# Regions Financial Corporation Retirement Plan for Associates

Regions Financial Corporation Retirement Plan for Associates is a Pension Fund based in Birmingham, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** 1900 5th Ave N, Birmingham, Alabama, United States
- **Assets under management:** 1.5B (Altss estimate)
- **Website:** regions.com
- **LinkedIn:** https://www.linkedin.com/company/regions-financial-corporation

## Regulatory record

- **Reports private funds:** No

## About

The Regions Financial Corporation Retirement Plan for Associates is a defined benefit pension plan. It was established to provide retirement benefits to associates of the sponsor bank. The plan deploys capital into common and collective trusts representing 59% of assets, partnership and joint venture interests at 19%, and smaller sleeves in corporate debt, U.S. government securities, and common stocks. Geographic exposure centers on the United States with limited global partnership holdings. The Regions Financial Corporation Master Trust holds the real estate allocation. The plan lists no disclosed headcount for dedicated staff. It participates in the RBC Global Financial Institutions Conference as an attendee. The sponsor maintains the Regions Foundation, established in 2006, which directs grants toward economic development and education across 16 states. The plan sits inside the corporate structure of a publicly traded regional bank rather than operating as an independent allocator. Investment decisions align with the sponsor's SASB and TCFD reporting commitments.

## Sectors

- Private Credit
- Real Estate

## People

- John M. Turner Jr. — Chairman, President, and CEO of Regions Financial Corporation

## Questions

### Who sponsors the Regions Financial Corporation Retirement Plan for Associates?

Regions Financial Corporation serves as plan sponsor and maintains oversight through its executive leadership.

### What asset classes appear in the plan's allocation?

Common and collective trusts form the largest portion, followed by partnership interests, corporate debt, U.S. government securities, and common stocks.

### Does the plan hold direct real estate?

The plan holds indirect real estate exposure through the Regions Financial Corporation Master Trust, classified as commercial property in the United States.

### How is the plan connected to Regions Foundation?

The foundation is a separate nonprofit funded by Regions Bank that supports community programs; the pension plan itself does not administer foundation grants.

### Which service providers support the plan?

Ernst & Young acts as independent auditor, BlackRock provides the Aladdin platform, Regions Bank serves as trustee and custodian, and Vanguard supplies mutual funds.

## Related profiles

- [Teamsters Local 639](https://altss.com/profile/teamsters-local-639)
- [Regions Pension Plan](https://altss.com/profile/regions-pension-plan)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/regions-financial-corporation-retirement-plan-for-associates

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