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Original filing (PDF)20251008135551NAL0009548288001
PG&E CORPORATION
Form 5500
FILING_RECEIVED
PG&E CORP. RETIREMENT SAVINGS PLAN FOR UNION-REPRESENTED EMPLOYEES
401(k) retirement plan
Signals · 1
12% employer stock
Active participants
17,676
Accounts w/ balance
20,021
Plan assets (EOY)
$5.0B
Net assets (EOY)
$5.0B
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
88
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 12% of plan in employer / sponsor stock.
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PG&E CORPORATION.
Plan sponsor
Name
PG&E CORPORATION
EIN
94-3234914
Address
300 LAKESIDE DRIVE · ATTENTION BENEFITS DEPARTMENT · OAKLAND, CA · 94612
Phone
(415) 973-4357
Industry
Utilitiessee all
Plan administrator
Name
EMPLOYEE BENEFIT COMMITTEE OF PG&E CORPORATION
EIN
95-3040078
City
OAKLAND, CA
Phone
(415) 973-4357
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
MAH & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $556K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | 47-5324976 | — | ADVISOR | $2.4M | — |
Investments
19 direct securities · 1 pooled fund· $9.7B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$4.8B
1 holding
Uncategorized
$4.8B
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PG & E CORP RSP MASTER TRUST PG & E CORPORATION · EIN 94-3234914 / PN 003 | Master Trust | — | — | $4.8B | 97.5% | |
| RSP LARGE STK INDEX Includes INTEREST IN CCT | — | — | — | $1.1B | 22.7% | |
| party interest, collateral, par, or maturity value BROKERAGELINK Includes FIDELITY FUND, EXTERNAL FUND, CASH, UNIT, COMMON STOCK | — | — | — | $561.8M | 11.3% | |
| RSP SMALL STK INDEX Includes INTEREST IN CCT | — | — | — | $384.1M | 7.7% | |
| RSP INT'L STK INDEX Includes INTEREST IN CCT | — | — | — | $348.0M | 7.0% | |
| RSP BOND INDEX Includes INTEREST IN CCT | — | — | — | $340.6M | 6.9% | |
| RSP TARGET DATE 2045 Includes INTEREST IN CCT | — | — | — | $275.5M | 5.5% | |
| RSP TARGET DATE 2050 Includes INTEREST IN CCT | — | — | — | $231.6M | 4.7% | |
| RSP MONEY MARKET Includes INTEREST BEARING CASH | — | — | — | $216.8M | 4.4% | |
| PG&E CORP STOCK FUND Includes CORPORATE STOCKS COMMON, INTEREST BEARING CASH | — | — | — | $209.4M | 4.2% | |
| RSP TARGET DATE 2040 Includes INTEREST IN CCT | — | — | — | $206.7M | 4.2% | |
| RSP TARGET DATE 2035 Includes INTEREST IN CCT | — | — | — | $186.2M | 3.7% | |
| RSP TARGET DATE 2030 Includes INTEREST IN CCT | — | — | — | $173.8M | 3.5% | |
| RSP TARGET DATE 2025 Includes INTEREST IN CCT | — | — | — | $145.3M | 2.9% | |
| RSP TARGET DATE 2055 Includes INTEREST IN CCT | — | — | — | $142.9M | 2.9% | |
| RSP TARGET DATE 2020 Includes INTEREST IN CCT | — | — | — | $73.6M | 1.5% | |
| RSP US GOV BOND INDX Includes INTEREST IN CCT | — | — | — | $72.5M | 1.5% | |
| RSP RET INCOME FUND Includes INTEREST IN CCT | — | — | — | $67.4M | 1.4% | |
| RSP TARGET DATE 2060 Includes INTEREST IN CCT | — | — | — | $58.7M | 1.2% | |
| RSP TARGET DATE 2065 Includes INTEREST IN CCT | — | — | — | $18.3M | 0.4% |
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