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Original filing (PDF)20251010111855NAL0012423024001
FIFTH THIRD BANCORP
Form 5500
FILING_RECEIVED
FIFTH THIRD BANCORP 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
18,855
Accounts w/ balance
23,249
Plan assets (EOY)
$4.0B
Net assets (EOY)
$4.0B
How this plan invests
This plan
21 pooled trusts
Schedule D
82 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIFTH THIRD BANCORP.
Plan sponsor
Name
FIFTH THIRD BANCORP
EIN
31-0854434
Address
38 FOUNTAIN SQUARE PLAZA · MAIL DROP 10908R · CINCINNATI, OH · 45202
Phone
(513) 534-4521
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $1.6M | — |
| BARROW, HANLEY, MEWHINNEY & STRAUSS | — | DALLAS, TX | NONE | $340K | — |
| THOMPSON HINE LLP | — | CLEVELAND, OH | NONE | $54K | — |
| EMPOWER TRUST COMPANY, LLC | 84-1455663 | — | NONE | $20K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $14K | — |
| BANK NEW YORK (BNY) | — | NEW YORK, NY | NONE | $10K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $9K | — |
Investments
69 direct securities · 21 pooled funds· $5.2B(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.
Common Collective Trust
$3.2B
21 holdings
Uncategorized
$2.1B
69 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX FUND CLASS K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $579.1M | 14.5% | |
| SSGA RUSSELL LARGE CAP GRO INDX-C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $306.3M | 7.6% | |
| AB US LARGE CAP GROWTH SERIES CL G GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $284.6M | 7.1% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $246.1M | 6.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $225.3M | 5.6% | |
| Non-Lending State Street Global Advisors State Street Global Advisors S&P Mid Cap | — | — | — | $192.2M | 4.8% | |
| SSGA S&P MIDCAP INDEX FUND - CLASS STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $192.2M | 4.8% | |
| SSGA U.S. BOND INDEX FUND - CLASS M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $171.2M | 4.3% | |
| JPMorgan Target Retirement Date 2035 Fund | — | — | — | $163.2M | 4.1% | |
| JPMCB SMARTRETIREMENT DRE 2035 CF JPMORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $163.2M | 4.1% | |
| SSGA RUSSELL LARGE CAP VAL INDX -C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 226 | Common Collective Trust | — | — | $146.5M | 3.7% | |
| JPMorgan Target Retirement Date 2030 Fund | — | — | — | $141.9M | 3.5% | |
| JPMCB SMARTRETIREMENT DRE 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $141.9M | 3.5% | |
| JPMorgan Target Retirement Date 2040 Fund | — | — | — | $140.4M | 3.5% | |
| JPMCB SMARTRETIREMENT DRE 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $140.4M | 3.5% | |
| JPMorgan Target Retirement Date 2045 Fund | — | — | — | $136.8M | 3.4% | |
| JPMCB SMARTRETIREMENT DRE 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $136.8M | 3.4% | |
| Vanguard International Growth Fund | — | — | — | $133.6M | 3.3% | |
| JPMorgan Target Retirement Date 2050 Fund | — | — | — | $110.3M | 2.8% | |
| JPMCB SMARTRETIREMENT DRE 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $110.3M | 2.8% | |
| Empower T. Rowe Price Mid Cap Growth Fund | — | — | — | $103.3M | 2.6% | |
| Total Separately Managed Account - Common Stock | — | — | — | $101.8M | 2.5% | |
| Empower Self-Directed Brokerage Accounts*** | — | — | — | $97.1M | 2.4% | |
| JPMCB CORE BOND FUND-CF JP MORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $94.3M | 2.4% | |
| JPMorgan Target Retirement Date 2025 Fund | — | — | — | $93.4M | 2.3% | |
| JPMCB SMARTRETIREMENT DRE 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $93.4M | 2.3% | |
| Alliance Bernstein Alliance Bernstein Small Cap Growth Fund | — | — | — | $87.7M | 2.2% | |
| AMERICAN CENTURY US MIDCAP VALUE EQ AMERICAN CENTURY · EIN 30-6406015 / PN 009 | Common Collective Trust | — | — | $81.4M | 2.0% | |
| SSGA RUSSELL SMALL CAP INDEX FD - S STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $75.8M | 1.9% | |
| JPMorgan Target Retirement Date 2055 Fund | — | — | — | $62.5M | 1.6% | |
| JPMCB SMARTRETIREMENT DRE 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $62.5M | 1.6% | |
| VICTORY SMALL CAP VALUE CIT 75 SEI TRUST COMPANY · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $42.3M | 1.1% | |
