets
$7.1B
Total assets, Dec 31, 2024 reported
Funded
94.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
4 managers on Schedule C
Plan sponsor: COX Enterprises, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.6%
Consultants and advisers
8 firms
- Pricewaterhousecoopers LLP General consultantthrough Dec 31, 2023 Form 5500
- BDT Capital Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Nisa Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- BNY Mellon Custodianthrough Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
22 managers on Schedule C
From Schedule C (investment management, code 28)
- Allspring Global Investments Holdinplan years 2024
- Citco (canada) Inc.plan years 2024
- Abel Nose LLCplan years 2024
- T Rowe Price Associates Incplan years 2024
- Dodge & Coxplan years 2023
- Sweetwater Investment Management Llplan years 2023
- Metlife Investment Managementplan years 2023
- Allspring Global Investments LLCplan years 2023
- Martingale Asset Management, L.P.plan years 2022
- BAY Hills Capital Management, LLCplan years 2022
- Metropolitan West Asset Managementplan years 2022
- Atlanta Capital Mgmt LLCplan years 2022
- Nephila Capital Ltd.plan years 2022
- Arrowstreet Capital, LPplan years 2022
- Wellington Trust Companyplan years 2022
- Acadian Asset Managementplan years 2022
- Timessquare Capital Management, LLCplan years 2022
- LSV Asset Managementplan years 2022
- Baille Giffordplan years 2022
- Invesco Advisers, Inc.plan years 2022
- Prudential Trust Co.plan years 2022
- Segall Bryant & Hamill LLCplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 55,490 | $6.7B | $7.0B | 94.7% | $7.1B | n/a | $7.0B | n/a |
| 2023 to Dec 31, 2023 | 56,234 | $6.4B | $6.4B | 98.3% | $7.4B | n/a | $7.3B | n/a |
| 2022 to Dec 31, 2022 | 55,790 | $7.9B | $5.8B | 112.1% | $7.1B | n/a | $7.0B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Arrowstreet Capital, Limited Partne codes 51 $4.6M PY2024
- T. Rowe Price Associates, Inc. codes 28 50 51 68 $2.2M PY2024
- Acadian Asset Management, LLC codes 28 50 $2.0M PY2024
- Prudential Trust Co. codes 28 50 $1.8M PY2024
- Nisa Investment Advisors, LLC codes 27 50 $1.3M PY2024
- Allspring Global Investments Holdin codes 28 $1.1M PY2024
- Wells Capital Management codes 28 50 $1.1M PY2024
- Baillie Gifford Overseas Ltd codes 28 50 56 68 71 $999,276 PY2024
- Wellington Trust Company, Na codes 51 52 $744,634 PY2024
- Dodge & Cox codes 28 $725,831 PY2024
- Mercer Investments LLC codes 27 50 $706,000 PY2024
- Jpmorgan Chase Bank, National Assoc codes 24 27 28 50 51 $703,648 PY2024
- Invesco Advisors, Inc codes 51 $624,685 PY2024
- Segall Bryant & Hamill codes 28 50 $401,324 PY2024
- Wellspring Capital Management LLC codes 50 $143,823 PY2024
- Atlanta Capital Mgmt LLC codes 51 $124,656 PY2024
- Metlife Investment Management codes 28 50 $123,374 PY2024
- BNY Mellon codes 15 18 21 24 28 50 51 60 64 $115,031 PY2024
- BAY Hills Capital Management, LLC codes 51 $75,000 PY2024
- BDT Capital Partners, LLC codes 27 52 $11,859 PY2024
- Abel Nose LLC codes 28 $5,248 PY2024
- Trust Company of the West codes 10 14 51 PY2024
- Sweetwater Investment Management Ll codes 28 PY2024
- Citco (canada) Inc. codes 28 PY2024
- COX Enterprises, Inc. Master Trust Sched. D M $7.0B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Acadian Asset Management, LLC codes 28 50 $2.5M PY2023
- Arrowstreet Capital, Limited Partne codes 51 $1.8M PY2023
- Wells Capital Management codes 28 50 $1.5M PY2023
- Nisa Investment Advisors, LLC codes 27 50 $989,673 PY2023
- Baillie Gifford Overseas Ltd codes 28 50 56 68 71 $962,993 PY2023
- Dodge & Cox codes 28 $762,482 PY2023
- Wellington Trust codes 51 $740,881 PY2023
- Invesco Advisors, Inc codes 51 $705,862 PY2023
- Mercer Investments LLC codes 27 50 $564,684 PY2023
- Prudential Trust Co. codes 28 50 $520,254 PY2023
- Jpmorgan Chase Bank, National Assoc codes 24 27 28 50 51 $438,255 PY2023
- Segall Bryant & Hamill codes 28 50 $430,333 PY2023
- Martingale Asset Management codes 28 50 $309,708 PY2023
- Pricewaterhousecoopers, LLP codes 16 50 $265,359 PY2023
- Wellspring Capital Management LLC codes 50 $247,295 PY2023
- Atlanta Capital Mgmt LLC codes 51 $139,643 PY2023
- Deloitte & Touche LLP codes 10 50 $103,918 PY2023
- Timessquare Capital Management codes 28 50 59 63 68 $102,150 PY2023
- BNY Mellon codes 15 18 21 24 28 50 51 60 64 $95,360 PY2023
- Bay Hills Capital Management, LLC codes 51 $87,500 PY2023
- Nephila Capital Ltd. codes 50 51 99 $40,856 PY2023
