2 more managers and 5 more commitments
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 $249/month unless canceled.
Retirement Accumulation Plan for Partners of Pwc
Corporate pension, based in Tampa, Florida, reporting $2.7B in assets, for 4,339 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.7B
- Funded ratio
- 136.5%
- Fund commitments
- 5
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Jun 2025, Retirement Accumulation Plan for Partners of Pwc first reports an interest in BNY Mellon/walter Scott Glb Eq (BNY Mellon): $315M at 2025-06-30.
Capital path
who backs this record, through what, into what; each name opens its own path- U.S. Reit Cit Fund2 commitments
- UBS Trumbull Diversified Property2 commitments
- Ssga All Cap Equity Index Securitie2 commitments
- Principal Global Investors LLC2 commitments
- Ubs2 commitments
- State Street Global Advisors Trust Company2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.7%
- U.S. Government securities 9.3%
- Other investments 1.7%
- Partnership/joint venture interests 7.9%
- Common/collective trusts 30.8%
- Registered investment companies 39.8%
- PWC US Consulting LLP Actuarythrough Jun 30, 2024 Form 5500
- Principal Global Investors LLC2 rows, latest Jun 30, 2025
- Ubs2 rows, latest Jun 30, 2025
- State Street Global Advisors Trust Company2 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Principal Global Investors LLCplan years
- Parametric Portfolio Assoc.plan years 2024
- Jun 30, 2025Holding startedRetirement Accumulation Plan for Partners of Pwc first reports an interest in BNY Mellon/walter Scott Glb Eq (BNY Mellon): $315M at 2025-06-30with BNY Mellonaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceRetirement Accumulation Plan for Partners of Pwc no longer reports U.S. Long Govt Bond Index Sec Lend (State Street - Russell 2000) (last held $759M at 2024-06-30; absent from the 2025-06-30 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Jun 30, 2025Assets changedRetirement Accumulation Plan for Partners of Pwc total assets $2.2B -> $2.7B (+19.0%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedRetirement Accumulation Plan for Partners of Pwc funded ratio 133.6% -> 136.5% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedRetirement Accumulation Plan for Partners of Pwc plan assets $1.8B -> $2.3B (+24.6%, 2023-07-01 to 2024-07-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | U.S. Reit Cit Fundcollective trust | Principal Global Investors LLC | Real estate | $59.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | UBS Trumbull Diversified Propertycollective trust | Ubs | Real estate | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ssga All Cap Equity Index Securitiecollective trust | State Street Global Advisors Trust Company | Public equity | $440M held | Disclosed holding | askebsa.dol.gov |
+5 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 $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 4,339 | $2.3B | $1.7B | 136.5% | $2.7B | $209M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 4,208 | $1.8B | $1.4B | 133.6% | $2.2B | $119M | Not disclosed | Not disclosed |
- Parametric Portfolio Assoc. codes 28 51 $48,898 PY2024
- UBS Trumbull Div Property Sched. D C $6.2M PY2024
- U.S. Reit Cit Fund Sched. D C $59.8M PY2024
+14 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Record history
- Holding in a pooled vehicle started2025-06-30source
- Holding in a pooled vehicle ended2025-06-30source
- Funded status changed2024-07-01source
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.