Regions Financial Corporation Retirement Plan
Corporate pension, based in Birmingham, Alabama, reporting $1.2B in assets, for 13,886 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Regions Financial Corporation Retirement Plan no longer reports Castleark Collective Investment (last held $14M at 2023-12-31; absent from the 2024-12-31 filing).
1 more adviser, 2 more managers, 10 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Msci US Equity Index Fund B3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Harding Loevner International Equit2 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- J.P. Morgan Chase3 commitments
- Harding Loevner LP2 commitments
Relationship network
34 connected entities13 observed commitments10 repeat counterparties11 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.7%
- Corporate debt instruments (other) 43.6%
- U.S. Government securities 23.0%
- Employer securities 3.7%
- Other investments 1.2%
- Partnership/joint venture interests 2.7%
- Common/collective trusts 14.7%
- Registered investment companies 4.0%
- Common stock 2.6%
- Real estate (other than employer real property) 2.1%
Consultants and advisers
- Dimensional Fund Advisors, LP Investment adviser (plan)through Dec 31, 2024 Form 5500
- Callan LLC General consultantthrough Dec 31, 2022 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- Harding Loevner LP2 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Harding Loevner LPplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceRegions Financial Corporation Retirement Plan no longer reports Castleark Collective Investment (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)with Castleark Collective Investmentaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRegions Financial Corporation Retirement Plan no longer reports The Small Cap Value Subtrust (DFA - the Small Cap Subtrust) (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)with DFA - the Small Cap Subtrustaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAtlanta Capital appears on Regions Financial Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Atlanta Capital Management Co., LLCaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRegions Financial Corporation Retirement Plan no longer reports Wtc-Cif II Long Bond Portfolio (Wellington Fd) (last held $263M at 2022-12-31; absent from the 2023-12-31 filing)with Wellington Trust Company, Naaskebsa.dol.gov
- Dec 31, 2023Holding startedRegions Financial Corporation Retirement Plan first reports an interest in Harding Loevner International Equit: $53M at 2023-12-31with Harding Loevner International Equitaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Harding Loevner International Equitcollective trust | Harding Loevner LP | Pooled vehicles | $44.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci US Equity Index Fund Bcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $104M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $20.4M held | Disclosed holding | askebsa.dol.gov |
+10 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 13,886 | $1.2B | $991M | 104.5% | $1.2B | $30.7M | Not disclosed | $24.0M |
| 2023 to Dec 31, 2023 | 14,271 | $1.2B | $1.0B | 102.8% | $1.2B | $40.7M | Not disclosed | $26.8M |
| 2022 to Dec 31, 2022 | 14,749 | $1.7B | $1.1B | 116.2% | $1.2B | $47.1M | Not disclosed | $30.9M |
- Legal & General Investment Manageme codes 28 50 $455,984 PY2024
- Telus Health codes 38 50 $421,675 PY2024
- Callan Associates, Inc. codes 16 50 $206,933 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Regions Financial Corporation Retirement Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+14 connections on the graph
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