Retirement Plan for Employees of Pwc
Corporate pension, based in Tampa, Florida, reporting $85.3M in assets, for 1,345 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, State Street Bank and Trust Company appears on Retirement Plan for Employees of Pwc's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
9 connected entities
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
- Service provider
- Organization
›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
- U.S. Government securities 15.9%
- Registered investment companies 83.6%
Consultants and advisers
- 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
+1 more consultant or adviser 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
- AON Investments USA Incplan years 2025
- SEI Investment Companyplan years 2024
What changed
- 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)
Commitments
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 Jun 30, 2025 | 1,345 | $86.2M | $88.9M | 82.8% | $85.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,428 | $91.4M | $88.8M | 86.6% | $86.2M | Not disclosed | Not disclosed | Not disclosed |
- 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
+9 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
Not yet on record: fund commitments.
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+1 more change on this record's ledger
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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
+7 connections on the graph
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