# Zions Bancorporation Pension Plan

Zions Bancorporation Pension Plan is a Pension Fund based in Salt Lake City, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Salt Lake City, United States
- **Region:** North America
- **Address:** One South Main Street, 16th Floor, Salt Lake City, UT 84133-1109, United States
- **Assets under management:** 3000 (Altss estimate)
- **Website:** zionsbancorporation.com
- **LinkedIn:** https://zionsbancorporation.com

## About

Zions Bancorporation Pension Plan was established to deliver retirement benefits to eligible employees of the parent bank. No separate founding date or wealth-origin family is disclosed. The plan deploys capital into residential real estate and venture strategies. Confirmed positions include Perpetual Housing Fund of Utah, Dallas Housing Opportunity Fund, and Farragut SBIC Fund III LP. It also holds interests in Renovus Capital Partners III and Local Initiatives Support Corporation. Allocations span Utah, Texas, and the broader western United States. The plan reports $3B in assets. It maintains a relationship with Fidelity Management Trust Company as trustee since 2018 and Ernst & Young as auditor since 2000. The Zions Bancorporation Foundation serves as the parent’s philanthropic vehicle with $12.6M in annual giving focused on education and community development. September 2023 records show continued sponsorship of the Silicon Slopes Tech Summit. The plan operates as a corporate pension vehicle under the parent bank’s governance structure rather than an independent family office. Oversight ties directly to Zions Bancorporation board members who also manage the bank’s operating businesses.

## Sectors

- Real Estate
- Venture Capital
- Private Equity

## People

- Harris H. Simmons — Chairman/CEO
- A. Scott Anderson — Former President and CEO of Zions Bank (retired April 1, 2024); now Non-Executive Chairman

## Questions

### Who runs investment decisions at Zions Bancorporation Pension Plan?

Investment oversight sits with executives of the parent Zions Bancorporation including Chairman Harris H. Simmons. No dedicated CIO for the plan is named in available records.

### Does Zions Bancorporation Pension Plan participate in fund commitments or only direct deals?

The plan holds both direct real estate assets and limited partnership interests in SBIC and private equity funds including Farragut SBIC Fund III LP.

### What asset classes does Zions Bancorporation Pension Plan target?

Allocations include residential real estate through Perpetual Housing Fund of Utah and Dallas Housing Opportunity Fund plus venture capital via SBIC funds.

### How is Zions Bancorporation Pension Plan related to Zions Bancorporation Foundation?

The foundation operates as the parent bank’s separate philanthropic arm with $12.6M in annual giving. The pension plan remains a distinct retirement trust.

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Last updated: 2026-06-28T01:52:47.136Z

Canonical page: https://altss.com/profile/zions-bancorporation-pension-plan

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