PNC
custodian39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served162-1 YoYRank #137 of mapped providers
Assets under administration$20.2B0.0%Market share · rank #685
Fees received$7MMedian $25,180/planSum across Schedule C direct + indirect
Net wins YoY-223 won · 25 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PNC plan look like?
Service mix · median fees per plan
Count of plans where PNC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment advisory (plan)Code 27 | 68 | $22,736 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 37 | $19,679 | |
Trustee (discretionary); Investment management fees paid directly by plan; Custodial (securities)Code 19 | 23 | $28,630 | |
Investment management; Investment management fees paid directly by planCode 28 | 13 | $58,948 | |
Trustee (bank, trust company, or similar financial institution); Investment advisory (plan); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the planCode 21 | 10 | $17,485 | |
Direct payment from the plan; Custodial (other than securities)Code 18 | 3 | $22,857 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $20,882 | |
Consulting (general)Code 16 | 2 | $24,373 |
Competitor overlap
Percent of PNC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PNC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDMI · 356060378-001 | Morgan Stanley | $1.3B |
GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUNDPA · 256107170-001 | John Hancock | $592M |
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PAPA · 251283169-001 | TONI DICLEMENTE | $297M |
MARYLAND ELECTRICAL IND PENSIONWV · 521057284-001 | Benefits Administrators, LLC | $289M |
IBEW LOCAL NO. 82 PENSION PLANPA · 316127268-001 | Segal Select Insurance Services | $139M |
STEEL WAREHOUSE COMPANY LLCIN · 203534605-001 | Empower | $128M |
CASH BALANCE BOARD OF NFL PLAYER CASH BALANCE PLANMD · 991250131-001 | Groom Law Group, Chartered | $127M |
BRICKLAYERS PENSION FUND TRUSTEESOH · 256121713-001 | Morrison Fiduciary Advisors | $55M |
AMERICAN CONSULTING SERVICES, INC.MN · 411646055-002 | (new plan) | $49M |
JUST BORN, INC.PA · 240625370-002 | Vanguard | $48M |
Plans lost in 2024
Appeared last year under PNC; not this year.
| Sponsor | To | Assets |
|---|---|---|
POWER DESIGN, INC.FL · 650147539-001 | CAPTRUST | $65M |
ILPEA INDUSTRIES, INC.IN · 351764586-008 | T. Rowe Price | $42M |
AMERICAN MITSUBA CORPORATIONMI · 363482743-001 | PLANT & MORAN PLLC | $40M |
MOTION & CONTROL ENTERPRISES, LLCPA · 510398076-002 | Ascensus | $33M |
MICRO ELECTRONICS, INC.OH · 311251545-001 | Merrill | $33M |
SPENCER INDUSTRIES, INC.IN · 351504846-002 | Bourgeois Bennett LLC | $19M |
THIRD SECURITY, LLCVA · 541923091-001 | Ascensus | $18M |
PACIFIC INDUSTRIES USAOH · 311253660-001 | EQUITABLE ADVISORS | $14M |
PINE ENVIRONMENTAL SERVICES, LLCNJ · 460780449-002 | StanCorp Financial Group | $9M |
CHAMPLAIN CABLE CORPORATIONVT · 510101946-006 | (new plan) | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $229,607 | 10y | 1 |
BOARD OF TRUSTEES, FELRA & UFCW PENSIONMD · 526128473-001 | $1.4B | 38,910 | $202,220 | 10y | - |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | $1.3B | 5,864 | $156,348 | 10y | - |
BOT, WA STATE PLUMBING AND PIPEFITTING INDUSTRY PENSION PLANWA · 916029141-001 | $1.3B | 10,360 | $314,943 | 2y | - |
LABORERS DISTRICT COUNCIL OF W PA PENSION FUND BOARD OF TRUSTEESPA · 256135576-001 | $948M | 16,000 | $44,686 | 6y | - |
BOARD OF TRUSTEES,IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NECAPA · 256032108-001 | $823M | 4,769 | $66,573 | 10y | - |
TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUNDIN · 516051034-001 | $639M | 6,610 | $58,948 | 1y | - |
MESSER INC.OH · 201963972-001 | $622M | 1,010 | $22,857 | 9y | - |
BOARD OF TRUSTEES OF THE INSULATORS AND ALLIED WORKERS NATIONAL PENSIOFL · 526038497-001 | $597M | 7,203 | $80,690 | 10y | - |
GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUNDPA · 256107170-001 | $592M | 21,196 | $5,778 | 8y | - |
Flag exposure
86.4%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (39)
Raw Schedule C names collapsed into PNC.
- GRAY CALLISON & CO. P.A.
- GRAY CALLISON & CO., P.A.
- GRAY CO GLOBAL ADVISORS
- PNC
- PNC - INVESTMENT MANAGEMENT
- PNC - INVESTMENT MANAGMENT
- PNC 4 BPS
- PNC ADVISORS
- PNC ADVISORS, N.A.
- PNC ASSET MANAGEMENT
- PNC CAPITAL
- PNC CAPITAL ADVISORS
- PNC CAPITAL ADVISORS LLC
- PNC CAPITAL ADVISORS, LLC
- PNC CUSTODIAN
- PNC FIRSTSIDE CENTER
- PNC FUNDS
- PNC INST'L ASSET MGMT
- PNC INSTITUTIONAL ADVISORS
- PNC INSTITUTIONAL ASSET MANAGEMENT
- PNC INSTITUTIONAL ASSET MANGEMENT
- PNC INSTITUTIONAL ASSET MGT
- PNC INSTITUTIONAL ASSET MNGMT
- PNC INSTITUTIONAL INV
- PNC INSTITUTIONAL INV.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PNC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 1.85% | 7.76% | -5.91 pp |
| Fidelity bond gap | 4 | 2.47% | 26.94% | -24.47 pp |
| Late contributions | 27 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 1 | 0.62% | 0.14% | +0.48 pp |
| Corrective distributions | 31 | 19.14% | 1.76% | +17.38 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PNC. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on PNC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Chartwell Investment Partners | 11 | 6.8% |
| The Segal Company | 8 | 4.9% |
| Inter-Continental Real Estate Corp | 6 | 3.7% |
| Loomis Sayles | 6 | 3.7% |
| Investment Performance Services LLC | 5 | 3.1% |
| Mariner Institutional | 5 | 3.1% |
| Segal Marco Advisors | 5 | 3.1% |
| Boyd Watterson Asset Management LLC | 4 | 2.5% |
| Buck Global LLC | 4 | 2.5% |
| WTW | 4 | 2.5% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).