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Regions Financial 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Windsor II Fund is the largest fund in the Regions Financial plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Regions Financial 401(k) match and balances, from the filing
- Company money in
- about $5,180 per active participant
- $104m in plan year 2024
- Employees saved
- about $7,080 each
- $143m in plan year 2024
- Average balance
- $110,900
- 28,825 people with a balance
- In the plan
- $3.20bn
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 20,137 active participants, including anyone who did not contribute. The filing reports dollars, not the match formula; the plan’s summary plan description states the formula.
SourceThe plan’s annual report to the Department of Labor — Form 5500, Schedule H, plan year 2024 · filed by REGIONS FINANCIAL CORPORATION as “REGIONS FINANCIAL CORPORATION 401(K) PLAN” · EIN 630589368, plan number 012 · search the filings
These are the funds in the Regions Financial retirement plan whose voting records we can trace, taken from the plan’s own annual filing. The figures show what each one did with shareholder proposals.
SourceThe fund menu is the list of investments in Regions Financial’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Windsor II Fund listed as “Windsor II Fund” | 0 of 30 | 0 of 10 | 0 of 3 | 96.9% |
| Eaton Vance Atlanta Capital SMID-Cap Fund listed as “Atlanta Capital SMID-Cap Fund” | 0 of 1 | — | — | 97.7% |
| WOA All Asset I listed as “All Asset Fund” · record folded from the funds it holds | 2 of 38 | 0 of 3 | 0 of 3 | 93.9% |
What this means for you
Most people are in whichever fund their plan made the default, and never look again. The figures above are the part nobody shows you when you pick: not the fee, not last year's return, but what the fund did with the shares your savings paid for.
Vote the full deck for this plan’s fund →
Other employer plans
The largest employer plans on the site, and a few more. Each page shows what the plan’s funds did with the shares its savers paid for.