1 more adviser, 2 more managers, 53 more commitments and 11 more dated events
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Retirement Benefit Accumulation Plan for Employees of Pwc
Corporate pension, based in Tampa, Florida, reporting $1.9B in assets, for 16,152 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.9B
- Funded ratio
- 80.8%
- Fund commitments
- 25
- Managers
- 2
Nothing material in the last 90 days. Last change: 30 Jun 2025, Retirement Benefit Accumulation Plan for Employees of Pwc no longer reports Ssga All Cap Equity Index Securitie (State Street Gbl Equity) (last held $95M at 2024-06-30; absent from the 2025-06-30 filing).
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment3 commitments
- Northern Trust Eafe Index3 commitments
- NT Collective S&p 500 Index Nl3 commitments
- State Street Global Advisors Trust Company36 commitments
- Northern Trust Investments, Inc.15 commitments
- State Street Global Advisors Trust2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.0%
- U.S. Government securities 2.2%
- Common/collective trusts 70.3%
- Master trust investment accounts 8.7%
- Registered investment companies 18.7%
- 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, 2023 Form 5500
+1 more consultant or adviser advise this allocator
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- State Street Global Advisors Trust Company36 rows, latest Jun 30, 2025
- Northern Trust Investments, Inc.15 rows, latest Jun 30, 2025
- State Street Global Advisors Trust2 rows, latest Jun 30, 2025
+2 more managers received commitments
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- Bank of New York Mellonplan years 2025
- USI Consulting Groupplan years 2025
- AON Investments USA Incplan years 2023
+3 more Schedule C managers
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- Jun 30, 2025Holding endedinferenceRetirement Benefit Accumulation Plan for Employees of Pwc no longer reports Ssga All Cap Equity Index Securitie (State Street Gbl Equity) (last held $95M at 2024-06-30; absent from the 2025-06-30 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceRetirement Benefit Accumulation Plan for Employees of Pwc no longer reports UBS Trumbull Diversified Property (Ubs) (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)with Ubsaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceRetirement Benefit Accumulation Plan for Employees of Pwc no longer reports State Street Real Asset Non-Lending (State Street Gbl Equity) (last held $9M at 2024-06-30; absent from the 2025-06-30 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceRetirement Benefit Accumulation Plan for Employees of Pwc no longer reports U.S. Long Govt Bond Index Sec Lend (State Street - Russell 2000) (last held $14M at 2024-06-30; absent from the 2025-06-30 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedUSI Consulting Group appears on Retirement Benefit Accumulation Plan for Employees of Pwc's Schedule C as investment manager (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
+11 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $191M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Northern Trust Eafe Indexcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $74.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NT Collective S&p 500 Index Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $714M held | Disclosed holding | askebsa.dol.gov |
+53 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 16,152 | $1.9B | $1.9B | 80.8% | $1.9B | Not disclosed | $169M | Not disclosed |
| 2023 to Jun 30, 2024 | 16,853 | $1.9B | $1.9B | 80.7% | $1.9B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 17,431 | $1.9B | $1.7B | 79.5% | $1.9B | $0 | Not disclosed | Not disclosed |
- Alight Solutions LLC codes 15 50 99 $801,426 PY2024
- SEI Investments codes 28 51 $198,764 PY2024
- Grant Thornton LLP codes 10 50 $117,068 PY2024
+103 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2024-06-30source
- Holding in a pooled vehicle ended2025-06-30source
- Holding in a pooled vehicle ended2024-06-30source
+15 more changes 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
+12 connections on the graph
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