Original filing (PDF)20251202132214NAL0006111907001

The Watson Institute

Name: The Watson Institute — Retirement Plan for Employees, Form 5500 (2024)
Creator: The Watson Institute
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Retirement Plan for Employees of the Watson Institute

Defined-benefit pension plan · The Watson Institute's Retirement Plan for Employees of the Watson Institute held $48.5M in plan assets for 51 participants in 2024.

Signals · 1

10% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$48.5M

Net assets (EOY)

$48.5M

How this plan invests

This plan

159 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WATSON INSTITUTE.

Plan sponsor

Name

THE WATSON INSTITUTE

EIN

25-1561504all filings

Address

301 CAMP MEETING ROAD · SEWICKLEY, PA · 151438773

Phone

(412) 741-1800

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-02

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

SCHNEIDER DOWNS & CO INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC	22-1146430	—	NONE	$137K	—

Investments

159 direct securities· $45.4M(94% of reported assets)

Bonds / Notes

$23.1M

113 holdings

U.S. Treasuries

$9.2M

15 holdings

Common Stocks

$4.9M

22 holdings

Common Collective Trusts

$3.4M

1 holding

Other securities

$2.8M

6 holdings

Cash / Money Market

$1.1M

1 holding

Mutual Funds

$824K

1 holding

					% of plan
Fidelity Total Market Idx - FAI Mutual Funds	Common Collective Trusts	—	$3.4M	$3.4M	7.1%
USA Treasury Notes 03.75% Due 08/15/2041 Treasury Bonds	U.S. Treasuries	—	$2.7M	$2.4M	5.0%
USA Treasury Notes 03.625% Due 02/15/2053 Treasury Bonds	U.S. Treasuries	—	$1.6M	$1.4M	3.0%
USA Treasury Notes 04.500% Due 05/15/2038 Treasury Bonds	U.S. Treasuries	—	$1.5M	$1.3M	2.7%
Federated Govt. Money Market Fund Money Market Fund	Cash / Money Market	—	$1.1M	$1.1M	2.3%
Prime Property Fund Llc Real Estate Income Fund	Other securities	—	$2.2M	$997K	2.1%
USATreasury Notes 01.875% Due 11/15/2051 Treasury Bonds	U.S. Treasuries	—	$962K	$826K	1.7%
Dodge & Cox International Stock Fund #1048 Mutual Funds	Mutual Funds	—	$476K	$824K	1.7%
American Europacific Growth Fund Class-R6 Mutual Funds	Other securities	—	$589K	$778K	1.6%
USA Treasury Notes 02.875% Due 05/15/2043 Treasury Bonds	U.S. Treasuries	—	$753K	$694K	1.4%
Citigroup Inc Call 11/03/2031 Unsc Var% Due 11/03/2032 Corporate Bonds	Common Stocks	—	$622K	$669K	1.4%
USA Treasury Notes 04.250% Due 08/15/2054 Treasury Bonds	U.S. Treasuries	—	$599K	$603K	1.2%
Goldman Sachs Group Inc Call 02/24/2032 Unsc Var% Due 02/24/2033 Corporate Bonds	Common Stocks	—	$560K	$599K	1.2%
Bank Of America Corporation Sr Unsec Call 03/11/2051 @ 100 Var% Due 03/13/2052 Corporate Bonds	Common Stocks	—	$599K	$571K	1.2%
Morgan Stanley Sr Unsec Call 01/25/2051 @ 100 Var% Due 01/25/2052 Corporate Bonds	Other securities	—	$619K	$569K	1.2%
Jp Morgan Chase & Co Sr Unsec Call 04/22/50 @ 100 Var% Due 04/22/2051 Corporate Bonds	Common Stocks	—	$594K	$565K	1.2%
USA Treasury Notes 02.875% Due 05/15/2032 Treasury Bonds	U.S. Treasuries	—	$559K	$532K	1.1%
Conocophillips Notes 06.500% Due 02/01/2039 Corporate Bonds	Bonds / Notes	—	$542K	$507K	1.0%
Comcast Corp Call 09/01/2037 Unsc 03.900% Due 03/01/2038 Corporate Bonds	Bonds / Notes	—	$487K	$470K	1.0%
Duke Energy Carolinas Call 10/15/2050 Mort 03.450% Due 04/15/2051 Corporate Bonds	Bonds / Notes	—	$553K	$467K	1.0%
