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Original filing (PDF)20250902150819NAL0014415937001
FOX CORPORATION
Form 5500
FILING_RECEIVED
FOX SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,558
Accounts w/ balance
14,242
Plan assets (EOY)
$2.5B
Net assets (EOY)
$2.5B
How this plan invests
This plan
22 pooled trusts
Schedule D
111 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOX CORPORATION.
Plan sponsor
Name
FOX CORPORATION
EIN
83-1825597
Address
1211 AVENUE OF THE AMERICAS · NEW YORK, NY · 100368706
Phone
(212) 852-7000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
PLAN ADMINISTRATIVE COMMITTEE
EIN
83-1825597
City
NEW YORK, NY
Phone
(212) 852-7000
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO, INC. | 04-2647786 | — | NONE | $323K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $189K | — |
Investments
97 direct securities · 22 pooled funds· $2.7B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.7B
22 holdings
Uncategorized
$779.0M
96 holdings
Mutual Funds
$129.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index IPR, 1,933,717 shares | — | — | $1.9M | $394.8M | 15.6% | |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | $2.8M | $275.2M | 10.9% | |
| VFTC TARGET 2035 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | $2.3M | $216.6M | 8.6% | |
| VFTC TARGET 2040 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | $2.1M | $212.9M | 8.4% | |
| VFTC TARGET 2045 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | $2.0M | $210.4M | 8.3% | |
| VFTC TARGET 2050 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | $1.7M | $184.2M | 7.3% | |
| VFTC TARGET 2030 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | $1.8M | $161.7M | 6.4% | |
| VFTC TARGET 2055 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | $1.2M | $135.4M | 5.3% | |
| Dodge & Cox Stock Fund, 501,399 shares | Mutual Funds | — | $501K | $129.0M | 5.1% | |
| VFTC TARGET 2025 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | $1.2M | $98.8M | 3.9% | |
| Total Synthetic GICs | — | — | — | $85.7M | 3.4% | |
| VFTC TARGET 2060 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | $1.1M | $71.5M | 2.8% | |
| MFS Investment Management International Diversification Fund Class R6, 3,030,080 shares | — | — | $3.0M | $69.2M | 2.7% | |
| WELLINGTON CORE BOND PLUS (SER 2) WELLINGTON TRUST COMPANY, N.A · EIN 04-6913417 / PN 133 | Common Collective Trust | — | $5.2M | $48.8M | 1.9% | |
| Fidelity Mid Cap Index, 1,331,198 shares | — | — | $1.3M | $45.0M | 1.8% | |
| Fidelity Small Cap Index, 1,345,028 shares | — | — | $1.3M | $37.2M | 1.5% | |
| Fidelity Global exUS Index Inst, 2,404,923 shares | — | — | $2.4M | $34.7M | 1.4% | |
| VFTC TARGET 2020 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | $413K | $30.5M | 1.2% | |
| Fidelity US Bond Index, 2,420,217 shares | — | — | $2.4M | $24.7M | 1.0% | |
| VFTC TARGET RETIREMENT INCOME TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | $384K | $21.5M | 0.8% | |
| VFTC TARGET 2065 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | $438K | $17.7M | 0.7% | |