| Various Participant notes receivable (4.25-9.50% interest | — | — | — | $38.8M | 1.0% | |
| JPMorgan Target Retirement Date 2060 Fund | — | — | — | $33.4M | 0.8% | |
| JPMCB SMARTRETIREMENT DRE 2060 CF JP MORGAN CHASE BANK, N.A. · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $33.4M | 0.8% | |
| JPMorgan Target Retirement Date 2020 Fund | — | — | — | $31.8M | 0.8% | |
| JPMCB SMARTRETIREMENT DRE 2020 CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $31.8M | 0.8% | |
| JPMorgan Short Duration Bond Fund | — | — | — | $26.9M | 0.7% | |
| JPMorgan Target Retirement Date Income Fund | — | — | — | $26.0M | 0.6% | |
| JPMCB SMARTRETIREMENT DRE INCOME CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $26.0M | 0.6% | |
| American Century American Century Inflation-Adjusted Bond Fund | — | — | — | $22.9M | 0.6% | |
| Carnival Corporation Common Stock | — | — | — | $3.8M | <0.1% | |
| Entergy Corporation Common Stock | — | — | — | $3.8M | <0.1% | |
| Air Products & Chemicals, Inc. Common Stock | — | — | — | $3.5M | <0.1% | |
| Bank of America Corporation Common Stock | — | — | — | $3.4M | <0.1% | |
| Keurig Dr Pepper Inc. Common Stock | — | — | — | $3.3M | <0.1% | |
| Fidelity National Information Services, Inc. Common Stock | — | — | — | $3.2M | <0.1% | |
| Philip Morris International, Inc. Common Stock | — | — | — | $3.1M | <0.1% | |
| Las Vegas Sands Corporation Common Stock | — | — | — | $3.1M | <0.1% | |
| Enbridge Inc. Common Stock | — | — | — | $3.0M | <0.1% | |
| QUALCOMM, Inc. Common Stock | — | — | — | $2.6M | <0.1% | |
| CRH PLC Common Stock | — | — | — | $2.6M | <0.1% | |
| Lithia Motors, Inc. Common Stock | — | — | — | $2.6M | <0.1% | |
| Johnson Controls International PLC Common Stock | — | — | — | $2.6M | <0.1% | |
| Avantor, Inc. Common Stock | — | — | — | $2.5M | <0.1% | |
| Exxon Mobil Corporation Common Stock | — | — | — | $2.4M | <0.1% | |
| Comcast Corporation Common Stock | — | — | — | $2.4M | <0.1% | |
| VICI Properties, Inc. Common Stock | — | — | — | $2.1M | <0.1% | |
| Pinnacle West Capital Corporation Common Stock | — | — | — | $2.1M | <0.1% | |
| American Express Company Common Stock | — | — | — | $2.0M | <0.1% | |
| Merck & Co., Inc. Common Stock | — | — | — | $2.0M | <0.1% | |
| UnitedHealth Group, Inc. Common Stock | — | — | — | $2.0M | <0.1% | |
| American International Group, Inc. Common Stock | — | — | — | $1.9M | <0.1% | |
| Oracle Corporation Common Stock | — | — | — | $1.9M | <0.1% | |
| Public Storage Common Stock | — | — | — | $1.8M | <0.1% | |
| Dreyfus Government Cash Management Fund | — | — | — | $1.8M | <0.1% | |
| Axalta Coating Systems Ltd. Common Stock | — | — | — | $1.8M | <0.1% | |
| Alphabet Inc. Common Stock | — | — | — | $1.8M | <0.1% | |
| Halliburton Company Common Stock | — | — | — | $1.8M | <0.1% | |
| Aptiv PLC Common Stock | — | — | — | $1.7M | <0.1% | |
| Hess Corporation Common Stock | — | — | — | $1.7M | <0.1% | |
| Jacobs Solutions Inc. Common Stock | — | — | — | $1.7M | <0.1% | |
| Bank of Nova Scotia Common Stock | — | — | — | $1.7M | <0.1% | |
| J.B. Hunt Transport Services, Inc. Common Stock | — | — | — | $1.6M | <0.1% | |
| Willis Towers Watson PLC Common Stock | — | — | — | $1.6M | <0.1% | |
| Elevance Health, Inc. Common Stock | — | — | — | $1.5M | <0.1% | |
| Wynn Resorts, Limited Common Stock | — | — | — | $1.5M | <0.1% | |
| Medtronic PLC Common Stock | — | — | — | $1.5M | <0.1% | |
| Electronic Arts, Inc. Common Stock | — | — | — | $1.4M | <0.1% | |
| Permian Resources Corporation Common Stock | — | — | — | $1.4M | <0.1% | |
| Cognizant Tech Solutions Corporation Common Stock | — | — | — | $1.3M | <0.1% | |
| Phillips 66 Common Stock | — | — | — | $1.2M | <0.1% | |
| U.S. Bancorp Common Stock | — | — | — | $1.0M | <0.1% | |
| Aramark Common Stock | — | — | — | $1.0M | <0.1% | |
| Prologis, Inc. Common Stock | — | — | — | $1.0M | <0.1% | |
| M&T Bank Corporation Common Stock | — | — | — | $1.0M | <0.1% | |
| AECOM Common Stock | — | — | — | $941K | <0.1% | |
| Microchip Technology Inc. Common Stock | — | — | — | $831K | <0.1% | |
| Fortive Corporation Common Stock | — | — | — | $596K | <0.1% | |
| Broadcom, Inc. Common Stock | — | — | — | $535K | <0.1% |