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 self-directed brokerage window, 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 | $196K | — |
| FMR LLC DBA FIDELITY INVESTMENTS | — | CHICAGO, IL | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC |
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 | |||||
|---|---|---|---|---|---|---|
| SPARTAN 500 INDEX POOL C GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $33.5M | 11.0% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $31.5M | 10.3% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $29.8M | 9.8% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $25.0M | 8.2% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $21.6M | 7.1% | |
| MetLife Managed GIC MetLife Managed GIC (contract value) (contract value) | Stable Value | — | — | $17.7M | 5.8% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $17.5M | 5.8% | |
| BOSTON PARTNERS LARGE CAP VALUE EQU BOSTON PARTNERS LARGE CAP VALUE EQUITY FUND A FUND WITHIN BPCIT · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $17.4M | 5.7% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $16.8M | 5.5% | |
| DFA Targeted Value Fund Mutual Fund | Mutual Funds | — | — | $13.2M | 4.3% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $12.2M | 4.0% | |
| WESTFIELD SMALL/MID CAP GR EQ CIT C COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $11.4M | 3.8% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $10.3M | 3.4% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $8.8M | 2.9% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $7.6M | 2.5% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $6.0M | 2.0% | |
| 12/30/2037)* | Other securities | — | — | $4.9M | 1.6% | |
| SPARTAN EXTENDED MARKET INDEX CIT C GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $4.2M | 1.4% | |
| American Funds Europac Growth Fund Mutual Fund | Mutual Funds | — | — | $3.7M | 1.2% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.9% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.8M | 0.9% | |
| SPARTAN TOTAL INTL INDEX CIT CLASS GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $2.7M | 0.9% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.7% | |
| Vanguard Wellington Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 0.4% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $301K | <0.1% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $53K | <0.1% | |
| Vanguard Inflation-Protected Sec Instl Fund Mutual Fund | Mutual Funds | — | — | $22K | <0.1% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHICAGO, IL |
| NONE |
| $21K |
| — |
| AGILIS PARTNERS LLC | — | WALTHAM, MA | NONE | $9K | — |