| Prudential Core Conservative Intermediate Bond Fund, 1,091,532 units | — | — | $1.1M | $15.8M | 0.6% | |
| PRU CORE CONSERV IND BD FD PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 156 | Common Collective Trust | — | — | $15.8M | 0.6% | |
| MORTGAGE-BACKED SECURITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-6581672 / PN 001 | Common Collective Trust | — | — | $9.7M | 0.4% | |
| INTERMEDIATE TERM CREDIT BOND INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3118549 / PN 001 | Common Collective Trust | — | — | $9.7M | 0.4% | |
| 1-3 YEAR GOVERNMENT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-6052283 / PN 001 | Common Collective Trust | — | — | $8.9M | 0.4% | |
| ASSET-BACKED SECURITIES INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3149402 / PN 001 | Common Collective Trust | — | — | $7.8M | 0.3% | |
| 1-3 YR CREDIT BOND INDEX FD NONLEND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 27-0382964 / PN 001 | Common Collective Trust | — | — | $7.1M | 0.3% | |
| Blackrock Mortgage-Backed Securities Index Fund, 61,656 units | — | — | $62K | $3.3M | 0.1% | |
| Blackrock Intermediate Term Credit Bond Index Fund, 50,620 units | — | — | $51K | $3.3M | 0.1% | |
| Blackrock Mortgage-Backed Securities Index Fund, 61,275 units | — | — | $61K | $3.3M | 0.1% | |
| Blackrock Intermediate Term Credit Bond Index, 50,307 units | — | — | $50K | $3.2M | 0.1% | |
| Blackrock Mortgage-Backed Security Index Fund, 60,819 units | — | — | $61K | $3.2M | 0.1% | |
| Blackrock Intermediate Term Credit Bond Index Fund, 49,932 units | — | — | $50K | $3.2M | 0.1% | |
| COMMERCIAL MORTGAGE-BACKED SEC FD BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3333402 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.1% | |
| Blackrock 1-3 Year Government Bond Index Fund, 22,692 units | — | — | $23K | $3.0M | 0.1% | |
| Blackrock 1-3 Year Government Bond Index Fund, 22,551 units | — | — | $23K | $3.0M | 0.1% | |
| Blackrock 1-3 Year Government Bond Index Fund, 22,383 units | — | — | $22K | $2.9M | 0.1% | |
| Short-Term Investments *Fidelity Short-term investment fund; 4.52% yield | — | — | — | $2.8M | 0.1% | |
| Blackrock Asset-Backed Security Index Fund, 65,170 units | — | — | $65K | $2.6M | 0.1% | |
| Blackrock Asset-Backed Securities Index Fund, 64,767 units | — | — | $65K | $2.6M | 0.1% | |
| Blackrock Asset-Backed Security Index Fund, 64,285 units | — | — | $64K | $2.6M | 0.1% | |
| INTERMEDIATE GOVT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3118548 / PN 001 | Common Collective Trust | — | — | $2.4M | <0.1% | |
| Blackrock 1-3 Year Credit Bond Index Non-Lendable Fund, 168,369 units | — | — | $168K | $2.4M | <0.1% | |
| Blackrock 1-3 Year Credit Bond Index Non-Lendable Fund, 167,328 units | — | — | $167K | $2.4M | <0.1% | |
| Blackrock 1-3 Year Credit Bond Index Non-Lendable Fund, 166,082 units | — | — | $166K | $2.3M | <0.1% | |
| Wrapper | — | — | — | $1.7M | <0.1% | |
| U.S. Treasury Series 2025-T; 10/15/2025; 4.25% | — | — | — | $1.3M | <0.1% | |
| Wrapper | — | — | — | $1.1M | <0.1% | |
| Wrapper | — | — | — | $1.1M | <0.1% | |
