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

Retirement Plan for Employees of Pricewaterhousecoopers LLP

Corporate pensionTampa, FL
Assets
$91.4M
Total assets, Jun 30, 2023 reported
Funded
83.8%
Jul 1, 2022
Private markets target
n/a
policy Jun 30, 2023
Commitments
0
none on the tape
Plan sponsor: Pricewaterhousecoopers LLP
Allocation policy
Form 5500, as of Jun 30, 2023
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.2%
  • Registered investment companies 98.8%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
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
11 readings
Total assets
$91.4M Jun 30, 2023 reported Form 5500
Plan assets
$97.2M Jul 1, 2022 reported Form 5500
Net assets
$91.4M Jun 30, 2023 reported Form 5500
Funded ratio
83.8% Jul 1, 2022 reported Form 5500
Funding target
$95.9M Jul 1, 2022 reported Form 5500
Discount rate
4.80% Jul 1, 2022 reported Form 5500
Participants
1,497 Jul 1, 2022 reported Form 5500
Contributions
$1.3M Jun 30, 2023 reported Form 5500
Benefits paid
$7.0M Jun 30, 2023 reported Form 5500
Net investment income
$-5.8M Jun 30, 2023 reported Form 5500
Investment management fees
$64,874 Jun 30, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Jun 30, 20231,497$97.2M$95.9M83.8%$91.4M$0n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Alight Solutions, LLC codes 13 50 $70,549 PY2022
  • SEI Investments codes 28 51 $59,392 PY2022
  • Winklevoss Technologies, LLC codes 13 50 $32,663 PY2022
  • Grant Thornton LLP codes 10 50 $7,500 PY2022
  • Bank of New York Mellon codes 28 51 $5,482 PY2022
  • PWC US Tax LLP codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 134008324-001
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.