AUMdb

Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies

Sponsored by Norfolk Southern Corporation · EIN 521188014 · Plan #001

Total assets
$2.5B
Net assets
$2.5B
Active participants
4,771
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
Silchester International Investors Llp CRD 110987 deterministic · 100% 2024
Primecap Management Co CRD 105516 deterministic · 100% 2024
Conestoga Capital Advisors, Llc CRD 111750 deterministic · 100% 2024
Invesco Capital Management Llc CRD 125601 deterministic · 100% 2024
Diamond Hill Capital Management, Llc CRD 110638 deterministic · 100% 2024
John W. Bristol & Co., Inc. CRD 105597 fuzzy_auto · 96% 2024
Western Asset Management Company, Llc CRD 110441 deterministic · 100% 2024
Capital International, Inc. CRD 110682 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Primecap Management Company Investment management, Direct payment from the plan $1,497,953
Silchester International Investors Investment management, Direct payment from the plan, Investment management fees (direct) $1,485,230
Conestoga Capital Advisors Investment management, Direct payment from the plan, Investment management fees (direct) $1,169,002
Aon Consulting Actuarial, Direct payment from the plan $988,298
Invesco Capital Management Investment management, Direct payment from the plan $914,805
Diamond Hill Capital Management Inc Investment management, Direct payment from the plan, Investment management fees (direct) $897,122
John W. Bristol & Co., Inc. Investment management, Direct payment from the plan $735,867
Capital International Inc Investment management, Direct payment from the plan, Investment management fees (direct) $708,287
Western Asset Management Company Investment management, Direct payment from the plan, Investment management fees (direct) $610,155
Northern Trust Company Trustee (institutional), Investment management, Direct payment from the plan $367,616
Cooke & Bieler Inc. Investment advisory (plan), Direct payment from the plan, Soft dollars commissions $316,563
Lcg Associates, Inc. Consulting (pension), Direct payment from the plan $250,000
Towers Watson Pennsylvania, Inc., Actuarial, Direct payment from the plan $206,752
Blackrock Trustee (institutional), Trustee (discretionary), Investment management $141,509
Pension Benefit Information, Llc Consulting (pension), Direct payment from the plan $16,069