- Trust Company of the West codes 10 14 51 $15,712 PY2023
- Metlife Investment Management codes 28 50 $9,408 PY2023
- Sweetwater Investment Management Ll codes 28 PY2023
- Anos Capital LLC codes 71 PY2023
- BDT Capital Partners, LLC codes 27 52 PY2023
- COX Enterprises, Inc. Master Trust Sched. D M $7.3B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Acadian Asset Management, LLC codes 28 50 $2.9M PY2022
- Timessquare Capital Management codes 28 50 59 63 68 $1.3M PY2022
- LSV Asset Management codes 28 50 $1.2M PY2022
- Baillie Gifford Overseas Ltd codes 28 50 56 68 71 $958,807 PY2022
- Wellington Trust codes 51 $950,407 PY2022
- Arrowstreet Capital, Limited Partne codes 51 $890,931 PY2022
- Nisa Investment Advisors, LLC codes 27 50 $822,522 PY2022
- Invesco Advisors, Inc codes 51 $812,942 PY2022
- Prudential Trust Co. codes 28 50 $768,228 PY2022
- Mercer Investments LLC codes 27 50 $530,718 PY2022
- Segall Bryant & Hamill codes 28 50 $436,171 PY2022
- Martingale Asset Management codes 28 50 $430,580 PY2022
- Wellspring Capital Management LLC codes 50 $373,474 PY2022
- BNY Mellon codes 15 18 21 24 28 50 51 60 64 $188,585 PY2022
- Jpmorgan Chase Bank, National Assoc codes 24 27 28 50 51 $174,290 PY2022
- Bay Hills Capital Management, LLC codes 51 $150,000 PY2022
- Deloitte & Touche LLP codes 10 50 $131,399 PY2022
- Trust Company of the West codes 10 14 51 $127,833 PY2022
- Atlanta Capital Mgmt LLC codes 51 $33,926 PY2022
- Nephila Capital Ltd. codes 50 51 99 $29,768 PY2022
- Blackrock Institutional Trust Co. codes 21 24 28 50 51 $8,286 PY2022
- Abel Noser LLC codes 71 PY2022
- BDT Capital Partners, LLC codes 27 52 PY2022
- COX Enterprises, Inc. Master Trust Sched. D M $7.0B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
17 events
- Dec 31, 2024Manager relationship startedCitco (canada) Inc. appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Citco (canada) Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceTimessquare Capital Management no longer appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Timessquare Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePricewaterhousecoopers, LLP no longer appears on COX Enterprises, Inc. Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Pricewaterhousecoopers LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedT. Rowe Price Associates, Inc. appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with T Rowe Price Associates Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAbel Nose LLC appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Abel Nose LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAllspring Global Investments Holdin appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Allspring Global Investments Holdinaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMartingale Asset Management no longer appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Martingale Asset Management, L.P.askebsa.dol.gov
- Jan 1, 2024Funded status changedCOX Enterprises, Inc. Pension Plan funded ratio 98.3% -> 94.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedWells Capital Management appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Allspring Global Investments LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePricewaterhousecoopers, LLP appears on COX Enterprises, Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Pricewaterhousecoopers LLPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBlackrock Institutional Trust Co. no longer appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLSV Asset Management no longer appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with LSV Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSweetwater Investment Management Ll appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Sweetwater Investment Management Llaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedDodge & Cox appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Dodge & Coxaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedMetlife Investment Management appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Metlife Investment Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedCOX Enterprises, Inc. Pension Plan funded ratio 112.1% -> 98.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCOX Enterprises, Inc. Pension Plan plan assets $7.9B -> $6.4B (-19.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581035149-001
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.