| Wrapper | — | — | — | $1.0M | <0.1% | |
| Blackrock Commercial Mortgage-Backed Securities Index Fund, 31,150 units | — | — | $31K | $1.0M | <0.1% | |
| Blackrock Commercial Mortgage-Backed Securities Index Fund, 30,957 units | — | — | $31K | $1.0M | <0.1% | |
| Blackrock Commercial Mortgage-Backed Security Fund, 30,726 units | — | — | $31K | $1.0M | <0.1% | |
| Blackrock Intermediate Government Bond Index Fund, 17,492 units | — | — | $17K | $817K | <0.1% | |
| Blackrock Intermediate Government Bond Index Fund, 17,384 units | — | — | $17K | $812K | <0.1% | |
| Blackrock Intermediate Government Bond Index Fund, 17,254 units | — | — | $17K | $806K | <0.1% | |
| FNR 2016-88 LA Series 2016-88; Class LA; 4/25/2042; 2.50% | — | — | — | $564K | <0.1% | |
| FHR 5460 PD Series 5460; Class PD; 9/25/2054; 4.75% | — | — | — | $558K | <0.1% | |
| GNR 2022-212 HP Series 2022-212; Class HP; 6/20/2028; 5.00% | — | — | — | $546K | <0.1% | |
| AMXCA 2022-2 A Series 2022-2; Class A; 5/15/2025; 3.39% | — | — | — | $523K | <0.1% | |
| BANK5 2024-5YR7 A3 Series 2024-5YR7; Class A3; 6/15/2029; 5.77% | — | — | — | $488K | <0.1% | |
| FNR 2024-9 NP Series 2024-9; Class NP; 9/25/2030; 5.50% | — | — | — | $470K | <0.1% | |
| BMO 2024-5C4 A2 Series 2024-5C4; Class A2; 2/15/2029; 6.05% | — | — | — | $460K | <0.1% | |
| BMARK 2024-V9 A3 Series 2024-V9; Class A3; 8/15/2057; 5.60% | — | — | — | $420K | <0.1% | |
| GNR 2022-180 DA Series 2022-180; Class DA; 3/20/2030; 5.00% | — | — | — | $413K | <0.1% | |
| FHR 4481 B Series 4481; Class B; 7/17/2028; 3.00% | — | — | — | $384K | <0.1% | |
| FHR 5319 A Series 5319; Class A; 12/26/2030; 5.00% | — | — | — | $372K | <0.1% | |
| U.S. Treasury Series 2025-T; 5/15/2025; 2.75% | — | — | — | $355K | <0.1% | |
| DCENT 2022-A3 A3 Series 2022-A3; Class A3; 7/15/2027; 3.56% | — | — | — | $349K | <0.1% | |
| U.S. Treasury Series 2025-T; 7/31/2025; 0.25% | — | — | — | $342K | <0.1% | |
| VFTC TARGET 2070 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | $14K | $332K | <0.1% | |
| AEPWV 2013-1 A2 Series 2013-1; Class A2; 8/1/2028; 3.77% | — | — | — | $328K | <0.1% | |
| DBJPM 2017-C6 A4 Series 2017-C6; Class A4; 5/10/2027; 3.07% | — | — | — | $316K | <0.1% | |
| BBCMS 2022-C18 A2 Series 2022-C18; Class A2; 11/15/2027; 5.50% | — | — | — | $305K | <0.1% | |
| CHAIT 2024-A1 A Series 2024-A1; Class A; 1/15/2027; 4.60% | — | — | — | $301K | <0.1% | |
| GNR 2024-175 LP Series 2024-175; Class LP; 1/20/2051; 4.50% | — | — | — | $297K | <0.1% | |
| GNR 2021-137 KA Series 2021-137; Class KA; 4/20/2029; 2.50% | — | — | — | $266K | <0.1% | |
| GNR 2022-112 MA Series 2022-112; Class MA; 2/22/2027; 4.00% | — | — | — | $256K | <0.1% | |
| CD 2016-CD2 A3 Series 2016-CD2; Class A3; 10/13/2026; 3.25% | — | — | — | $255K | <0.1% | |
| FNR 2021-91 DA Series 2021-91; Class DA; 12/25/2037; 2.50% | — | — | — | $251K | <0.1% | |
| FNR 2021-73 EB Series 2021-73; Class EB; 11/27/2028; 2.50% | — | — | — | $226K | <0.1% | |
| JDOT 2023-A A3 Series 2023-A; Class A3; 11/16/2026; 5.01% | — | — | — | $224K | <0.1% | |
| FNR 2021-54 CA Series 2021-54; Class CA; 6/25/2029; 2.50% | — | — | — | $224K | <0.1% | |
