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 Pwc
Corporate pensionTampa, FL
Assets
$85.3M
Total assets, Jun 30, 2025 reported
Funded
82.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: PWC US Group LLP
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- U.S. Government securities 15.9%
- Registered investment companies 83.6%
Consultants and advisers
4 firms
- State Street Global Advisors Custodianthrough Jun 30, 2025 Form 5500
- PWC US Consulting LLP Actuarythrough Jun 30, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Jun 30, 2024 Form 5500
- USI Consulting Group Actuarythrough Jun 30, 2024 Form 5500
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)
- AON Investments USA Incplan years 2025
- SEI Investment Companyplan years 2024
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,345 | $86.2M | $88.9M | 82.8% | $85.3M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,428 | $91.4M | $88.8M | 86.6% | $86.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions codes 15 50 99 $183,891 PY2024
- SEI Investments codes 28 51 $128,850 PY2024
- Grant Thornton LLP codes 10 50 $77,211 PY2024
- AON Investments USA Inc codes 28 51 $30,314 PY2024
- State Street Bank and Trust Company codes 19 21 28 50 59 62 $7,791 PY2024
- USI Consulting Group codes 11 28 50 $5,033 PY2024
- PWC US Consulting LLP codes 11 PY2024
- SEI Investments codes 28 51 $225,490 PY2023
- Grant Thornton LLP codes 10 50 $114,561 PY2023
- Bank of New York Mellon codes 19 28 50 59 62 $13,760 PY2023
- USI Consulting Group codes 11 28 50 $10,426 PY2023
- PWC US Consulting LLP codes 11 PY2023
What changed
4 events
- Dec 31, 2024Manager relationship startedState Street Bank and Trust Company appears on Retirement Plan for Employees of Pwc's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBank of New York Mellon no longer appears on Retirement Plan for Employees of Pwc's Schedule C as investment manager (plan year 2024 vs 2023)with Bank of New York Mellonaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAON Investments USA Inc appears on Retirement Plan for Employees of Pwc's Schedule C as investment manager (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Jul 1, 2024Funded status changedRetirement Plan for Employees of Pwc funded ratio 86.6% -> 82.8% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 920400838-001
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.