Wells Fargo & Company Call 04/24/2033 Unsc Var% Due 04/24/2034 Corporate Bonds	Common Stocks	—	$435K	$445K	0.9%
USA Treasury Notes 02.500% Due 02/15/2045 Treasury Bonds	U.S. Treasuries	—	$564K	$433K	0.9%
United Parcel Service Call 09/03/2052 Unsc 05.050% Due 03/03/2053 Corporate Bonds	Bonds / Notes	—	$453K	$423K	0.9%
Berkshire Hathaway Energ Ser Wi Call 11/15/2050 02.850% Due 05/15/2051 Corporate Bonds	Bonds / Notes	—	$433K	$404K	0.8%
Florida Power Light Co Call 06/04/2051 Mort 02.875% Due 12/04/2051 Corporate Bonds	Bonds / Notes	—	$454K	$394K	0.8%
Virginia Elec & Power Co Ser C Call 11/15/2051 04.625% Due 05/15/2052 Corporate Bonds	Bonds / Notes	—	$411K	$378K	0.8%
Toronto-Dominion Bank Sedol 2Kqbly6 Isin Us89115A2M37 05.156% Due 01/10/2028 Corporate Bonds	Bonds / Notes	—	$368K	$367K	0.8%
Prologis Lp Call 01/15/2030 Unsc 02.250% Due 04/15/2030 Corporate Bonds	Bonds / Notes	—	$338K	$364K	0.7%
Verizon Communications Unsc 05.250% Due 03/16/2037 Corporate Bonds	Bonds / Notes	—	$393K	$353K	0.7%
Dte Electric Co Call 10/01/2052 Mort 05.400% Due 04/01/2053 Corporate Bonds	Bonds / Notes	—	$361K	$351K	0.7%
State Street Corp Call 08/04/2032 Unsc Var% Due 08/04/2033 Corporate Bonds	Common Stocks	—	$344K	$351K	0.7%
Johnson & Johnson Call 09/01/2035 @ 100.000 Unsc 03.550% Due 03/01/2036 Corporate Bonds	Bonds / Notes	—	$366K	$343K	0.7%
Visa Inc Call 06/14/2035 @ 100.000 Unsc 04.150% Due 12/14/2035 Corporate Bonds	Bonds / Notes	—	$367K	$338K	0.7%
Shell International Fin Sr Notes 06.375% Due 12/15/2038 Corporate Bonds	Bonds / Notes	—	$331K	$333K	0.7%
Pfizer Inc Call 11/28/2039 Unsc 02.550% Due 05/28/2040 Corporate Bonds	Bonds / Notes	—	$336K	$330K	0.7%
Burlingtn North Santa Fe Call 03/01/2044 @ 100.000 Unsc 04.550% Due 09/01/2044 Corporate Bonds	Bonds / Notes	—	$388K	$328K	0.7%
Consolidated Edison Co O Call 06/01/2054 @ 100.000 Unsc 04.625% Due 12/01/2054 Corporate Bonds	Bonds / Notes	—	$332K	$320K	0.7%
Kla Corp Call 01/15/2052 Unsc 04.950% Due 07/15/2052 Corporate Bonds	Bonds / Notes	—	$336K	$319K	0.7%
Aep Transmission Co Llc Ser O Call 12/01/2051 04.500% Due 06/15/2052 Corporate Bonds	Bonds / Notes	—	$339K	$315K	0.6%
Nstar Electric Co Call 03/15/2052 Unsc 04.950% Due 09/15/2052 Corporate Bonds	Bonds / Notes	—	$350K	$310K	0.6%
Apple Inc Call 02/08/2052 Unsc 03.950% Due 08/08/2052 Corporate Bonds	Bonds / Notes	—	$361K	$303K	0.6%
Nisource Inc Call 10/01/2054 Unsc 05.850% Due 04/01/2055 Corporate Bonds	Bonds / Notes	—	$293K	$302K	0.6%
Marriott International Unsc 05.500% Due 04/15/2037 Corporate Bonds	Bonds / Notes	—	$299K	$300K	0.6%
Walmart Inc Call 03/22/2051 Unsc 02.650% Due 09/22/2051 Corporate Bonds	Bonds / Notes	—	$384K	$291K	0.6%
Public Service Colorado Ser 39 Call 12/01/2051 04.500% Due 06/01/2052 Corporate Bonds	Bonds / Notes	—	$339K	$281K	0.6%
Microsoft Corp Call 09/17/2051 Unsc 02.921% Due 03/17/2052 Corporate Bonds	Bonds / Notes	—	$303K	$272K	0.6%
Atmos Energy Corp Call 08/15/2033 Unsc 05.900% Due 11/15/2033 Corporate Bonds	Bonds / Notes	—	$250K	$268K	0.6%
Truist Financial Corp Ser Mtn Call 10/28/2032 Var% Due 10/28/2033 Corporate Bonds	Common Stocks	—	$260K	$266K	0.5%
Keurig Dr Pepper Inc Call 02/15/2035 Unsc 05.150% Due 05/15/2035 Corporate Bonds	Bonds / Notes	—	$259K	$259K	0.5%
Valero Energy Corp Bds 06.625% Due 06/15/2037 Corporate Bonds	Bonds / Notes	—	$267K	$258K	0.5%