Pacific Gas And Electric Company Retirement Plan
Sponsored by Pacific Gas And Electric Company · EIN 940742640 · Plan #001
- Total assets
- $17.6B
- Net assets
- $17.5B
- Active participants
- 28,573
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Numeric Investors Llc CRD 131684 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| Rreef America L.L.C. CRD 109596 | deterministic · 100% | 2024 |
| Aqr Capital Management, Llc CRD 111883 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Oaktree Capital Management, L.P. CRD 106793 | fuzzy_auto · 93% | 2024 |
| First Sentier Infrastructure Managers (International) Limited CRD 283669 | deterministic · 100% | 2024 |
| Adelante Capital Management Llc CRD 107382 | fuzzy_auto · 96% | 2024 |
| Nuveen Asset Management, Llc CRD 155584 | fuzzy_auto · 95% | 2024 |
| Timessquare Capital Management, Llc CRD 132694 | fuzzy_auto · 96% | 2024 |
| Deprince, Race & Zollo, Inc. CRD 112099 | fuzzy_auto · 97% | 2024 |
| Legato Capital Management, Llc CRD 131704 | fuzzy_auto · 95% | 2024 |
| Pugh Capital Management, Inc. CRD 111765 | fuzzy_auto · 95% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | fuzzy_auto · 98% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Plan administrator, Consulting (general) | $3,826,527 |
| Pimco | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,302,917 |
| Nisa Investment Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,220,492 |
| Blackrock Financial | Trustee (institutional), Trustee (discretionary), Investment management | $2,105,258 |
| Numeric Investors Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,022,855 |
| Dodge & Cox | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,998,906 |
| Wellington Management Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,636,125 |
| Legal & General Investment | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,557,695 |
| Russell Implementation Svcs | Investment management, Product termination fees, Securities brokerage commissions | $1,480,854 |
| Rreef America L.L.C. | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,321,455 |
| Aqr Capital Management | Investment management, Direct payment from the plan, Investment management fees (indirect) | $1,174,413 |
| T. Rowe Price | Trustee (institutional), Trustee (discretionary), Investment management | $1,134,717 |
| Bank Of New York Mellon | Trustee (directed), Direct payment from the plan, Shareholder servicing fees | $1,100,622 |
| Oaktree Capital Mgmt Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $962,625 |
| First Sentier Investors | Investment management, Direct payment from the plan, Investment management fees (direct) | $864,585 |
| Adelante Capital Mgmt Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $813,820 |
| Nuveen Asset Mgmt Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $813,653 |
| Groom Law Group, Chartered | Legal, Direct payment from the plan | $644,677 |
| Timessquare Capital Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $456,427 |
| Deprince, Race & Zollo, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $317,476 |
| Legato Capital Mgmt Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $215,932 |
| Pugh Capital Mgmt, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $170,303 |
| Rhumbline Advisors | Investment management, Direct payment from the plan, Investment management fees (direct) | $159,080 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $78,280 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $51,359 |
| Apex Custodian Monitoring Services | Consulting (general), Direct payment from the plan, Consulting fees | $36,078 |
| Pacific Gas & Electric | Plan administrator, Direct payment from the plan, Account maintenance fees | $35,134 |
| Evestment Alliance, Llc | Other services, Direct payment from the plan | $28,187 |
| Msci | Investment management, Direct payment from the plan | $12,567 |
| Brege Communications Inc. | Consulting (general), Participant communication, Direct payment from the plan | $5,650 |