| CNH 2023-A A3 Series 2023-A; Class A3; 3/15/2027; 4.81% | — | — | — | $221K | <0.1% | |
| PCG 4.838 06/01/33 Series 4.838; 6/1/2035; 4.84% | — | — | — | $220K | <0.1% | |
| JDOT 2023-C A3 Series 2023-C; Class A3; 5/15/2028; 5.48% | — | — | — | $216K | <0.1% | |
| HAROT 2024-1 A3 Series 2024-1; Class A3; 2/17/2026; 5.21% | — | — | — | $214K | <0.1% | |
| FHR 4569 VH Series 4569; Class VH; 9/16/2041; 3.50% | — | — | — | $193K | <0.1% | |
| Wrapper | — | — | — | $193K | <0.1% | |
| FHR 4427 MA Series 4427; Class MA; 8/17/2026; 3.00% | — | — | — | $189K | <0.1% | |
| CD 2016-CD1 ASB Series 2016-CD1; Class ASB; 7/10/2026; 2.62% | — | — | — | $173K | <0.1% | |
| MBART 2022-1 A3 Series 2022-1; Class A3; 5/15/2026; 5.21% | — | — | — | $173K | <0.1% | |
| BMO 2022-C3 A2 Series 2022-C3; Class A2; 8/16/2027; 5.50% | — | — | — | $166K | <0.1% | |
| GNR 2017-99 DE Series 2017-99; Class DE; 4/20/2027; 2.50% | — | — | — | $165K | <0.1% | |
| FNR 2013-81 KA Series 2013-81; Class KA; 6/25/2027; 2.75% | — | — | — | $156K | <0.1% | |
| GNR 2021-8 TP Series 2021-8; Class TP; 5/21/2029; 2.50% | — | — | — | $152K | <0.1% | |
| FHR 4569 A Series 4569; Class A; 8/15/2025; 2.50% | — | — | — | $151K | <0.1% | |
| BANK 2023-BNK45 A2 Series 2023-BNK45; Class A2; 2/15/2028; 5.66% | — | — | — | $150K | <0.1% | |
| CNH 2024-B A3 Series 2024-B; Class A3; 4/17/2028; 5.19% | — | — | — | $150K | <0.1% | |
| FHR 5094 DA Series 5094; Class DA; 10/25/2030; 1.00% | — | — | — | $148K | <0.1% | |
| FHR 4166 PB Series 4166; Class PB; 11/17/2025; 1.75% | — | — | — | $136K | <0.1% | |
| FNR 2012-100 A Series 2012-100; Class A; 7/26/2027; 1.50% | — | — | — | $131K | <0.1% | |
| GMCAR 2022-2 A3 Series 2022-2; Class A3; 2/16/2027; 3.10% | — | — | — | $126K | <0.1% | |
| TAOT 2023-B A3 Series 2023-B; Class A3; 2/15/2028; 4.71% | — | — | — | $124K | <0.1% | |
| NAROT 2022-A A3 Series 2022-A; Class A3; 8/15/2025; 1.86% | — | — | — | $115K | <0.1% | |
| GNR 2020-74 DC Series 2020-74; Class DC; 10/20/2027; 1.00% | — | — | — | $112K | <0.1% | |
| BMWLT 2024-2 A3 Series 2024-2; Class A3; 10/25/2027; 4.18% | — | — | — | $107K | <0.1% | |
| BMWLT 2023-2 A3 Series 2023-2; Class A3; 9/25/2026; 5.99% | — | — | — | $106K | <0.1% | |
| NAROT 2022-B A3 Series 2022-B; Class A3; 2/17/2026; 4.46% | — | — | — | $101K | <0.1% | |
| FHR 4169 HM Series 4169; Class HM; 2/16/2027; 1.75% | — | — | — | $98K | <0.1% | |
| CNH 2022-B A3 Series 2022-B; Class A3; 6/15/2026; 3.89% | — | — | — | $85K | <0.1% | |
| FNR 2017-43 A Series 2017-43; Class A; 5/25/2027; 3.50% | — | — | — | $78K | <0.1% | |
| JDOT 2022-B A3 Series 2022-B; Class A3; 2/17/2026; 3.74% | — | — | — | $78K | <0.1% | |
| GNR 2020-78 HL Series 2020-78; Class HL; 5/16/2028; 1.00% | — | — | — | $75K | <0.1% | |
| JDOT 2021-B A3 Series 2021-B; Class A3; 3/17/2025; 0.52% | — | — | — | $69K | <0.1% | |
| FORDO 2023-A A3 Series 2023-A; Class A3; 8/17/2026; 4.65% | — | — | — | $67K | <0.1% | |
| FHR 4091 KC Series 4091; Class KC; 2/18/2025; 3.00% | — | — | — | $63K | <0.1% | |
| AEPTC 2019-1 A1 Series 2019-1; Class A1; 2/1/2027; 2.06% | — | — | — | $29K | <0.1% |