Pacific Gas and Electric Company Retirement Plan
Corporate pension, based in Oakland, California, reporting $18B in assets, for 57,863 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Brege Communications Inc. appears on Pacific Gas and Electric Company Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023).
5 more advisers, 18 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell Dev Ex-Us Large Cap Inx Nl3 commitments
- Msci World Ex-Us Index Fund3 commitments
- Long Duration Alphacredit Fund3 commitments
- Blackrock Institutional Trust Company, N.A.12 commitments
- T. Rowe Price Trust Company3 commitments
- Numeric Investors LLC3 commitments
Relationship network
53 connected entities21 observed commitments11 repeat counterparties19 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.0%
- U.S. Government securities 0.1%
- Common/collective trusts 2.9%
- Master trust investment accounts 95.2%
- Common stock 0.1%
Consultants and advisers
- Brege Communications Inc. General consultantthrough Dec 31, 2024 Form 5500
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Apex General consultantthrough Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Blackrock Institutional Trust Company, N.A.12 rows, latest Dec 31, 2024
- T. Rowe Price Trust Company3 rows, latest Dec 31, 2024
- Numeric Investors LLC3 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Prudential Insurance Company of Ameplan years 2023
+21 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceBrege Communications Inc. appears on Pacific Gas and Electric Company Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Brege Communications Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe Prudential Insurance no longer appears on Pacific Gas and Electric Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Insurance Company of Ameaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJpmorgan Chase Bank, National Assoc no longer appears on Pacific Gas and Electric Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePayden & Rygel no longer appears on Pacific Gas and Electric Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Payden & Rygelaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedThe Prudential Insurance appears on Pacific Gas and Electric Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Prudential Insurance Company of Ameaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell Dev Ex-Us Large Cap Inx Nlcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $295,204 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci World Ex-Us Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $91.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Alphacredit Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $143M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 57,863 | $17B | $16B | 100.6% | $18B | Not disclosed | $17B | Not disclosed |
| 2023 to Dec 31, 2023 | 56,473 | $17B | $15B | 98.7% | $18B | Not disclosed | $17B | Not disclosed |
| 2022 to Dec 31, 2022 | 55,960 | $22B | $15B | 116.6% | $17B | Not disclosed | $16B | Not disclosed |
- Willis Towers Watson US LLC codes 11 14 16 17 38 50 70 $3.8M PY2024
- Pimco codes 28 50 51 52 $2.3M PY2024
- Nisa Investment Advisors, LLC codes 28 50 51 $2.2M PY2024
+119 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Pacific Gas and Electric Company Retirement Plan sits on 12 traced paths of capital across the graphs.
DFX traced 12 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+6 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+33 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.