PNC BANK, N.A.
115 known aliases resolved via the canonical alias map
Market position · 2024
Plans served421+24 YoYRank #66 of mapped providers
Assets under administration$107.9B0.1%Market share · rank #128
Fees received$20MMedian $26,631/planSum across Schedule C direct + indirect
Net wins YoY+2478 won · 54 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 BANK, N.A. plan look like?
Service mix · median fees per plan
Count of plans where PNC BANK, N.A. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 121 | $25,582 | |
Trustee (discretionary); Other investment fees and expenses; Custodial (securities)Code 19 | 83 | $27,131 | |
Trustee (bank, trust company, or similar financial institution); Other fees; Investment managementCode 21 | 52 | $41,303 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 41 | $20,768 | |
Soft dollars commissions; Direct payment from the plan; Investment management; Investment management fees paid indirectly by plan; Float revenueCode 28 | 38 | $37,414 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Recordkeeping fees; Other feesCode 15 | 17 | $20,735 | |
Trustee (bank, trust company, or similar financial institution); Custodial (other than securities); Direct payment from the planCode 18 | 16 | $22,258 | |
Trustee (directed); Investment management; Investment management fees paid indirectly by plan; Direct payment from the planCode 25 | 16 | $10,214 |
Competitor overlap
Percent of PNC BANK, N.A.'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 BANK, N.A..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | ZENITH AMERICAN SOLUTIONS | $5.4B |
AMICA MUTUAL INSURANCE COMPANYRI · 050348344-001 | GLC DIRECT CREDIT FUND LP | $1.7B |
BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDMI · 356060378-001 | MORGAN STANLEY SMITH BARNEY | $1.3B |
TRUSTEES OF THE ROCKY MOUNTAIN UFCW PENSION PLAN C/O ZENITH AMERICAN SCO · 846045986-001 | PANAGORA ASSET MANAGEMENT | $1.3B |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | ABERDEEN ASSET MANAGEMENT, INC. | $1.3B |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | SOUTHERN BENEFIT ADMINISTRATORS | $1.2B |
GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUNDPA · 256107170-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $592M |
MSA WORLDWIDE, LLCPA · 464914866-001 | SANDERS CAPITAL, LLC | $575M |
TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUNDMI · 386233977-001 | TIC INTERNATIONAL CORPORATION | $545M |
SYLVAMO NORTH AMERICA, LLCTN · 472346896-020 | GREAT-WEST LIFE & ANNUITY INSURANCE | $415M |
Plans lost in 2024
Appeared last year under PNC BANK, N.A.; not this year.
| Sponsor | To | Assets |
|---|---|---|
HIGHMARK HEALTHPA · 453674900-333 | NEPC, LLC | $3.3B |
COMFORT SYSTEMS USA, INC.TX · 760526487-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $941M |
PRATT INDUSTRIES U.S.A., INC.GA · 980070672-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $476M |
SHEET METAL WORKERS PENSION FUND OF LOCAL UNIONPA · 231494364-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $470M |
ATLANTA PLUMBERS & STEAMFITTERS PENSION FUNDFL · 581233396-001 | CONSTITUTION CAPITAL PARTNERS | $416M |
BOARD OF TRUSTEES PAINTERS DISTRICT COUN NO. 30 PENSION FUNDIL · 366491120-001 | SMART SOURCE LLC | $395M |
BRONSON HEALTHCARE GROUP, INC.MI · 382418383-004 | MILLER KAPLAN ARASE LLP | $306M |
TRUSTEES OF THE PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNIONFL · 596165026-001 | NATIONAL EMPLOYEE BENEFIT ADMIN | $141M |
BD TEES ASBESTOS WRKS L 24 PEN FDMD · 526117923-001 | THE BANK OF NEW YORK MELLON | $90M |
NATIONAL FOOTBALL LEAGUENY · 131922622-012 | SNYDER CAPITAL MANAGEMENT | $85M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-001 | $10.2B | 75,644 | $187,650 | 10y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $356,497 | 10y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $478,586 | 10y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $126,379 | 10y | - |
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $143,394 | 1y | - |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $0 | 8y | - |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $178,323 | 2y | - |
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | $2.7B | 24,600 | $132,962 | 4y | - |
MULTIPLE EMPLOYERSMD · 521061906-002 | $2.2B | 11,358 | $309,035 | 10y | - |
AMICA MUTUAL INSURANCE COMPANYRI · 050348344-001 | $1.7B | 5,706 | $6,672 | 1y | - |
Flag exposure
86.9%Market: 89.2%
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 (115)
Raw Schedule C names collapsed into PNC BANK, N.A..
- AFL-CIO/PNC BANK
- BBVA COMPASS
- BBVA COMPASS BANCSHARES INC.
- BBVA COMPASS BANCSHARES, INC.
- BBVA COMPASS BANK
- BBVA COMPASS INS AGENCY INC
- BBVA COMPASS INSURANCE AGENCY
- BBVA COMPASS INSURANCE AGENCY INC
- BBVA COMPASS INSURANCE AGENCY INC.
- BBVA COMPASS INVESTMENT SOLUTIONS
- BBVA COMPASS INVESTMENT SOLUTIONS I
- BBVA COMPASS INVESTMENT SOLUTIONS,
- BOSTON MID CAP PNC
- CHARTWELL INVESTMENT PARTNERS - PNC
- EAGLE PNC
- PNC
- PNC - INVESTMENT MANAGEMENT
- PNC - INVESTMENT MANAGMENT
- PNC 4 BPS
- PNC ADVISORS
- PNC ADVISORS, N.A.
- PNC AFL-CIO BUILDING INVESTMENT TRU
- PNC ASSET MANAGEMENT
- PNC BAK, N.A.
- PNC BAMK, N.A.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 BANK, N.A.'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 | 12 | 2.85% | 7.76% | -4.91 pp |
| Fidelity bond gap | 5 | 1.19% | 26.94% | -25.75 pp |
| Late contributions | 57 | 13.54% | 1.71% | +11.83 pp |
| Failed to provide benefit | 3 | 0.71% | 0.14% | +0.57 pp |
| Corrective distributions | 52 | 12.35% | 1.76% | +10.59 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 BANK, N.A.. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 pp vs incumbent
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).