Ellen Tillman signed Regal Rexnord Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Regal Rexnord Corporation's EIN is 39-0875718.
Download the official 2024 Form 5500 (PDF) for Regal Rexnord Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Regal Rexnord Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $387K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | — | CHICAGO, IL | NONE | $60K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $71.4M | 10.9% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $67.6M | 10.3% | |
| SPARTAN 500 INDEX POOL C GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $60.2M | 9.2% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $59.9M | 9.1% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $45.0M | 6.9% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $43.0M | 6.5% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $39.2M | 6.0% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $33.3M | 5.1% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $30.5M | 4.7% | |
| WESTFIELD SMALL/MID CAP GR EQ CIT C COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $24.1M | 3.7% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $24.0M | 3.7% | |
| Vanguard Wellington Fund Mutual Fund | Mutual Funds | — | — | $22.6M | 3.4% | |
| BOSTON PARTNERS LARGE CAP VALUE EQU BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $21.3M | 3.2% | |
| DFA Targeted Value Fund Mutual Fund | Mutual Funds | — | — | $21.3M | 3.2% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $20.3M | 3.1% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $11.6M | 1.8% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $10.8M | 1.6% | |
| Notes Receivable maturing through 12/30/2037)* | Other securities | — | — | $10.1M | 1.5% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL INVESTMENT MANAGEMENT · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $8.2M | 1.2% | |
| SPARTAN EXTENDED MARKET INDEX CIT C GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $7.1M | 1.1% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $6.5M | 1.0% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $5.5M | 0.8% | |
| American Funds Europac Growth Fund Mutual Fund | Mutual Funds | — | — | $4.5M | 0.7% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.3M | 0.5% | |
| Vanguard Inflation-Protected Sec Instl Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 0.4% | |
| SPARTAN TOTAL INTL INDEX CIT CLASS GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| Vanguard Federal Money Market Inv Money Market | Mutual Funds | — | — | $1.1M | 0.2% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $393K | <0.1% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 64-6546416 / PN 454 | Common Collective Trust | — | — | $0 | <0.1% | |
| MFS MID CAP VALUE FUND CL 2W WILMINGTON TRUST, N.A. · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| REDWOOD INVESTMENTS US SMLCAP GROWT ALTA TRUST COMPANY · EIN 47-2530957 / PN 061 | Common Collective Trust | — | — | $0 | <0.1% | |
| VOYA MID CAP GROWTH EQUITY FUND CLA VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 038 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
